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A single revenue announcement from OpenAI can make investors in several AI companies nervous at once. Looking back at CoreWeave's Q2 2026 financial report, three major clients contributed 36%, 26%, and 10% of the quarterly revenue respectively, totaling 72%. This is an anonymous client classification disclosed by the company, so we cannot arbitrarily assign names to any company, but it is enough to remind us: people who bought different codes may still be relying on the budgets of the same group
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