智通财经APP获悉，周四，AI云服务商继续大跌，NEBIUS(NBIS.US)续跌超10%，为纳斯达克100指数中跌幅最大的股票之一;CoreWeave(CRWV.US)续跌超7%，本周迄今已下跌约25%。
CoreWeave公司五年期信用违约互换(CDS)利差扩大135个基点至历史新高1117个基点，隐含五年内违约概率约为63%。CoreWeave首席执行官Michael Intrator在一份内部备忘录中将市场反应归咎于"误判"，称公司对自身商业模式充满信心——然而备忘录发出后，CDS利差反而继续走阔至上述纪录水平。
信用市场对CoreWeave违约风险的定价持续飙升，知名研究机构Gartner警告，预测逾八成新兴云计算服务商(neocloud)将在2030年前无法独立存续。
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