美国科技媒体The Verge昨日预告了一篇即将发布的调查报道，将AI基础设施供应商CoreWeave形容为“AI泡沫的核心”，并对其商业模式及对英伟达的高度依赖提出质疑。CoreWeave的商业模式包含筹集大量资金，建造部署英伟达GPU的数据中心，并将运算能力出租给主要的AI公司。报道强调，CoreWeave几乎不可能在缺乏英伟达大规模资金与硬件支持的情况下运作，并对其模式在AI需求出现波动时是否能维持提出疑问。受此消息影响，CoreWeave隔夜大跌8.3%。
美国科技媒体The Verge昨日预告了一篇即将发布的调查报道，将AI基础设施供应商CoreWeave形容为“AI泡沫的核心”，并对其商业模式及对英伟达的高度依赖提出质疑。CoreWeave的商业模式包含筹集大量资金，建造部署英伟达GPU的数据中心，并将运算能力出租给主要的AI公司。报道强调，CoreWeave几乎不可能在缺乏英伟达大规模资金与硬件支持的情况下运作，并对其模式在AI需求出现波动时是否能维持提出疑问。受此消息影响，CoreWeave隔夜大跌8.3%。
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