CoreWeave said on its Q2 2026 call that a cluster of Nvidia A100 GPUs (introduced in 2020) is contracted through 2029. Management cited the A100 renewal as evidence against an obsolescence thesis—suggesting capital recovery and debt service are being supported by longer-duration demand.
CoreWeave said on its Q2 2026 call that a cluster of Nvidia A100 GPUs (introduced in 2020) is contracted through 2029. Management cited the A100 renewal as evidence against an obsolescence thesis—suggesting capital recovery and debt service are being supported by longer-duration demand.
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