CRWV

Cluster: Unified AI Developer Platform & Reinforcement Learning

Commitment: November 06, 2025: Continue investing in the technology layer that powers AI innovation to accelerate developer productivity and model performance.

✅ On Track | Certainty: 95%

Analysis: Recent third-party recognition (SemiAnalysis Platinum) and platform metrics (up to 20% higher MFU and 96% goodput) indicate sustained, effective investment in the technology layer, directly tied to developer productivity and model performance.

Progress:

• A recent update from 2025-11-06 highlighted continued platform investment, Platinum ClusterMAX rating, 96% goodput, and up to 20% higher MFU, evidencing ongoing improvements (supersedes older, less specific claims).
• Earlier evidence from 2025-10-16 introduced AI Object Storage and ServerlessRL, expanding the tech layer supporting developers.
• Earlier evidence from 2025-06-18 launched new W&B-integrated software products (Mission Control, W&B Inference, Weave Online Evaluations), reinforcing tooling depth.

Commitment: November 06, 2025: Support agent and model development via integrated products and partnerships across Weights & Biases, OpenPipe, and Marimo.

✅ On Track | Certainty: 92%

Analysis: ServerlessRL integrates W&B and OpenPipe; Marimo acquisition adds a reactive Python environment. The most recent Platinum report reiterates these integrations and partnerships as central to CoreWeave’s approach.

Progress:

• A recent update from 2025-11-06 reaffirmed integrated partnerships across W&B, OpenPipe, and Marimo as core to agent/model development.
• Earlier evidence from 2025-10-30 announced the Marimo acquisition and plan to integrate its technology into CoreWeave Cloud.
• Earlier evidence from 2025-10-08 launched ServerlessRL as the first joint W&B + OpenPipe offering, directly supporting agent development.
• Earlier evidence from 2025-09-03 announced the OpenPipe acquisition to deepen RL capabilities.
• Earlier evidence from 2025-06-18 expanded W&B platform features, aiding model development workflows.

Commitment: October 30, 2025: Integrate Marimo’s technology into CoreWeave Cloud to unify the developer workflow across training, inference, data movement, and iteration.

🟡 Partially Met | Certainty: 78%

Analysis: The acquisition (definitive agreement) and stated integration plan are clear; however, evidence of completed integration is not yet available. The 11/06 update reiterates the partnership but does not confirm full integration.

Progress:

• A recent update from 2025-11-06 referenced Marimo within CoreWeave’s ecosystem but did not confirm completed integration (new reference maintains status).
• Earlier evidence from 2025-10-30 announced the Marimo acquisition and intent to integrate its technology into CoreWeave Cloud.

Commitment: October 30, 2025: Augment Weights & Biases with Marimo to provide end-to-end tools for building, evaluating, and deploying AI applications.

🟡 Partially Met | Certainty: 76%

Analysis: The Marimo acquisition is intended to augment W&B; completion of the integration is not yet evidenced. W&B feature launches precede this and demonstrate momentum toward end-to-end tooling.

Progress:

• A recent update from 2025-11-06 reiterated the Marimo partnership alongside W&B, without confirming full augmentation (status unchanged).
• Earlier evidence from 2025-10-30 stated the plan to augment W&B with Marimo for an end-to-end toolchain.
• Earlier evidence from 2025-06-18 launched W&B Mission Control, W&B Inference, and Weave Online Evaluations, contributing to the end-to-end stack.

Commitment: October 30, 2025: Maintain and accelerate development of the marimo open-source project.

🟡 Partially Met | Certainty: 72%

Analysis: Commitment to accelerate open-source marimo is explicit, but no subsequent release cadence or roadmap updates are provided in the summaries.

Progress:

• Earlier evidence from 2025-10-30 committed to accelerating marimo’s open-source development under CoreWeave stewardship.

Commitment: October 30, 2025: Keep the marimo notebook freely available under a permissive license with a transparent, community-guided roadmap.

🟡 Partially Met | Certainty: 72%

Analysis: The intention is clearly stated; no contradictory updates. No further evidence (e.g., license change or roadmap publication) has been provided post-announcement.

Progress:

• Earlier evidence from 2025-10-30 pledged continued permissive licensing and community-guided roadmap for marimo.

Commitment: October 08, 2025: Publicly launch a fully managed Serverless Reinforcement Learning capability that scales to dozens of GPUs, delivering nearly 1.4x faster training and 40% lower costs versus local H100 setups.

