CRWV

Cluster: AI Infrastructure Expansion: UK and US Data Centers

Commitment: September 16, 2025: Invest the next £1.5 billion in UK AI data centre capacity and operations, bringing total UK investment to £2.5 billion and accelerating the UK Government’s Compute Roadmap.

✅ On Track | Certainty: 95%

Analysis: The new £1.5B phase is formally announced, bringing total UK investment to £2.5B. This is the most recent and definitive statement of scope and supersedes earlier UK figures.

Progress:* A recent update from 2025-09-16 announced the next £1.5B phase, taking UK total to £2.5B and aligning with the UK Compute Roadmap.* Earlier evidence from 2025-01-13 confirmed two UK data centres (Crawley, Docklands) were already online under the initial £1B phase.

Commitment: September 16, 2025: Partner with NVIDIA and DataVita to deploy NVIDIA Grace Blackwell Ultra GPUs in Scotland using 100% renewable energy and closed-loop cooling to minimize water use.

✅ On Track | Certainty: 90%

Analysis: Partnership and deployment intent are clearly stated with sustainability specifics; execution milestones beyond the announcement are not yet detailed, but no conflicting evidence exists.

Progress:* A recent update from 2025-09-16 detailed the NVIDIA/DataVita partnership and Scotland deployment plan with 100% renewables and closed-loop cooling.

Commitment: September 16, 2025: Plan an additional sovereign AI infrastructure deployment using NVIDIA GB300 GPUs and NVIDIA RTX PRO Blackwell Server Edition GPUs to expand UK compute.

✅ On Track | Certainty: 90%

Analysis: The commitment is to plan a sovereign deployment; the plan is announced with specific hardware, indicating active progress at the planning stage.

Progress:* A recent update from 2025-09-16 confirmed a planned sovereign AI infrastructure deployment using GB300 and RTX PRO Blackwell Server Edition GPUs.

Commitment: September 16, 2025: Allocate up to $6 billion to equip a state-of-the-art data centre in Lancaster, Pennsylvania, updating and superseding the July 15, 2025 commitment that described the amount as “more than $6 billion.”

✅ On Track | Certainty: 95%

Analysis: The newer “up to $6B” allocation supersedes the earlier “more than $6B” language, clarifying the investment cap for Lancaster.

Progress:* A recent update from 2025-09-16 set the investment to “up to $6B,” explicitly superseding the 2025-07-15 “more than $6B” framing.* Earlier evidence from 2025-07-15 announced >$6B for the Lancaster facility (now superseded by 2025-09-16).

Commitment: July 15, 2025: Commit more than $6 billion to equip a new Lancaster, Pennsylvania AI data centre to power advanced AI use cases.

✅ On Track | Certainty: 90%

Analysis: This commitment has been superseded by the 2025-09-16 “up to $6B” update; current progress aligns with the refined allocation.

Progress:* Earlier evidence from 2025-07-15 announced “more than $6B” for Lancaster.* A recent update from 2025-09-16 superseded this to “up to $6B,” which refines but maintains the scale of commitment.

Commitment: July 15, 2025: Build an initial 100 MW data centre in Lancaster with potential expansion to 300 MW.

🟡 Partially Met | Certainty: 80%

Analysis: The build plan and MW targets are announced; no evidence yet of construction completion or energization.

Progress:* Earlier evidence from 2025-07-15 outlined the 100MW initial build with 300MW potential expansion.* A recent update from 2025-09-16 reaffirmed the Lancaster investment envelope but did not add construction progress details.

Commitment: July 15, 2025: Create approximately 600 construction jobs, ~70 full-time roles at launch, and scale to ~175 over time in Lancaster.

🟡 Partially Met | Certainty: 75%

Analysis: Job creation targets are stated; realization depends on build progress, which has not yet been evidenced.

Progress:* Earlier evidence from 2025-07-15 set construction and operations job targets tied to project execution.

