AI基础设施供应商CoreWeave（CRWV）周五盘前股价大跌5.09%，延续了前一交易日的跌势。此前，该公司股价在周四已下跌超过8%。
造成股价下跌的主要原因是美国科技媒体The Verge预告了一篇即将发布的调查报告。该报告将CoreWeave描述为"AI泡沫的核心"，并对公司的商业模式及其对英伟达的高度依赖提出了质疑。
据悉，CoreWeave的商业模式包括筹集大量资金，建造部署英伟达GPU的数据中心，并将计算能力出租给主要的AI公司。The Verge的报道强调，CoreWeave几乎不可能在缺乏英伟达大规模资金与硬件支持的情况下运作，并对其模式在AI需求出现波动时是否能维持提出了疑问。这些质疑引发了投资者对CoreWeave长期发展前景的担忧，导致其股价连续两个交易日下跌。
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