Analysis-Why CoreWeave is in the crosshairs of the AI scare分析——为何 CoreWeave 成为人工智能恐慌的众矢之的
LONDON/BENGALURU, Oct 16 (Reuters) - Loss-making and deeply indebted US cloud company CoreWeave became an easy target this week for investors concerned about an artificial intelligence bubble. Its selloff, though, has greater significance for markets than its size implies.
Michael Intrator, Chief Executive Officer of CoreWeave Inc., attends an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., September 22, 2025. REUTERS/Jeenah Moon/File Photo
LONDON/BENGALURU, Oct 16 (Reuters) - Loss-making and deeply indebted US cloud company CoreWeave became an easy target this week for investors concerned about an artificial intelligence bubble. Its selloff, though, has greater significance for markets than its size implies.
The slump in the shares and bonds of the $39 billion Nvidia-backed AI infrastructure company came after third-quarter reports from hyperscalers hinted at delays in data center projects and a slower pace of growth in capital expenditure.
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2025年9月22日，CoreWeave公司首席执行官迈克尔·因特拉托在美国纽约证券交易所（NYSE）接受CNBC采访。路透社/Jeenah Moon/资料照片
伦敦/班加罗尔，10月16日（路透社）——亏损且负债累累的美国云计算公司CoreWeave本周成为投资者眼中人工智能泡沫的众矢之的。然而，其抛售对市场的影响远比其规模所显示的要大。
这家市值 390 亿美元的英伟达支持的人工智能基础设施公司的股票和债券暴跌，此前超大规模数据中心运营商发布的第三季度报告暗示数据中心项目延期，资本支出增长速度放缓。
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