CoreWeave Inc. shares fell after the company lowered its full-year revenue outlook, citing a delay in fulfilling a customer contract — a setback in its efforts to keep pace with the booming demand for artificial intelligence infrastructure.

The company now expects 2025 sales to range between $5.05 billion and $5.15 billion, compared with its previous forecast of up to $5.35 billion, CoreWeave said Monday during a conference call following its third-quarter earnings report.