✅ On Track | Certainty: 95%

Analysis: ServerlessRL launched with benchmarks showing ~1.4x faster training and ~40% lower costs than local H100 setups, satisfying the commitment.

Progress:

• A recent update from 2025-10-08 announced ServerlessRL GA with performance and cost benchmarks.

Commitment: October 08, 2025: Integrate infrastructure, RL frameworks, and developer tools so enterprises can fine-tune LLMs and build reliable AI agents.

✅ On Track | Certainty: 90%

Analysis: ServerlessRL combines W&B and OpenPipe on CoreWeave; quoted focus on integrating frameworks and tools for enterprise agent use meets the commitment.

Progress:

• A recent update from 2025-10-08 detailed integration of W&B + OpenPipe with CoreWeave’s infrastructure for enterprise-ready RL/agent workflows.

Commitment: September 03, 2025: Acquire OpenPipe and integrate its self-learning tools with CoreWeave’s AI cloud to expand the platform for scalable intelligent systems.

🟡 Partially Met | Certainty: 85%

Analysis: Acquisition agreement announced; integration evidenced via ServerlessRL. Closing status not provided; integration usage indicates substantial progress.

Progress:

• A recent update from 2025-10-08 showed OpenPipe integrated with W&B for ServerlessRL (newer integration evidence elevates status).
• Earlier evidence from 2025-09-03 announced a definitive agreement to acquire OpenPipe.

Commitment: September 03, 2025: Democratize reinforcement learning by enabling developers to post-train models on their unique workflows.

✅ On Track | Certainty: 90%

Analysis: ServerlessRL’s design and messaging align with democratizing RL and enabling post-training; early adopter interest cited.

Progress:

• A recent update from 2025-10-08 framed ServerlessRL to remove infrastructure and workflow constraints, enabling more developers to improve agents.

Commitment: June 18, 2025: Launch new AI cloud software products in preview to boost productivity for AI engineers and ML researchers.

✅ On Track | Certainty: 95%

Analysis: Mission Control integration, W&B Inference, and Weave Online Evaluations were launched in preview, meeting the launch commitment.

Progress:

• Earlier evidence from 2025-06-18 announced three new AI cloud software products at W&B Fully Connected.

Commitment: June 18, 2025: Integrate Mission Control into the W&B Models platform to simplify diagnostics by correlating infrastructure events with training runs.

✅ On Track | Certainty: 95%

Analysis: Mission Control integration was announced and described; no contradictory updates.

Progress:

• Earlier evidence from 2025-06-18 described Mission Control integrated within W&B Models.

Commitment: June 18, 2025: Provide W&B Inference for single-interface access to leading open-source models and introduce Weave Online Evaluations for real-time agent performance monitoring.

✅ On Track | Certainty: 95%

Analysis: Both capabilities were announced and positioned as part of the expanded W&B toolset under CoreWeave.

Progress:

• Earlier evidence from 2025-06-18 announced W&B Inference and Weave Online Evaluations.

Commitment: May 05, 2025: Complete the acquisition of Weights & Biases to accelerate AI innovation and integrate hardware and software layers, superseding the March 04, 2025 expected-close announcement.

✅ On Track | Certainty: 98%

Analysis: Acquisition closure confirmed; subsequent June product launches and November recognition validate the acceleration and integration thesis. Newer closure update supersedes prior expected-close.

Progress:

• Earlier evidence from 2025-05-05 confirmed W&B acquisition completion (supersedes the 2025-03-04 expected-close announcement).
• Earlier evidence from 2025-06-18 showed rapid new product rollouts under W&B.
• A recent update from 2025-11-06 cited continued ecosystem advances inclusive of W&B.

Commitment: May 05, 2025: Maintain W&B platform interoperability and accelerate investment to unlock new features for developers.

✅ On Track | Certainty: 92%

Analysis: New W&B features (Mission Control integration, Inference, Evaluations) and ongoing ecosystem partnerships support the claim of sustained interoperability and investment.

Progress:

• Earlier evidence from 2025-06-18 launched new W&B-integrated features.
• A recent update from 2025-11-06 reiterated platform leadership and continued investments benefiting developers.

