即便投资者对低于预期的营收指引反应激烈，导致股价下跌，CoreWeave仍选择全力投入人工智能基础设施。
首席执行官迈克·因特拉特表示，公司正在有意加大支出，因为他们将当前人工智能算力需求的激增视为“千载难逢”的机遇。CoreWeave现计划在2026年投资300亿至350亿美元，远高于分析师预期的约269亿美元，旨在扩大产能以满足其所说的大量积压的客户需求。
这种策略需要付出相应代价。CoreWeave通过借贷为其大部分高端芯片采购提供资金，然后将计算能力租赁给客户，这引发了对其利润率、债务水平以及依赖相对较少的大客户群体的质疑。尽管如此，因特拉特指出，融资环境已经改善，公司过去一年的资本成本下降了约300个基点，节省了约7亿美元。
责任编辑：张俊 SF065
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.