黄仁勋称CoreWeave财务状况改善,无需提供兜底支持

智通财经
Oct 15
【黄仁勋称CoreWeave财务状况改善,无需提供兜底支持】英伟达公司首席执行官黄仁勋表示,由英伟达供应算力设备的数据中心运营商CoreWeave Inc.财务实力正在增强。黄仁勋在斯德哥尔摩的一场活动上接受采访时称:“CoreWeave的实力每天都在提升。”他认为英伟达没有必要为该公司提供兜底。“我对此持乐观态度。这家公司的资本成本实际上正在下降。”信贷市场此前对CoreWeave态度转冷,判定其破产风险上升,黄仁勋正努力重塑市场对这家企业的信心。CoreWeave是一批新兴企业中的典型样本,这类企业的成立初衷,是承接英伟达等厂商口中永不满足的人工智能算力需求。CoreWeave这类公司在包括英伟达在内供应商的助力下大举举债,引发市场担忧循环融资催生虚假需求。洲际交易所数据服务公司的数据显示,对冲CoreWeave五年期债务违约风险的成本一度上涨74.5个基点,至1194.5个基点。该数值创下信用违约互换盘中历史最高纪录,衍生品定价显示其未来五年违约概率超60%。英伟达是CoreWeave第二大股东,持股比例约10%。

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