Cluster: Federal Market Entry & Compliance-Grade AI Cloud

Commitment: October 28, 2025: Enter the U.S. federal market via CoreWeave Federal to deliver secure, compliant, high-performance AI cloud services to agencies and the Defense Industrial Base.

🟡 Partially Met | Certainty: 80%

Analysis: The company announced intent and program launch (CoreWeave Federal) with DC presence; no evidence yet of contract awards or operational ATOs.

Progress:

• A recent update from 2025-10-28 announced CoreWeave Federal and federal market entry plans, including DC presence.

Commitment: October 28, 2025: Pursue FedRAMP and other authorizations to meet evolving government cybersecurity and compliance requirements.

🟡 Partially Met | Certainty: 75%

Analysis: Clear intent to pursue authorizations; no status on FedRAMP package submission or approvals provided.

Progress:

• A recent update from 2025-10-28 stated plans to pursue FedRAMP and other authorizations.

Commitment: October 28, 2025: Invest in teams, tools, and technologies tailored to federal mission needs.

🟡 Partially Met | Certainty: 85%

Analysis: Evidence of leadership appointments and DC expansion; specific program hires or tool hardening for federal not detailed.

Progress:

• A recent update from 2025-10-28 cited security/government/legal/communications leadership appointments and DC office expansion.

Commitment: October 28, 2025: Expand partnerships with government agencies and systems integrators to deliver mission outcomes.

🟡 Partially Met | Certainty: 70%

Analysis: Intent stated; no named federal agency partnerships or SIs announced yet.

Progress:

• A recent update from 2025-10-28 outlined plans to expand partnerships with agencies and integrators.

Commitment: October 28, 2025: Leverage advanced deployments and public sector experience (including W&B capabilities) to meet compliance standards and mission demands.

🟡 Partially Met | Certainty: 78%

Analysis: The plan references W&B public sector experience; concrete federal deployments not yet cited.

Progress:

• A recent update from 2025-10-28 referenced leveraging W&B capabilities and advanced deployments for compliance-grade services.

Commitment: October 28, 2025: Strengthen U.S. infrastructure and presence (including Washington, DC) and bolster government/security/legal/communications leadership.

✅ On Track | Certainty: 90%

Analysis: DC presence expansion and leadership hires are explicitly documented.

Progress:

• A recent update from 2025-10-28 confirmed expanded DC presence and named leadership functions supporting federal.

Commitment: October 28, 2025: Continue advancing AI performance standards with deep integration of NVIDIA accelerated computing, networking, and orchestration technologies (supported by industry-leading MLPerf results).

✅ On Track | Certainty: 95%

Analysis: Multiple benchmark and deployment milestones (MLPerf inference/training, GB300 NVL72 firsts) and SemiAnalysis Platinum rating substantiate performance leadership.

Progress:

• A recent update from 2025-11-06 reaffirmed Platinum status and best-in-class orchestration.
• Earlier evidence from 2025-07-03 announced first deployments of GB300 NVL72 and record MLPerf v5.0 training results.
• Earlier evidence from 2025-04-02 reported MLPerf inference records.

Commitment: October 28, 2025: Introduce new solutions (e.g., AI Object Storage, ServerlessRL) and pursue strategic acquisitions (OpenPipe and intent to acquire Monolith AI) to expand the federal-ready portfolio.

✅ On Track | Certainty: 95%

Analysis: AI Object Storage and ServerlessRL launched; OpenPipe acquisition announced and integrated; Monolith AI deal announced—together expanding the portfolio relevant to federal use cases.

Progress:

• A recent update from 2025-10-16 launched AI Object Storage with global dataset accessibility and cost model.
• A recent update from 2025-10-08 launched ServerlessRL (joint W&B + OpenPipe).
• Earlier evidence from 2025-09-03 announced OpenPipe acquisition; from 2025-10-06 announced Monolith AI acquisition agreement.

Cluster: Strategic Compute Partnerships with AI Leaders

Commitment: October 15, 2025: Provide Poolside with a state-of-the-art cluster of NVIDIA GB300 NVL72 systems totaling more than 40,000 GPUs.

🟡 Partially Met | Certainty: 80%

Analysis: Partnership and provision commitment announced; delivery/installation status not yet evidenced.

Progress:

• A recent update from 2025-10-15 announced the Poolside partnership and >40,000 GPU commitment.

Commitment: October 15, 2025: Provide cloud solutions for Poolside’s Project Horizon and serve as anchor tenant and operational partner for the first 250 MW phase, with an option to expand by 500 MW.

