Neostellar Capital的负责人Willy Lee表示，许多投资者正在焦急等待Anthropic预计于11月进行的IPO，之后才会将大量资金投入规模较小的AI公司。Neostellar Capital是一家公开上市的风险投资公司，持有CoreWeave约1000万美元的股份。但Lee认为，自CoreWeave去年上市以来，投资者一直对该公司存在持续的误解。其债务发行由与大型投资级公司签订的合同作为支撑——这些公司租赁其数据中心内的芯片——并不依赖任何单一客户来驱动需求。“Anthropic的IPO牵动太多，每个人都在试图摸清定价走向，然后据此定价，”Lee说道。“人们把自己对Anthropic及其算力支付能力的感受，与CoreWeave当前的核心业务混为一谈。而CoreWeave实际上是一家拥有近1300亿美元积压订单的巨型公司，其中大部分来自投资级公司。”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.