This is a scenario, not a forecast, target, or fair value. It multiplies the numbers you choose. It deliberately stops at implied EBIT — no multiple, no share count, no price. Not investment advice.

Capacity × contract mix → revenue

preset: reconciles with management's guided $7–9B exit rate

Active capacity425 MW

Capacity actually earning at contract rates — materially below connected power, which ramps into service.

100 MW5 GW (contracted ceiling — not capacity that runs)

Contract mix

Long-term, investment grade40% of capacity

multi-year · Signed to finance the buildout faster and more cheaply, not to maximise price. Microsoft and Meta sit here.

Rate$12M/MW/yr

disclosed range $12M

Mid-term, frontier AI labs50% of capacity

1–3 years · The core AI cloud business. The four landmark Q2 deals sit here, each above $1B total contract value.

Rate$20M/MW/yr

disclosed range $20M–$25M

Short-duration, time-boxed10% of capacity

3–6 months · Acute, time-bound needs such as a training run before a model release. Carries a significant premium.

Rate$40M/MW/yr

disclosed range $40M–$50M

mix totals 100%blended rate$19M/MW/yr

EBIT margin20%

0%guided 20–30% · CoreWeave ~8% at scale

as of 30 Jun 2026 · Scenario arithmetic on your inputs

-0% vs the midpoint of management's guided $7–9B exit rate

as of 30 Jun 2026 · Scenario arithmetic on your inputs

Share this exact scenario

The URL preserves active MW, contract mix, rates and margin.

Post on X

Implied ARR is an exit rate, not a year of revenue. It describes what the chosen capacity earns once it is fully active for a full year. Capacity that energizes late in a period lifts this figure long before it lifts recognised revenue.

The calculator ends here by design. Turning EBIT into a share price requires a multiple, a share count, and a view on dilution and net debt — judgements this site does not make for you. Tier rates from Q2 2026 shareholder letter and earnings call; the share of capacity in each tier is not disclosed by the company and is yours to choose.