🟡 Partially Met | Certainty: 78%

Analysis: Role and capacity commitments are announced; execution milestones pending public updates.

Progress:

• A recent update from 2025-10-15 detailed anchor tenant/operational partner role at 250 MW with a 500 MW expansion option.

Commitment: October 15, 2025: Partner with Poolside to deliver advanced AI cloud services supporting AGI development and enterprise agent deployment.

✅ On Track | Certainty: 90%

Analysis: Strategic partnership announced; aligns with CoreWeave’s advanced infrastructure deployments and RL/agent tooling.

Progress:

• A recent update from 2025-10-15 confirmed the AGI-focused partnership with Poolside.

Commitment: September 25, 2025: Expand the compute agreement with OpenAI by up to $6.5 billion to power next-generation model training, updating and extending the March 10, 2025 agreement (total value now approximately $22.4 billion).

✅ On Track | Certainty: 95%

Analysis: Contract expansion and total value were publicly disclosed, superseding and extending the 03/10/2025 agreement.

Progress:

• A recent update from 2025-09-25 announced the expansion to ~$22.4B total (supersedes and extends the 2025-03-10 agreement).

Commitment: May 22, 2025: Establish a multi-year partnership as Official AI Cloud Computing Partner to Aston Martin Aramco to accelerate engineering by migrating on-premises workloads to the cloud, with brand presence on the AMR25 car and wind tunnel.

✅ On Track | Certainty: 90%

Analysis: Partnership announced; intended workload migration and branding commitments documented.

Progress:

• Earlier evidence from 2025-05-22 confirmed the multi-year partnership and migration goals.

Commitment: February 04, 2025: Deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to IBM to train its next-generation Granite models.

🟡 Partially Met | Certainty: 80%

Analysis: “Set to deliver” status (02/04) and first-customer access confirmation (04/15) indicate progress; a formal “delivered” milestone is not yet shown in provided updates.

Progress:

• Earlier evidence from 2025-04-15 listed IBM as a first customer accessing GB200 systems.
• Earlier evidence from 2025-02-04 stated CoreWeave is set to deliver an IBM-targeted GB200 supercomputer.

Cluster: Global Infrastructure Expansion & Sustainability

Commitment: September 25, 2025: Commit $1.5 billion to power AI innovation and growth in the UK, complementing the September 16, 2025 UK capacity plan.

✅ On Track | Certainty: 90%

Analysis: Public commitment disclosed; complements earlier £1.5B UK plan.

Progress:

• A recent update from 2025-09-25 announced the $1.5B UK commitment, complementing plans from 2025-09-16.

Commitment: September 16, 2025: Invest an additional £1.5 billion in UK AI data centre capacity and operations (bringing total UK commitment to £2.5 billion) with a priority on sustainability.

✅ On Track | Certainty: 95%

Analysis: Investment phase announced; aligns with sovereign, renewable-powered deployments.

Progress:

• Earlier evidence from 2025-09-16 announced the additional £1.5B, totaling £2.5B in the UK.

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

🟡 Partially Met | Certainty: 82%

Analysis: Partnership and deployment plan announced; operational deployment confirmation not yet provided.

Progress:

• Earlier evidence from 2025-09-16 detailed the partnership and sustainability design for Scotland deployments.

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

🟡 Partially Met | Certainty: 80%

Analysis: Deployment plan is stated; execution milestones not yet evidenced.

Progress:

• Earlier evidence from 2025-09-16 outlined sovereign AI deployment plans with GB300 and RTX PRO Blackwell.

Commitment: September 16, 2025: Plan with local U.S. government to allocate up to $6 billion to equip a state-of-the-art data centre in Lancaster, Pennsylvania, refining the July 15, 2025 funding approach.

🟡 Partially Met | Certainty: 82%

Analysis: Planning update aligns with earlier $6B commitment; progress toward allocation documented, but not completion.

Progress:

• Earlier evidence from 2025-09-16 referenced the up-to-$6B allocation plan for Lancaster, refining 2025-07-15.

Commitment: July 15, 2025: Commit more than $6 billion to equip a new AI data center in Lancaster, PA, with an initial 100 MW build and potential expansion to 300 MW for advanced AI workloads.

✅ On Track | Certainty: 90%

Analysis: Commitment publicly announced; refined by 09/16 allocation planning.