Commitment: July 15, 2025: Serve as tenant and co-develop the Lancaster project with Chirisa Technology Parks and Machine Investment Group, partnering on workforce recruitment and community engagement.

✅ On Track | Certainty: 90%

Analysis: Roles and co-development partners are established; no conflicting updates.

Progress:* Earlier evidence from 2025-07-15 confirmed CoreWeave as tenant and co-developer with Chirisa Technology Parks and Machine Investment Group.

Commitment: July 15, 2025: Add the Lancaster facility to the network, bringing it to 33 AI data centres including 28 in the U.S.

🟡 Partially Met | Certainty: 75%

Analysis: Targeted network count is contingent on adding Lancaster; no subsequent evidence confirms the facility is operational and counted.

Progress:* Earlier evidence from 2025-07-15 projected the network to 33 data centres, including 28 in the U.S., upon Lancaster addition.

Commitment: July 15, 2025: Work with Pennsylvania leadership on workforce development, energy resources, site funding, and expedited permitting and licensing.

✅ On Track | Certainty: 85%

Analysis: Public statements from state leadership indicate active collaboration; specific permitting or funding milestones were not detailed.

Progress:* Earlier evidence from 2025-07-15 featured statements from the Governor and Senator indicating cooperation on permitting, workforce, and energy resources.

Commitment: January 13, 2025: Report two UK AI data centres brought online in late 2024 (Crawley and London Docklands) as part of a £1 billion UK investment powered entirely by renewable energy.

✅ On Track | Certainty: 100%

Analysis: Both UK sites are confirmed operational on renewable power, satisfying the commitment.

Progress:* Earlier evidence from 2025-01-13 confirmed Crawley and London Docklands went online, powered by renewables.

Commitment: January 13, 2025: Plan to open 10 new data centres globally in 2025, targeting 38 data centres by year-end.

🟡 Partially Met | Certainty: 70%

Analysis: The target was set early in the year; later summaries do not provide an updated facility count, leaving progress unclear.

Progress:* Earlier evidence from 2025-01-13 set a plan for 10 new data centres in 2025 to reach 38 by year-end.* No newer updates through 2025-09-16 confirm how many have opened, so status remains uncertain.

Cluster: Hardware Leadership and Performance Benchmarks

Commitment: July 09, 2025: Commit to be first AI cloud provider to offer NVIDIA RTX PRO 6000 Blackwell GPU instances at scale, delivering up to 5.6x faster LLM inference and 3.5x faster text-to-video than prior generations.

✅ On Track | Certainty: 95%

Analysis: Availability at scale of RTX PRO 6000 Blackwell Server Edition instances is confirmed; performance uplift claims align with the announcement.

Progress:* Earlier evidence from 2025-07-09 confirmed first-in-market RTX PRO 6000-based instances and associated performance gains.

Commitment: July 09, 2025: In collaboration with NVIDIA and IBM, submit the largest-ever MLPerf Training v5.0 run using nearly 2,500 NVIDIA GB200 Grace Blackwell Superchips in 27.3 minutes, reaffirming and superseding the July 3, 2025 announcement.

🟡 Partially Met | Certainty: 65%

Analysis: While multiple documents demonstrate first-to-market GB200/GB300 deployments and record inference results, the specific MLPerf Training submission and 27.3-minute result are not directly evidenced in the provided summaries. Related achievements imply capability but not verification.

Progress:* Earlier evidence from 2025-04-02 detailed record MLPerf inference results (not training) on GB200.* Earlier evidence from 2025-07-03 confirmed first GB300 NVL72 deployments and Platinum ClusterMAX rating, suggesting leadership.* No provided summary explicitly documents the 2025-07-09 MLPerf Training submission; thus verification is incomplete.

Commitment: July 03, 2025: Commit to be first to deploy NVIDIA GB300 NVL72 systems and scale deployments globally, targeting a 10x boost in user responsiveness and 50x increase in reasoning model output.

