Bernstein analyst Madison Rezaei noted that CoreWeave is highly exposed to any slowdown in AI development, as 25% of its existing active U.S. power and an additional ~74% of contracted power are in Tier 3 and Tier 4 markets. Amodei, in a Saturday essay, advocated for pacing AI capabilities advancement to allow risk prevention to keep up, a sentiment echoed by Altman in a Monday X post, who warned of losing control to AI or excessive power concentration. CoreWeave has significant long-term debt of $27 billion, though it also reported strong Q2 sales surging 112% year-over-year and raised its full-year 2026 revenue guidance to $12.4 billion-$13.2 billion.