CoreWeave, Inc. (CRWV) experienced an 8.6% drop in its share price during premarket trading on November 11, 2025, following a reduction in its full-year revenue and capital expenditure forecasts. The cloud computing company attributed the revision to delays with a third-party data center vendor, which affected its capacity deployment. Despite surpassing Q3 earnings expectations with a reported revenue of $1.365 billion, CoreWeave adjusted its active power forecast from 900 megawatts to over 850 megawatts. The company also decreased its 2025 capital expenditure projection by $8.5 billion and lowered its revenue guidance by $150 million. Analysts have highlighted this development as a significant operational risk within the AI infrastructure sector, raising concerns about execution and competition from diversified infrastructure partners of major clients such as Microsoft and OpenAI.