✅ On Track | Certainty: 95%

Analysis: First deployments are confirmed; scaling plans and targeted boosts are prospective and consistent with broader hardware rollouts.

Progress:* Earlier evidence from 2025-07-03 confirmed first GB300 NVL72 deployments and intent to scale globally.

Commitment: April 15, 2025: Provide access to NVIDIA GB200 NVL72 rack-scale systems and full-stack cloud services to advance enterprise AI model development and deployment.

✅ On Track | Certainty: 95%

Analysis: Access is announced with named early customers; this follows February’s general availability launch.

Progress:* Earlier evidence from 2025-04-15 announced GB200 NVL72 access at scale; Cohere, IBM, and Mistral cited as customers.* Earlier evidence from 2025-02-04 established first-in-market GA for GB200 NVL72 instances.

Commitment: April 15, 2025: Rapidly deploy NVIDIA GB200 systems to enable “AI factories” that improve performance and reliability for enterprise AI applications.

✅ On Track | Certainty: 90%

Analysis: Messaging and customer access indicate rapid deployments underway; no conflicting or lagging indicators.

Progress:* Earlier evidence from 2025-04-15 emphasized rapid deployment of GB200 systems and “AI factories.”

Commitment: April 02, 2025: Announce record Llama 3.1 405B inference at 800 TPS and 33,000 TPS on Llama 2 70B (40% higher than H100), underscoring commitment to cutting-edge infrastructure.

✅ On Track | Certainty: 95%

Analysis: The record inference metrics are explicitly documented, demonstrating infrastructure leadership.

Progress:* Earlier evidence from 2025-04-02 reported MLPerf v5.0 inference records on GB200 and H200 instances.

Commitment: February 04, 2025: Launch first-in-market NVIDIA GB200 NVL72-based instances delivering up to 30x faster real-time LLM inference, up to 25x lower TCO/energy, and up to 4x faster training.

✅ On Track | Certainty: 100%

Analysis: General availability is confirmed with quantified performance/TCO benefits.

Progress:* Earlier evidence from 2025-02-04 announced first-in-market GA for GB200 NVL72 with stated performance and efficiency gains.

Commitment: July 09, 2025: Maintain first-to-market leadership by continuously delivering the latest hardware and earning Platinum in SemiAnalysis’s GPU Cloud ClusterMAX Rating.

✅ On Track | Certainty: 90%

Analysis: Platinum rating and serial firsts (RTX PRO 6000, GB300) substantiate ongoing leadership.

Progress:* Earlier evidence from 2025-07-03 cited Platinum ClusterMAX rating.* Earlier evidence from 2025-07-09 confirmed first-to-market RTX PRO 6000 availability.

Commitment: January 13, 2025: Reiterate first-to-market leadership with NVIDIA H200 GPUs as part of UK and global expansion plans.

✅ On Track | Certainty: 90%

Analysis: UK sites hosting large H200 deployments confirm the position.

Progress:* Earlier evidence from 2025-01-13 confirmed large H200 deployments in UK data centres.

Cluster: Strategic Partnerships and Customer Commitments

Commitment: September 16, 2025: Serve as the Official AI Cloud Computing Partner of the Aston Martin Aramco Formula One Team, supporting development of its first large-scale cloud computing facility and superseding the May 22, 2025 announcement.

✅ On Track | Certainty: 80%

Analysis: The partnership was established May 22 and later reaffirmed/superseded on Sept 16; while the Sept 16 restatement is not in the summaries, no conflicting updates exist.

Progress:* Earlier evidence from 2025-05-22 confirmed the Official AI Cloud Computing Partner role and on-prem migration plan.* The 2025-09-16 commitment supersedes the May announcement (noted in commitments; no separate summary provided).

Commitment: April 15, 2025: Enter a multi-year contract with OpenAI to provide NVIDIA GB200-based AI infrastructure and services at scale.

✅ On Track | Certainty: 95%

Analysis: The multi-year OpenAI contract is explicitly referenced alongside GB200 system launches.

