CoreWeave首席执行官在致员工的备忘录中指出订单储备强劲,以安抚员工对市场审视的担忧

路透中文
Oct 15
<a href="https://laohu8.com/S/CRWV">CoreWeave</a>首席执行官在致员工的备忘录中指出订单储备强劲,以安抚员工对市场审视的担忧

路透10月14日 - CoreWeave CRWV.O 首席执行官因特拉托尔(Mike Intrator)周三表示,市场有时会“产生误解并做出非理性反应”,这家人工智能云计算服务提供商的股价收盘下跌约15%。

具体情况如下:

  • 因特拉托尔在发给员工的一份备忘录中表示,该公司的未完成订单量足以完全支撑其债务偿付义务,路透已获阅该备忘录

  • 因特拉托在备忘录中表示,CoreWeave部分竞争对手在尝试首次公开募股(IPO)和债务融资过程中遇到的困难与延迟等问题,“正影响着市场对CoreWeave的看法”

  • 据彭博新闻社报导(该媒体当天早些时候率先披露了上述言论),CoreWeave的债券价格已暴跌至通常表明公司陷入困境的水平

  • 彭博新闻社在另一份援引Trace定价数据的报导中称,CoreWeave将于2032年到期的无担保债券周三交易价格低于面值的80美分

  • CoreWeave报告称,第二季度收入未完成订单总额为1,042亿美元 (link),高于第一季度的994亿美元

  • 除现有订单外,该公司表示第三季度已获得超过250亿美元的新客户净承诺

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