云端AI算力租赁领军者CoreWeave(CRWV)今日盘中大跌5.03%，引发了市场的广泛关注。
消息面上，CoreWeave近期面临多重挑战。首先，由于一家数据中心供应商的问题，公司产能建设延迟，导致原定第三季度确认的收入被推迟至明年第一季度。此外，公司GPU上线容量目标下调，2025年收入预期也从53亿美元下调至51亿美元。这些运营问题直接影响了市场对公司的信心。
更令人担忧的是，CoreWeave的第二大客户OpenAI的生存危机加深了市场对其能否确认224亿美元积压订单的疑虑。尽管分析师认为当前市场对CoreWeave的负面反应可能过度，但短期内这些因素仍对股价形成了显著压力。
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