2026年第一季度收益演示

Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of applicable securities laws. Such statements are based on our current expectations, forecasts and assumptions and involverisks and uncertainties. These statements include, but are not limited to, statements related to our business; our strategy; our market opportunity and future growth; market trends; impact of investments insales and marketing; and demand for our platform and our operations. In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,” “estimate,” “expect,” “intend,”“may,” “might,” “plan,” “project,” “will,” “would,” “should,” “could,” “can,” “predict,” “potential,” “target,” “explore,” “continue,” “outlook,” “guidance,” or the negative of these terms, where applicable, andsimilar expressions intended to identify forward-looking statements. Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially fromthose projected. More information about factors that could affect our operating results is included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition andResults of Operations" in our most recent filings with the Securities and Exchange Commission ("SEC"), including in our Quarterly Report on Form 10-Q filed or to be filed with SEC for the quarter endedMarch 31, 2026 on or about the date hereof, copies of which may be obtained by visiting our Investor Relations website at https://investors.coreweave.com or the SEC's website at www.sec.gov. Forward-looking statements speak only as of the date the statements are made and are based on information available to us at the time those statements are made and/or management’s good faith belief as of thattime with respect to future events. The forward-looking statements in this presentation do not include the potential impact of any acquisitions that may be announced and/or completed after the datehereof. We assume no obligation to update forward-looking statements to reflect events or circumstances after the date they were made, except as required by law. Our results for the quarter endedMarch 31, 2026 are not necessarily indicative of our operating results for any future periods. Non-GAAP Financial Measures To supplement our consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States (“GAAP”), we use certain financialmeasures including adjusted EBITDA and adjusted EBITDA margin, adjusted operating income and adjusted operating income margin, and adjusted net loss and adjusted net loss margin, collectively, to helpus evaluate our business. A reconciliation is provided in the Appendix to this presentation for each historical non-GAAP financial measure to the most directly comparable financial measure stated in accordance with GAAP. Weencourage investors to review the related GAAP financial measures and the reconciliation of these non-GAAP financial measures to their most directly comparable GAAP financial measures, and not to rely onany single financial measure to evaluate our business. CoreWeave - The Essential Cloud for AI Rapidly DeliveringNew Generationsof Infrastructure at ScalewithUnparalleled Track Record of BeingAmong theFirst to Market Cloud PlatformPurpose-Built forArtificial IntelligenceDeliveringUnmatched Performance1 Continuing toInvest Up and Downthe Technology Stackto Deliver aFull Service AI Cloud Platform Serving Most of theWorld’s LeadingAI Labs, Hyperscalers and AIEnterprises Unique Combination ofGrowth atScalewithAttractive UnitEconomics Systematic Approach toFinancing at Scale Our Platform is Purpose-Built for AI Every layer is purpose-built for AI workloads. CoreWeave Cloud is optimized for low latency, high throughput, and operational efficiency to support thecomplexity of large-scale AI training and inference. Model and Agent Development Tools for teams to build, evaluate, deploy, and monitormodels and agents—speeding time to productionKey Product: W&B Models CoreWeave Mission Control™ Runtime Acceleration AI-native software that accelerates training and inference byreducing startup latency, improving throughput, and increasingutilization at runtimeKey Product: Slurm on Kubernetes (SUNK) Infrastructure Control Integrated, AI-native orchestration and bare-metal control thatdeliver reliability, flexibility, and efficiency for complex workloadsKey Product: CoreWeave Kubernetes Service (CKS) Data and Storage Purpose-built storage services combining exascale, AI-optimized object and file storage with GPU-local caching todeliver high-throughput data access, cross-cloud reach, andpredictable economics for training and inference workloadsKey Product: CoreWeave AI Object Storage Foundational Infras