CoreWeave（CRWV）今日盘中股价大跌5.04%，延续了近期疲软走势。
消息面上，公司位于德克萨斯州的AI数据中心项目因暴雨天气导致建设延期，完工时间推迟数月。据悉，暴雨和大风导致丹顿市施工现场延误约60天，承包商无法按计划浇筑混凝土。该数据中心集群原计划提供260兆瓦算力并租赁给OpenAI使用。
此外，公司管理层在财报电话会上的混乱表态加剧了投资者担忧。首席执行官Michael Intrator最初称"仅一个数据中心"受影响，后被首席财务官纠正为"一个数据中心供应商"的问题，暗示影响范围更广。叠加市场对AI行业泡沫的担忧，公司股价持续承压。
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