Progress:

• Earlier evidence from 2025-07-15 announced the >$6B Lancaster data center commitment (refined by 2025-09-16 planning).

Commitment: July 15, 2025: Create approximately 600 construction jobs and about 70 full-time roles at launch (scaling to around 175 over time) through the Lancaster project.

🟡 Partially Met | Certainty: 70%

Analysis: Job creation targets are forecasted; no update yet on realized jobs.

Progress:

• Earlier evidence from 2025-07-15 provided projected job figures tied to the Lancaster build.

Commitment: July 15, 2025: Serve as tenant and co-developer with local partners for the Lancaster site, expand the AI data center network to 33 facilities (28 in the U.S.), and coordinate workforce/permitting with Pennsylvania leadership.

🟡 Partially Met | Certainty: 82%

Analysis: Roles and current footprint were announced; ongoing coordination implied. Execution milestones (e.g., permits obtained) not detailed.

Progress:

• Earlier evidence from 2025-07-15 stated CoreWeave’s tenant/co-developer role and a 33-facility network baseline.

Commitment: January 13, 2025: Confirm two UK data centers (Crawley and London Docklands) are operational from a £1 billion investment and powered entirely by renewable energy.

✅ On Track | Certainty: 95%

Analysis: Two sites operational and renewable-powered; confirmation provided.

Progress:

• Earlier evidence from 2025-01-13 confirmed the two operational UK data centers and renewable energy usage.

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

🟡 Partially Met | Certainty: 70%

Analysis: Mid-year footprint noted (33 facilities as of 07/15); no year-end update. Progress evident but target achievement unconfirmed.

Progress:

• Earlier evidence from 2025-07-15 cited a network of 33 facilities (progress toward the 38 target).
• Earlier evidence from 2025-01-13 set the 2025 target of 10 new data centers (38 total by year-end).

Cluster: Hardware Leadership & Performance Standards

Commitment: July 09, 2025: Be first to market with NVIDIA RTX PRO 6000 Blackwell GPU instances at scale, targeting up to 5.6x faster LLM inference and 3.5x faster text-to-video generation.

✅ On Track | Certainty: 92%

Analysis: Public “first to market” announcement at scale with performance targets; no contradictory updates.

Progress:

• Earlier evidence from 2025-07-09 announced first-to-market RTX PRO 6000 Blackwell instances and performance targets.

Commitment: July 03, 2025: Be the first AI cloud provider to deploy NVIDIA GB300 NVL72 systems and scale deployments globally, aiming for a 10x responsiveness boost and 50x output increase for reasoning model inference.

✅ On Track | Certainty: 95%

Analysis: First deployments confirmed; scaling plans reiterated; independent recognition supports operational maturity.

Progress:

• Earlier evidence from 2025-07-03 announced first deployments of GB300 NVL72 and global scaling plans.
• A recent update from 2025-11-06 reaffirmed platform excellence via SemiAnalysis Platinum.

Commitment: July 03, 2025: Integrate GB300 NVL72 with CoreWeave’s cloud-native software stack (CKS and Slurm on Kubernetes) to improve operational efficiency.

✅ On Track | Certainty: 95%

Analysis: Integration with CKS and SUNK documented; recognized as best-in-class orchestration.

Progress:

• Earlier evidence from 2025-07-03 detailed GB300 NVL72 integration with CKS and SUNK.
• A recent update from 2025-11-06 praised orchestration as best-in-class for distributed AI.

Commitment: July 03, 2025: Collaborate with NVIDIA and IBM to achieve record MLPerf Training v5.0 results using nearly 2,500 GB200 Grace Blackwell Superchips to train Llama 3.1 405B in 27.3 minutes.

✅ On Track | Certainty: 90%

Analysis: Record MLPerf v5.0 training results highlighted; specifics of the run (scale and timing) align with leadership positioning.

Progress:

• Earlier evidence from 2025-07-03 cited record MLPerf Training v5.0 results with nearly 2,500 GB200 Superchips.

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

✅ On Track | Certainty: 95%

Analysis: Launch and first-customer access (Cohere, IBM, Mistral AI) confirm availability and platform readiness.

Progress:

• Earlier evidence from 2025-04-15 announced GB200 NVL72 systems at scale with first customers.

