消息面上,公司近日宣布敲定一笔7.25亿美元设备融资额度,到期日为2030年9月,资金将用于为AI原生云平台采购GPU、CPU及其他硬件设备,以满足客户快速增长的算力需求。该协议还附带最高可再增加3亿美元的扩展选项。尽管公司CFO Matt Steinfort重申第三季度及全年业绩指引并维持2027年展望不变,但巨额设备融资可能加重财务负担及现金流压力的忧虑持续压制股价,市场分歧明显。
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