0741 ET - 尽管投资者对短期延迟表示担忧，但Melius分析师表示，AI行业的计算短缺意味着CoreWeave的需求和积压将继续上升。“超大规模云服务商和领先实验室在2026年前将仍然受到约束，因为推理模型需要大量的计算资源，因此推理需求将持续激增。因此，我们有信心CRWV最终能够‘填满’其产能，同时进行收购。”分析师指出。公司在2026年至2027年期间将获得更多电力接入，这将使其收入显著加速。CoreWeave在盘前交易中下跌10%。(nicholas.miller@wsj.com)
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