Commitment: April 02, 2025: Deliver 800 tokens per second on Llama 3.1 405B and 33,000 TPS on Llama 2 70B (a 40% improvement versus prior H100 instances) to set new inference performance benchmarks.

✅ On Track | Certainty: 95%

Analysis: MLPerf v5.0 inference results documented, establishing new throughput benchmarks.

Progress:

• Earlier evidence from 2025-04-02 reported 800 TPS (Llama 3.1 405B) and 33,000 TPS (Llama 2 70B), +40% vs H100.

Commitment: February 04, 2025: Launch NVIDIA GB200 NVL72 instances with up to 30x faster real-time LLM inference, up to 25x lower TCO and energy for real-time inference, and up to 4x faster LLM training.

✅ On Track | Certainty: 95%

Analysis: GA of GB200 NVL72 announced with stated performance/efficiency gains; subsequent results corroborate leadership.

Progress:

• Earlier evidence from 2025-02-04 announced GB200 NVL72 GA and performance/TCO improvements.

Cluster: AI Data Services: Object Storage and Managed Capabilities

Commitment: October 16, 2025: Launch CoreWeave AI Object Storage, a fully managed object storage service purpose-built for AI workloads.

✅ On Track | Certainty: 95%

Analysis: Service launched with AI-focused design.

Progress:

• A recent update from 2025-10-16 announced AI Object Storage launch.

Commitment: October 16, 2025: Make a single dataset instantly accessible globally without egress or request/transaction fees.

✅ On Track | Certainty: 90%

Analysis: LOTA-enabled global access with no egress/request/tiering fees announced; supports cross-region/cross-cloud acceleration.

Progress:

• A recent update from 2025-10-16 described LOTA and no-fee global data access claims.

Commitment: October 16, 2025: Maintain high throughput and data integrity across distributed GPU nodes and regions via LOTA, private interconnects, direct peering, and 400 GBps-capable ports.

✅ On Track | Certainty: 90%

Analysis: Architectural details and external validation quotes (e.g., LMCache benchmarking) support throughput and integrity claims.

Progress:

• A recent update from 2025-10-16 detailed LOTA architecture, private interconnects/peering, and 400 GBps-capable ports with third-party validation quotes.

Commitment: October 16, 2025: Introduce three automatic usage-based pricing tiers that reduce typical AI storage costs by more than 75% and eliminate egress, request, and tiering fees.

✅ On Track | Certainty: 90%

Analysis: Pricing model announced with quantified savings and fee eliminations.

Progress:

• A recent update from 2025-10-16 introduced the three-tier pricing and >75% cost reduction claim.

Commitment: October 16, 2025: Continue expanding the software ecosystem and managed services (e.g., ServerlessRL) to support AI development, testing, and deployment at scale.

✅ On Track | Certainty: 92%

Analysis: ServerlessRL launch and ongoing acquisitions (OpenPipe, Monolith AI) demonstrate continued ecosystem expansion.

Progress:

• A recent update from 2025-10-16 referenced ServerlessRL and expansion through acquisitions alongside AI Object Storage.
• Earlier evidence from 2025-10-08 launched ServerlessRL as a managed capability.

Cluster: Ecosystem Investment via CoreWeave Ventures

Commitment: November 06, 2025: Fuel startups with capital and compute through CoreWeave Ventures to support AI ecosystem growth.

✅ On Track | Certainty: 90%

Analysis: Reiterated in the latest Platinum recognition announcement; ongoing activity implied.

Progress:

• A recent update from 2025-11-06 highlighted CoreWeave Ventures’ role in fueling startups.

Commitment: October 16, 2025: Provide founders resources including direct capital investments, compute-for-equity transactions, and technical collaboration via CoreWeave Ventures.

✅ On Track | Certainty: 90%

Analysis: Ventures scope restated alongside CRO appointment and platform expansion.

Progress:

• A recent update from 2025-10-16 reiterated Ventures’ capital, compute-for-equity, and technical collaboration offerings.

Commitment: September 25, 2025: Launch CoreWeave Ventures to back founders building AI platforms and technologies, superseding the September 09, 2025 initial announcement.

✅ On Track | Certainty: 95%

Analysis: Formal launch announced; supersedes the initial 09/09 announcement.

Progress:

• A recent update from 2025-09-25 announced the official launch of CoreWeave Ventures (supersedes the 2025-09-09 preview announcement).

