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Rohan Paul@rohanpaul_ai
CoreWeave’s CEO on CNBC: most Texas capacity is online or permitted despite the Democratic sweep.
says the Democratic midterm sweep won’t hit its $132.5B backlog, citing sites already permitted or under construction.
The reassurance came with third-quarter revenue of $3.66B, up 168%, and a raised 2026 forecast of $13.0B to $13.3B.
The shares, down 40% in a month, jumped about 19% Wednesday. Although, cash is the tighter constraint: third-quarter interest expense hit $846M, up from $310M a year earlier, against 2026 capex of $37B to $39B.
CoreWeave plans no new parent-level unsecured debt through 2027, leaning on contract-backed term loans expected to cost 7% to 7.5%.
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