CoreWeave Q3 营收 37 亿美元，同比增长 168%
CoreWeave 这份财报很有看点：营收翻了近 1.7 倍，1.7GW 电力规模等于把好几个大型数据中心装进体内，90 亿美元预付款说明客户抢算力抢到提前打钱。做 AI 应用、算算力成本、关注云厂商竞争格局的人都该看看。
CoreWeave 公布 2026 年 Q3 财报：营收 37 亿美元，同比增长 168%，调整后营业收入 3.79 亿美元，高于此前指引。
运营方面，公司实现两位数调整后营业利润率，比原计划提前一个季度达成；活跃电力容量超过 1.7GW，年内至今翻倍。本季度还获得约 90 亿美元的客户预付款和保证金。
作为英伟达生态的 GPU 云服务商，CoreWeave 的营收增速和 1.7GW 电力规模直接反映 AI 算力需求的强度，预付款规模也表明大客户在锁定长期算力供给。
Today we announced our Q3 earnings:
🔹$3.7B revenue, up 168% YoY 🔹$379M adjusted operating income, well above guidance 🔹Double-digit adj. operating margins, a quarter ahead of plan 🔹1.7GW+ of active power, doubling our active footprint YTD 🔹Roughly $9B in customer prepayments and deposits in this quarter
Congratulations to our team, who remain focused on executing for our customers.
Read the full Q3 2026 results. https://t.co/WLTRurYFSQ
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include CoreWeave, GPU云, 算力, 财报.
Source attribution: curated from CoreWeave (@CoreWeave). Cross-source corroboration: 3 independent sources have covered this development (including The Straits Times: Business, Tech in Asia), confirming industry-wide signal strength.