Commitment: September 16, 2025: Support independent founders and startups through CoreWeave Ventures with capital and compute to accelerate the next frontier of computing.

✅ On Track | Certainty: 85%

Analysis: Consistent with 09/25 launch and 10/16 reiterations of program resources.

Progress:

• Earlier evidence from 2025-09-16 aligned Ventures support with broader UK and global expansion initiatives.
• Earlier evidence from 2025-09-25 confirmed formal Ventures launch.

Commitment: September 09, 2025: Offer a variety of investment models (including compute-for-equity) and accelerated access to CoreWeave’s AI cloud to help companies scale.

✅ On Track | Certainty: 90%

Analysis: Initial Ventures announcement specified models later reaffirmed at launch.

Progress:

• Earlier evidence from 2025-09-09 detailed investment models and accelerated platform access.
• A recent update from 2025-09-25 confirmed formal program launch, reinforcing the offering.

Commitment: September 09, 2025: Provide production-grade testing environments, product and GTM insights, and opportunities for deep technical partnerships to fast-track real-world AI use cases.

✅ On Track | Certainty: 90%

Analysis: Initial Ventures scope described; subsequent references maintain this focus.

Progress:

• Earlier evidence from 2025-09-09 outlined testing environments and GTM/technical partnership support.
• A recent update from 2025-11-06 reiterated ecosystem engagement via Ventures.

Cluster: Organizational Scale-Up & Governance

Commitment: October 16, 2025: Appoint Jon Jones as the first Chief Revenue Officer to lead the global revenue organization and scale products and sales.

✅ On Track | Certainty: 98%

Analysis: Appointment confirmed with background and mandate.

Progress:

• A recent update from 2025-10-16 announced the CRO appointment and charter.

Commitment: October 16, 2025: Extend CoreWeave’s leadership as the platform of choice for AI innovation and adoption by deepening vertical integration and continuing growth organically and via acquisitions.

✅ On Track | Certainty: 90%

Analysis: Continued acquisitions (W&B, OpenPipe, Monolith), product launches, and partnerships support vertical integration and growth trajectory.

Progress:

• A recent update from 2025-10-16 tied leadership extension to organic product growth and M&A.
• A recent update from 2025-11-06 reinforced platform leadership via Platinum recognition.

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

🟡 Partially Met | Certainty: 78%

Analysis: Definitive agreement signed with expected close in Q4 2025; closing and synergy realization pending.

Progress:

• Earlier evidence from 2025-07-07 announced the acquisition agreement with Q4 closing target.

Commitment: July 07, 2025: Eliminate over $10 billion in cumulative future lease overhead over the next 12 years as part of the Core Scientific acquisition to streamline operations and reduce cost of capital.

🟡 Partially Met | Certainty: 75%

Analysis: Outcome contingent on closing and integration; no evidence yet of realized lease eliminations.

Progress:

• Earlier evidence from 2025-07-07 projected lease overhead elimination as part of the acquisition plan.

Commitment: July 07, 2025: Pursue infrastructure financing strategies post-acquisition to fund committed capex and improve financing flexibility.

❌ Not Met | Certainty: 60%

Analysis: No post-close financing strategy updates available; acquisition not yet closed as of latest summaries.

Progress:

• Earlier evidence from 2025-07-07 outlined intent to pursue financing strategies post-acquisition; no subsequent updates provided.

Commitment: March 27, 2025: Price the IPO at $40.00 per share for 37,500,000 shares (expected to close March 31, 2025), following the March 03, 2025 registration filing.

✅ On Track | Certainty: 95%

Analysis: IPO pricing confirmed; subsequent documents refer to the “recent IPO,” indicating closing as expected, superseding the registration filing.

Progress:

• Earlier evidence from 2025-03-27 confirmed IPO pricing and timing (supersedes 2025-03-03 registration filing).
• Earlier evidence from 2025-05-05 referenced the “recent IPO,” implying closing.

Commitment: March 24, 2025: Appoint a Chief Marketing Officer to enhance market presence and drive sustainable sales and product growth.

✅ On Track | Certainty: 98%

Analysis: CMO appointment confirmed with scope and background.

Progress:

• Earlier evidence from 2025-03-24 announced the CMO appointment.

Commitment: January 09, 2025: Appoint a Chief Information Officer to lead IT and digital transformation to support hypergrowth and scaling needs.

✅ On Track | Certainty: 98%

Analysis: CIO appointment confirmed with mandate.