Progress:* Earlier evidence from 2025-04-15 confirmed the multi-year OpenAI contract tied to GB200 deployments.* Earlier evidence from 2025-03-10 detailed the broader OpenAI infrastructure agreement and equity investment.

Commitment: March 10, 2025: Sign an agreement to deliver AI infrastructure to OpenAI valued up to $11.9 billion, with OpenAI investing $350 million in CoreWeave stock to expand compute capacity for training and deployment.

✅ On Track | Certainty: 100%

Analysis: The agreement terms and OpenAI investment are directly documented.

Progress:* Earlier evidence from 2025-03-10 confirmed the up to $11.9B agreement and $350M stock investment by OpenAI.

Commitment: February 04, 2025: Deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to IBM for training its Granite models as part of a hybrid cloud strategy.

🟡 Partially Met | Certainty: 80%

Analysis: Documentation indicates CoreWeave is set to deliver and that IBM is an early customer; explicit delivery completion is not confirmed in summaries.

Progress:* Earlier evidence from 2025-02-04 stated CoreWeave is set to deliver a GB200 Superchip-enabled AI supercomputer to IBM.* Earlier evidence from 2025-04-15 listed IBM as a first customer on GB200 systems, supporting progress toward delivery.

Commitment: February 04, 2025: Collaborate with NVIDIA to enable fast and efficient generative and agentic AI across organizations using the GB200 Grace Blackwell Superchip.

✅ On Track | Certainty: 95%

Analysis: Collaboration is directly quoted with intent tied to GB200 capabilities.

Progress:* Earlier evidence from 2025-02-04 included NVIDIA collaboration statements to enable generative/agentic AI with GB200.

Commitment: May 22, 2025: Establish a multi-year partnership with Aston Martin Aramco F1 to migrate on-prem compute to CoreWeave’s AI cloud and accelerate engineering, now reaffirmed and superseded by the September 16, 2025 commitment.

✅ On Track | Certainty: 95%

Analysis: May 22 partnership is confirmed and later superseded by Sept 16; the newer date clarifies ongoing status.

Progress:* Earlier evidence from 2025-05-22 detailed the multi-year partnership and migration scope.* A recent update from 2025-09-16 (commitment list) supersedes the May announcement for status clarity.

Cluster: M&A and Platform Integration: W&B and OpenPipe

Commitment: September 03, 2025: Acquire OpenPipe Inc. under a definitive agreement to add reinforcement learning capabilities to the AI cloud.

🟡 Partially Met | Certainty: 85%

Analysis: A definitive agreement is announced; closing has not been reported in summaries.

Progress:* A recent update from 2025-09-03 announced the definitive agreement to acquire OpenPipe (closing pending).

Commitment: September 03, 2025: Integrate OpenPipe’s self-learning tools with CoreWeave’s AI cloud to expand the platform and give developers an advantage in building scalable intelligent systems.

🟡 Partially Met | Certainty: 75%

Analysis: Integration is an announced intent tied to the acquisition; execution milestones are not yet documented.

Progress:* A recent update from 2025-09-03 outlined the integration plan post-acquisition.

Commitment: September 03, 2025: Democratize reinforcement learning so developers can post-train models on unique workflows and enable agents to learn from experience.

🟡 Partially Met | Certainty: 70%

Analysis: Strategic objective articulated; practical delivery awaits integration and productization.

Progress:* A recent update from 2025-09-03 described the goal to democratize RL via OpenPipe’s tools.

Commitment: September 03, 2025: Accelerate delivery of OpenPipe’s technology to a broader set of enterprise customers to improve reliability, performance, and cost.

🟡 Partially Met | Certainty: 70%

Analysis: Acceleration is planned as part of the acquisition rationale; no deployment metrics yet.

Progress:* A recent update from 2025-09-03 stated intent to expand OpenPipe tech access to enterprises.

Commitment: September 03, 2025: Deepen vertical integration across the technology stack, building on the earlier Weights & Biases acquisition.

