Intrator has not disclosed the term of the new H100 contract.

Judge as of 2026-07-09. The test is whether CoreWeave CEO Michael Intrator, or CoreWeave on his behalf, had publicly disclosed the length (term) of the new H100 contract by that date. Disclosure could come in a press release, an SEC filing (8-K, 10-Q, S-1 or similar), an earnings-call transcript, an interview or a post. TRUE: the relevant announcements, filings and Intrator's public statements up to 2026-07-09 give no term (no number of years or months, and no end date) for that contract. MOSTLY TRUE: no specific term was disclosed, but only a vague indication was given (e.g. 'multi-year'). MOSTLY FALSE: a term was disclosed in a filing or by another CoreWeave official but not by Intrator himself, or only a range was given (e.g. '2–4 years'). FALSE: a dated statement or filing on or before 2026-07-09 shows that Intrator or CoreWeave disclosed a specific term for the contract. Disclosures made after 2026-07-09 do not count.

Set before the research began.

1. E1 CRWV Q1 2026 Earnings Call Transcript Platform Aeronaut (third-party transcript site) · 7 May 2026

   “Average pricing for the A100s, H100s, H200s, and L40s all increased quarter over quarter, and we remain largely sold out for near-term capacity across our fleet.”

2. E2 CRWV Q1 2026 Earnings Call Transcript Platform Aeronaut (third-party transcript site) · 7 May 2026

   “These new customer commitments mostly contribute towards our 2027 targets.”

3. E3 CoreWeave Reports Strong First Quarter 2026 Results Business Wire (CoreWeave press release) · 7 May 2026

   “Executed multiple new agreements with Meta, including a new $21 billion commitment signed in March”

4. E4 CRWV Q1 2026 Earnings Call Transcript platformaeronaut.com (transcript site) · 7 May 2026

   “Our backlog is now approaching $100 billion, all tied to contracts that are either online today or expected to begin to come online through 2026 and 2027.”

5. E5 CoreWeave Reports Strong First Quarter 2026 Results Business Wire (issued by CoreWeave, Inc.) Own record

   “This was the strongest bookings quarter in CoreWeave's history, with revenue backlog reaching nearly $100 billion.”

6. E6 CRWV Q1 2026 Earnings Call Transcript platformaeronaut.com (transcript site) · 7 May 2026

   “We have a contracted revenue backlog that provides multi-year visibility and a capital structure that is deeper and more cost efficient than at any point in our history.”

7. E7 CRWV Q1 2026 Earnings Call Transcript platformaeronaut.com (transcript site) · 7 May 2026

   “while continuing to monetize our Blackwell, Hopper, and Ampere capacity.”

8. E8 "Designed to Lose Money": Why an Investor from *The Short Game* Shorted CoreWeave – Oninvest Oninvest · 15 October 2026

   “In July, Burry entered into a public dispute with CoreWeave's CEO. Mike Intrator claimed that graphics processors retain their value for much longer than is commonly believed: customers would be willing to lease them for five to six years”

9. E9 CoreWeave Inc. R (I1V.HM) Q2 FY2026 earnings call transcript Yahoo Finance · 4 November 2026 Own record

   “As an example, we recently signed an A100 contract that extends into 2029 at an attractive price.”

10. E10 Price Is Not Cost Understanding AI (ashitaorbis.com) · 1 October 2026

    “Since June 30, 2026, we have signed short-dated customer contracts at pricing of approximately $40.0 million”

None of the evidence identifies the specific new H100 contract or the announcement or statement in which Intrator described it. The Q1 2026 call and press release (E1–E7) discuss backlog and pricing in aggregate and do not mention any H100 contract or its term. E8 reports a July claim by Intrator that customers lease GPUs for five to six years, but it is about GPUs in general, not this contract. E9 and E10 date from after the judging date and concern other contracts. The relevant disclosures are not in the record, so the evidence cannot show whether a term was or was not disclosed.