为对手CoreWeave站台!Crusoe掌门人称新云抛售属反应过度

格隆汇
Oct 28
美国AI数据中心开发商Crusoe首席执行官Chase Lochmiller在达拉斯举行的一场投资会议上表示,近期市场对“新云”(neocloud)企业的抛售属于反应过度。 他特别提到了竞争对手CoreWeave:“据我了解,CoreWeave达成了一些非常好的交易,他们目前处境相当不错。” 这番表态正值CoreWeave深陷市场风暴之际。市场愈发担忧AI基础设施热潮能否持续、为此举借的数千亿美元债务能否顺利消化,CoreWeave正是这场争议的焦点。本月以来,CoreWeave债券价格大跌,落入困境债交易区间;其股价跌幅已超过30%。 在为同行辩护的同时,Crusoe自身也面临外界的质疑,部分科技公司对其建成并维持大型数据中心运营的能力存疑。

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