✅ On Track | Certainty: 90%

Analysis: This builds on the completed W&B deal and June product integrations, evidencing vertical stack expansion.

Progress:* A recent update from 2025-09-03 framed OpenPipe within vertical integration strategy.* Earlier evidence from 2025-06-18 showed integrated W&B products post-acquisition.

Commitment: September 03, 2025: Provide customers greater flexibility to train, adapt, and optimize AI models through new RL and fine-tuning capabilities.

🟡 Partially Met | Certainty: 75%

Analysis: Capability expansion is contingent on OpenPipe integration; progress is directional but unverified in production.

Progress:* A recent update from 2025-09-03 committed to new RL/fine-tuning capabilities following acquisition.

Commitment: June 18, 2025: Launch new AI cloud software products (in preview) to enhance how developers build, deploy, and iterate AI models, following the W&B acquisition.

✅ On Track | Certainty: 95%

Analysis: Multiple preview products launched, evidencing rapid post-acquisition integration.

Progress:* Earlier evidence from 2025-06-18 announced Mission Control integration, W&B Inference, and Weave Online Evaluations.

Commitment: June 18, 2025: Integrate Mission Control cluster health management into the W&B Models platform to simplify diagnostics and boost productivity.

✅ On Track | Certainty: 95%

Analysis: The integration was specifically announced as part of the June release.

Progress:* Earlier evidence from 2025-06-18 detailed Mission Control integration into W&B Models.

Commitment: June 18, 2025: Provide W&B Inference to let developers access leading open-source models through a single interface.

✅ On Track | Certainty: 95%

Analysis: Product availability is confirmed in the June announcement.

Progress:* Earlier evidence from 2025-06-18 introduced W&B Inference.

Commitment: June 18, 2025: Introduce W&B Weave Online Evaluations for real-time insights into agent performance in production.

✅ On Track | Certainty: 95%

Analysis: The evaluation tool was launched in preview with stated purpose.

Progress:* Earlier evidence from 2025-06-18 announced Weave Online Evaluations.

Commitment: May 05, 2025: Complete the acquisition of Weights & Biases to accelerate AI innovation by combining software and infrastructure strengths.

✅ On Track | Certainty: 100%

Analysis: Closing is confirmed; integration progress is demonstrated by subsequent releases.

Progress:* Earlier evidence from 2025-05-05 confirmed the acquisition closed.* Earlier evidence from 2025-06-18 showed immediate post-close product integrations.

Commitment: May 05, 2025: Maintain interoperability of the W&B platform for customer flexibility across providers, deployments, and model frameworks.

✅ On Track | Certainty: 85%

Analysis: The commitment is stated at close; subsequent W&B-branded product releases imply continued platform availability and flexibility, though cross-cloud specifics aren’t detailed.

Progress:* Earlier evidence from 2025-05-05 committed to maintaining interoperability.* Earlier evidence from 2025-06-18 launched W&B offerings within CoreWeave’s ecosystem.

Commitment: May 05, 2025: Accelerate investment in the W&B platform to unlock new features by integrating hardware and software layers.

✅ On Track | Certainty: 95%

Analysis: The June product rollouts substantiate accelerated investment and integration.

Progress:* Earlier evidence from 2025-06-18 announced multiple new W&B-integrated capabilities following the acquisition.

Commitment: March 04, 2025: Announce the agreement to acquire Weights & Biases to deliver an end-to-end developer experience, later superseded by the May 5, 2025 closing.

✅ On Track | Certainty: 100%

Analysis: The March agreement was executed and superseded by the May close; newer evidence confirms completion.

Progress:* Earlier evidence from 2025-03-04 announced the agreement.* Later evidence from 2025-05-05 confirmed closing, superseding the initial announcement.

Cluster: Vertical Integration and Cost Optimization

Commitment: July 07, 2025: Acquire Core Scientific in an all-stock transaction expected to close in Q4 2025 to enhance data center infrastructure and operational efficiency, targeting $500 million annual run-rate cost savings by end of 2027.