Progress:

• Earlier evidence from 2025-01-09 announced the CIO appointment.

Commitment: January 09, 2025: Appoint an independent director to strengthen governance and financial oversight as the company scales AI managed cloud solutions.

✅ On Track | Certainty: 98%

Analysis: Independent director appointment confirmed; governance strengthened via audit committee leadership.

Progress:

• Earlier evidence from 2025-01-09 announced the independent director and audit committee chair role.

Cluster: Industrial ML Expansion (Monolith AI)

Commitment: November 06, 2025: Broaden ML application into physics and engineering domains through the Monolith AI acquisition effort to extend CoreWeave’s technology footprint.

✅ On Track | Certainty: 90%

Analysis: The latest recognition document highlights the Monolith AI expansion as part of the broader footprint.

Progress:

• A recent update from 2025-11-06 noted the Monolith AI acquisition effort as expanding ML domains.

Commitment: October 06, 2025: Announce an agreement to acquire Monolith AI to offer a full-stack AI platform for industrial and manufacturing enterprises.

✅ On Track | Certainty: 95%

Analysis: Acquisition agreement publicly announced; integration steps expected.

Progress:

• A recent update from 2025-10-06 confirmed the Monolith AI acquisition agreement.

Commitment: October 06, 2025: Enable enterprises to shorten R&D cycles and accelerate product development by combining Monolith’s simulation/test-driven ML with CoreWeave’s AI cloud.

🟡 Partially Met | Certainty: 80%

Analysis: Outcome-focused commitment; combination plan announced, but realized customer outcomes not yet documented.

Progress:

• A recent update from 2025-10-06 described the combined value proposition for accelerated R&D cycles.

Commitment: October 06, 2025: Provide engineering ML tools (e.g., anomaly detection, test plan optimization, next-test recommendation) to reduce physical testing and improve quality.

🟡 Partially Met | Certainty: 80%

Analysis: Monolith’s tools exist; integration and broad availability via CoreWeave post-acquisition pending.

Progress:

• A recent update from 2025-10-06 enumerated Monolith’s engineering ML toolset for integration.

Commitment: October 06, 2025: Scale Monolith’s AI-for-engineers mission to reach thousands more builders across industries.

🟡 Partially Met | Certainty: 75%

Analysis: Ambition is clear; scale-out evidence not yet presented.

Progress:

• A recent update from 2025-10-06 stated the scaling objective post-acquisition.

Commitment: October 06, 2025: Serve as the Official AI Cloud Computing Partner to support Aston Martin Aramco’s first large-scale cloud computing facility in the automotive sector.

✅ On Track | Certainty: 90%

Analysis: Partnership confirmed; supports industrial/engineering ML positioning in automotive.

Progress:

• Earlier evidence from 2025-05-22 announced CoreWeave as Official AI Cloud Computing Partner to Aston Martin Aramco.

Cluster: Potentially Out-of-Scope (Attribution Unclear)

Commitment: December 18, 2024: Develop an integrated commercial process to recycle captured CO2 with low-carbon hydrogen to produce sustainable ethanol and ethylene under Project SECURE.

❌ Not Met | Certainty: 55%

Analysis: Provided evidence pertains to Technip Energies and LanzaTech (Project SECURE), not CoreWeave’s AI cloud business. Attribution appears unrelated; treated as out-of-scope for CoreWeave.

Progress:

• Earlier evidence from 2024-12-18 detailed Project SECURE by Technip Energies and LanzaTech; no linkage to CoreWeave (newer CoreWeave updates do not reference this, reinforcing out-of-scope status).

Commitment: December 18, 2024: Conduct Phase 1 Front-End Engineering Design, develop project plans, and complete documentation for NEPA review.

❌ Not Met | Certainty: 55%

Analysis: Same as above; activity tied to Project SECURE entities, not CoreWeave.

Progress:

• Earlier evidence from 2024-12-18 described FEED/NEPA activities for Project SECURE (unrelated to CoreWeave).

Commitment: December 18, 2024: Create high-quality jobs and support local communities throughout the project’s phases.

❌ Not Met | Certainty: 55%

Analysis: Jobs/community claims tied to Project SECURE; no CoreWeave attribution.

Progress:

• Earlier evidence from 2024-12-18 referenced community/job impacts from Project SECURE, not CoreWeave.