<p>随着对高性能计算和人工智能的需求持续激增，<strong>Core Scientific Inc.</strong> CORZ 被 <strong>CoreWeave Inc.</strong> CRWV 收购的消息标志着科技领域的重大变革。这一举措不仅扩大了 CoreWeave 满足不断增长的市场需求的能力，也引发了关于其股票在运营成本上升背景下整体价值的质疑。</p>
<p>CoreWeave 宣布收购 Core Scientific 是一个战略契合，预计将为高性能计算（HPC）和人工智能（AI）工作负载释放约 150-200MW 的额外 IT 能力，Needham 表示。</p>
<p><strong>CoreWeave 分析师：</strong> 分析师 Mike Cikos 将评级从买入下调至持有。</p>
<p><strong>CoreWeave 论点：</strong> Cikos 在下调评级的说明中表示，额外的场地可能会产生比现有改造显著更高的资本支出。</p>
<p>查看其他分析师的股票评级。</p>
<p>“CRWV 对扩展到矿业没有兴趣，如果某些电力不适合 HPC/AI，CRWV 将考虑剥离它，” 他写道。</p>
<p>分析师表示，此次收购使 CoreWeave 拥有高质量的基础设施，并每年节省 5 亿美元的运营费用。</p>
<p>Cikos 表示，虽然 Core Scientific 是 “最合适的”，但 CoreWeave 可能会积极收购其他比特币矿工。</p>
<p>考虑到全股票收购 Core Scientific，CoreWeave 股票的估值似乎已满，这也导致了评级下调，他补充道。</p>
<p><strong>CRWV 股价动态：</strong> 截至周四发布时，CoreWeave 的股票下跌了 3.8%，至 147.11 美元。</p>
<ul>
<li><strong>为什么 CoreWeave 的 90 亿美元交易与芯片无关</strong></li>
</ul>
<p><em>照片：Shutterstock</em></p>

CRWV

<p>CoreWeave Inc. 已收购 Core Scientific Inc.，扩大其高性能计算和人工智能的能力。然而，运营成本的上升引发了对股票价值的担忧。分析师 Mike Cikos 将 CoreWeave 的评级从买入下调至持有，理由是资本支出增加和股票估值已达高位。尽管预计在运营费用上可节省 5 亿美元，CoreWeave 的股价在公告后下跌了 3.8%，至 147.11 美元</p>

<p>As the demand for high-performance computing and artificial intelligence continues to surge, the recent acquisition of <strong>Core Scientific Inc.</strong> CORZ by <strong>CoreWeave Inc.</strong> CRWV signals a significant shift in the tech landscape. This move not only expands CoreWeave’s capacity to meet growing market needs but also raises questions about the overall value of its stock amid rising operational costs.</p>
<div class="lb-trans"><p>随着对高性能计算和人工智能的需求持续激增，<strong>Core Scientific Inc.</strong> CORZ 被 <strong>CoreWeave Inc.</strong> CRWV 收购的消息标志着科技领域的重大变革。这一举措不仅扩大了 CoreWeave 满足不断增长的市场需求的能力，也引发了关于其股票在运营成本上升背景下整体价值的质疑。</p>
</div><p>CoreWeave’s announced acquisition of Core Scientific is a strategic fit and would unlock an estimated 150-200MW of additional IT capacity for HPC (high-performance computing) and AI (artificial intelligence) workloads, according to Needham.</p>
<div class="lb-trans"><p>CoreWeave 宣布收购 Core Scientific 是一个战略契合，预计将为高性能计算（HPC）和人工智能（AI）工作负载释放约 150-200MW 的额外 IT 能力，Needham 表示。</p>
</div><p><strong>The CoreWeave</strong> <strong>Analyst:</strong> Analyst Mike Cikos downgraded the rating from Buy to Hold.</p>
<div class="lb-trans"><p><strong>CoreWeave 分析师：</strong> 分析师 Mike Cikos 将评级从买入下调至持有。</p>
</div><p><strong>The CoreWeave Thesis:</strong> The additional sites are likely to incur significantly higher capital expenditures than the existing retrofits, Cikos said in the downgrade note.</p>
<div class="lb-trans"><p><strong>CoreWeave 论点：</strong> Cikos 在下调评级的说明中表示，额外的场地可能会产生比现有改造显著更高的资本支出。</p>
</div><p>Check out other analyst stock ratings.</p>
<div class="lb-trans"><p>查看其他分析师的股票评级。</p>
</div><p>&#34;CRWV has no interest in expanding into mining and if certain power is not suitable for HPC/AI, CRWV would look to divest it,&#34; he wrote.</p>
<div class="lb-trans"><p>“CRWV 对扩展到矿业没有兴趣，如果某些电力不适合 HPC/AI，CRWV 将考虑剥离它，” 他写道。</p>
</div><p>The acquisition allows CoreWeave to own high-quality underlying infrastructure and save $500 million in operating expenses annually, the analyst stated.</p>
<div class="lb-trans"><p>分析师表示，此次收购使 CoreWeave 拥有高质量的基础设施，并每年节省 5 亿美元的运营费用。</p>
</div><p>While Core Scientific makes &#34;the most sense,&#34; CoreWeave could aggressively acquire other bitcoin miners, Cikos said.</p>
<div class="lb-trans"><p>Cikos 表示，虽然 Core Scientific 是 “最合适的”，但 CoreWeave 可能会积极收购其他比特币矿工。</p>
</div><p>Accounting for the all-stock purchase of Core Scientific, the valuation of CoreWeave's stock seems full, which warrants the downgrade, he added.</p>
<div class="lb-trans"><p>考虑到全股票收购 Core Scientific，CoreWeave 股票的估值似乎已满，这也导致了评级下调，他补充道。</p>
</div><p><strong>CRWV Price Action:</strong> Shares of CoreWeave had declined by 3.8% to $147.11 at the time of publication on Thursday.</p>
<div class="lb-trans"><p><strong>CRWV 股价动态：</strong> 截至周四发布时，CoreWeave 的股票下跌了 3.8%，至 147.11 美元。</p>
</div><ul>
<li><strong>Why CoreWeave’s $9 Billion Deal Isn’t About Chips</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>为什么 CoreWeave 的 90 亿美元交易与芯片无关</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片：Shutterstock</em></p>
</div>

CoreWeave 收购了 Core Scientific，但不断增加的开支引发了质疑