✅ On Track | Certainty: 90%

Analysis: Definitive agreement and closing timeline are set; benefits and cost-saving targets are articulated, pending close.

Progress:* Earlier evidence from 2025-07-07 announced the all-stock acquisition with Q4 2025 expected close and $500M run-rate savings target by 2027.

Commitment: July 07, 2025: Eliminate over $10 billion in cumulative future lease overhead across existing contractual sites over the next 12 years as part of the Core Scientific transaction.

🟡 Partially Met | Certainty: 80%

Analysis: The elimination is a projected post-close outcome; transaction has not yet closed.

Progress:* Earlier evidence from 2025-07-07 quantified >$10B lease overhead elimination contingent on the transaction.

Commitment: July 07, 2025: Generate significant cost savings by streamlining operations and reducing lease overhead with an estimated $500 million annual run-rate by 2027.

🟡 Partially Met | Certainty: 80%

Analysis: Savings targets are set; realization depends on integration post-closing.

Progress:* Earlier evidence from 2025-07-07 projected $500M annual run-rate savings by 2027.

Commitment: July 07, 2025: Pursue infrastructure financing strategies to fund committed capex and lower the overall cost of capital post-acquisition.

✅ On Track | Certainty: 85%

Analysis: Guidance indicates leverage-neutral impact and diversified financing access, consistent with active financing strategy.

Progress:* Earlier evidence from 2025-07-07 stated leverage-neutral impact and access to diverse financing sources aligned to capex and cost of capital goals.

Cluster: Venture Investing and Ecosystem Enablement

Commitment: September 16, 2025: Through CoreWeave Ventures, provide resources including direct capital investments, compute-for-equity, and technical collaboration to support founders, reaffirming and extending the September 9, 2025 launch commitments.

✅ On Track | Certainty: 80%

Analysis: The Sept 16 reaffirmation extends the Sept 9 launch scope; while the update is not summarized separately, it is consistent with the launch framework.

Progress:* Earlier evidence from 2025-09-09 detailed Ventures’ capital, compute-for-equity, and technical collaboration model.* The 2025-09-16 commitment (not separately summarized) reaffirms and extends these resources.

Commitment: September 09, 2025: Launch and operate CoreWeave Ventures to back founders and companies developing AI platforms and technologies.

✅ On Track | Certainty: 95%

Analysis: Ventures is launched with clear remit and tooling access for portfolio companies.

Progress:* Earlier evidence from 2025-09-09 announced the launch of CoreWeave Ventures.

Commitment: September 09, 2025: Provide capital via direct investment and compute-for-equity models to help companies scale.

✅ On Track | Certainty: 90%

Analysis: The operating model explicitly includes direct investment and compute-for-equity.

Progress:* Earlier evidence from 2025-09-09 specified capital and compute-for-equity offerings.

Commitment: September 09, 2025: Offer accelerated access to the CoreWeave cloud platform purpose-built for AI workloads.

✅ On Track | Certainty: 95%

Analysis: Accelerated platform access is a core Ventures benefit.

Progress:* Earlier evidence from 2025-09-09 committed to accelerated CoreWeave cloud access.

Commitment: September 09, 2025: Provide production-grade testing environments to fast-track real-world AI use cases.

✅ On Track | Certainty: 90%

Analysis: Production-grade testing environments are included in the Ventures toolkit.

Progress:* Earlier evidence from 2025-09-09 described production-grade testing support.

Commitment: September 09, 2025: Deliver product and go-to-market insights informed by enterprise and AI-first relationships.

✅ On Track | Certainty: 85%

Analysis: GTM and product insights are explicitly part of the Ventures offer.

Progress:* Earlier evidence from 2025-09-09 outlined GTM insights and enterprise-informed support.

Commitment: September 09, 2025: Facilitate deep technical alignments via technology partnerships and integrations.

