CoreWeave电话会:CEO直言AI算力需求“无情且永无止境”,手握668亿美元订单,未来利润率有望稳定于25%

华尔街见闻
Feb 27

CoreWeave一季度收入指引19-20亿美元,远低于分析师预期的22.9亿美元。CFO表示主因数据中心租赁、电力及折旧成本先于营收确认,业务常态化后可实现25%-30%长期利润率。管理层强调AI算力需求持续旺盛,客户平均合同期延长至5年。公司自研云架构软件获英伟达生态认证,未来高毛利软件收入空间广阔。AI基础设施供应商CoreWeave(CRWV.US)一季度指引逊预期拖累股价,盘后重挫逾9%...

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