CoreWeave, an AI cloud company, released its Q2 2026 financial results after US stock market hours on August 12, and its share price rose by about 15% immediately after the release. The company's total revenue reached nearly $2.58 billion this quarter, up 112% year-on-year, with a net increase of nearly $1.4 billion. The remaining performance obligation (RPO) reached 104 billion US dollars, a small increase of 4.6 billion US dollars compared with the previous quarter. The amount of new contracts signed since the third quarter is about 25 billion US dollars. The scale of launched computing power (Active Power) reached 1500Mw this quarter, with a net sequential increase of 500Mw in a single quarter, significantly exceeding the market expectation of 250~300Mw. Capex investment this quarter reached 9.4 billion US dollars, a sequential increase of 2.6 billion US dollars, hitting a new record high. While business and revenue scale continue to grow at an accelerating pace, profit margin shows signs of bottoming out and rebounding, and computing power delivery speed has greatly improved. Guidance for the next quarter and the full year continues to point to accelerating growth and rising profit margins.