✅ On Track | Certainty: 85%

Analysis: Partnerships and integrations are part of the stated Ventures strategy.

Progress:* Earlier evidence from 2025-09-09 committed to technical alignments and integrations.

Commitment: September 09, 2025: Support founders through technical collaboration and go-to-market opportunities beyond capital.

✅ On Track | Certainty: 85%

Analysis: The model emphasizes support beyond capital via collaboration and GTM pathways.

Progress:* Earlier evidence from 2025-09-09 described technical collaboration and GTM support as core offerings.

Cluster: Capital Markets, Leadership, and Governance

Commitment: March 27, 2025: Price the initial public offering of 37,500,000 Class A shares at $40.00 per share with closing expected on March 31, 2025.

✅ On Track | Certainty: 95%

Analysis: IPO pricing and expected closing are documented; no conflicting updates provided.

Progress:* Earlier evidence from 2025-03-27 confirmed pricing at $40 and expected 2025-03-31 closing.

Commitment: March 03, 2025: File a registration statement for a proposed IPO of Class A common stock with number of shares and price range to be determined.

✅ On Track | Certainty: 100%

Analysis: The S-1 filing was completed and later superseded by the March 27 pricing.

Progress:* Earlier evidence from 2025-03-03 confirmed S-1 filing.* Later evidence from 2025-03-27 priced the IPO, superseding the initial filing stage.

Commitment: March 24, 2025: Appoint Jean English as Chief Marketing Officer to strengthen market presence and drive sustainable sales and product growth.

✅ On Track | Certainty: 95%

Analysis: Appointment is confirmed as part of leadership scaling.

Progress:* Earlier evidence from 2025-03-24 announced Jean English as CMO.

Commitment: January 09, 2025: Appoint a Chief Information Officer to lead IT and digital transformation supporting hypergrowth and client delivery.

✅ On Track | Certainty: 95%

Analysis: CIO appointment and remit are confirmed.

Progress:* Earlier evidence from 2025-01-09 announced Sandy Venugopal as CIO.

Commitment: January 09, 2025: Appoint Karen Boone as an independent director to enhance governance and financial oversight.

✅ On Track | Certainty: 95%

Analysis: Board appointment and audit chair role are documented.

Progress:* Earlier evidence from 2025-01-09 confirmed Karen Boone’s appointment and audit committee leadership.

Commitment: October 18, 2024: Appoint a Chief People Officer to advance employee development, retention, and culture during global expansion.

✅ On Track | Certainty: 95%

Analysis: CPO appointment is verified; role supports scaling.

Progress:* Earlier evidence from 2024-10-18 announced Michelle O’Rourke as CPO.

Cluster: Industrial Decarbonization Project (External/Non-core)

Commitment: December 18, 2024: Develop an integrated process (Project SECURE) to recycle CO2 with low-carbon hydrogen to produce ethanol and ethylene with up to $200 million DOE funding (nearly $20 million for Phase 1).

✅ On Track | Certainty: 90%

Analysis: DOE support, scope, and Phase 1 funding are confirmed; development is underway.

Progress:* Earlier evidence from 2024-12-18 described the DOE award (up to $200M) and Phase 1 funding (~$20M).

Commitment: December 18, 2024: Conduct Phase 1 FEED, develop project plans, and engage community and labor stakeholders with NEPA documentation.

✅ On Track | Certainty: 90%

Analysis: FEED and stakeholder engagement are included in the funded Phase 1 plan.

Progress:* Earlier evidence from 2024-12-18 specified FEED and community engagement/NEPA activities for Phase 1.

Commitment: December 18, 2024: Create high-quality jobs and support local communities while enhancing the efficiency and value of existing ethylene production infrastructure.

🟡 Partially Met | Certainty: 75%

Analysis: Job creation and infrastructure enhancement are intended outcomes; execution will follow Phase 1/implementation.

Progress:* Earlier evidence from 2024-12-18 outlined expected community and jobs impact tied to project execution.