CoreWeave、NEBIUS、IREN集体走低!谷歌与黑石组建合资公司挑战算力服务商

老虎资讯综合
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5月19日,算力服务商盘初走低,CoreWeaveNEBIUS、IREN均跌超5%!消息面上,谷歌黑石宣布联手组建一家新合资公司,专注于基于谷歌自研张量处理器(TPU)的云计算服务,黑石承诺初期投入50亿美元,计划于明年上线500兆瓦云计算容量。
伯恩斯坦分析师Madison Rezaei警告称,尽管此次交易规模相对有限,但它标志着超大规模云计算巨头对这一市场“更为认真的进攻”的开始,将对CoreWeave等新兴算力服务商的定价能力和利润率构成持续压制。

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