All articles tagged with #revenue backlog
Anthropic plans to spend about $200 billion with Google over five years as part of a deal to dramatically expand Google Cloud capacity and chip supply, representing more than 40% of Google's disclosed cloud revenue backlog and underscoring Anthropic’s role in the AI-infrastructure race.
CoreWeave reported strong Q4 2025 and full-year results, with revenue of $1.57B in Q4 and $5.13B for 2025, and a net loss of $452M for Q4 and $1.17B for the year due to interest expense and non-GAAP adjustments. Adjusted EBITDA reached $898M in Q4 and $3.09B for the year. Revenue backlog grew to $66.8B, underscoring strong demand visibility as the company expands its AI cloud footprint. CoreWeave added about 260 MW of capacity (now >850 MW) and has ~3.1 GW of contracted power, completed its IPO in March 2025 (Nasdaq: CRWV), and pursued acquisitions (Monolith, Marimo) and partnerships to broaden its platform, including federal offerings.