<p><strong>CoreWeave Inc.</strong> CRWV，一家人工智能云计算公司，通过合资企业获得了 40 亿美元，以支持其在宾夕法尼亚州兰开斯特的扩张计划。</p>
<p>在这里查看 CRWV 的股价。</p>
<h2><strong>CoreWeave 为宾夕法尼亚数据中心筹集 40 亿美元</strong></h2>
<p>根据 <strong>Rittenhouse Research</strong> 的最新分析，该交易涉及由 <strong>Blue Owl Capital</strong> 管理的资金、<strong>Chirisa Technology Parks</strong>(CTP) 的附属公司和 <strong>Machine Investment Group</strong>(MIG)，直接回应并反驳了关于公司财务战略的常见批评。</p>
<p>这 40 亿美元的资金专用于兰开斯特校园，这是一个计划中的创新中心，旨在为最新的人工智能应用提供计算基础设施。</p>
<p>Blue Owl 表示，其计划为 CTP 的开发提供高达 200 亿美元的资金，延续了已经支持弗吉尼亚州和宾夕法尼亚州近半吉瓦新开发项目的现有合作关系。</p>
<h2><strong>CRWV 的债务并未用于投机性资本支出</strong></h2>
<p>值得注意的是，这项巨额投资是在关于人工智能基础设施增长可持续性的持续讨论中到来的。</p>
<p>Rittenhouse Research 在 X 上发布的分析中强调，“CoreWeave 的债务负担常常被人工智能怀疑者引用，他们将当前的人工智能基础设施建设与 2000 年代初的电信泡沫进行比较。”</p>
<p>然而，该研究坚决反驳这一观点，指出，“实际上，CRWV 的大部分债务负担与基础客户合同直接相关。CRWV 并未发行债务来资助可能不会产生未来收入的投机性资本支出。”</p>
<p>这种以合同为支撑的方法是 CoreWeave 财务健康的基石。研究进一步指出，CRWV 的 98% 收入与特定的长期（4 年以上）客户合同相关，展示了一个强大且降低风险的商业模式。</p>
<h2><strong>CRWV 的债务成本在第二季度下降</strong></h2>
<p>除了获得重大资金外，CoreWeave 在降低其债务资本成本方面也取得了显著成功。Rittenhouse Research 指出，第二季度的利息支出与第一季度基本持平，尽管总债务从 88 亿美元增加到 112 亿美元。</p>
<p>其债务的隐含平均利率从 13% 下降到 11%，反映出对高成本设施的战略性偿还和以更有利利率的新借款。“贷款人对其商业模式的信心不断增强，” 研究指出，表明市场对 CoreWeave 方法的信心在增强。</p>
<h2><strong>40 亿美元的合资企业重申了 CRWV 的财务审慎</strong></h2>
<p>兰开斯特校园被设想为一个可持续的设施，利用现有建筑的适应性再利用，并结合先进的节能冷却系统。</p>
<p>该合作伙伴关系还计划与 PPL Electric Utilities 合作，为当地电网改善提供约 2 亿美元的资金，确保对社区产生积极影响。因此，这项 40 亿美元的合资企业不仅增强了 CoreWeave 的能力，还在快速发展的人工智能领域强化了其财务审慎。</p>
<h2><strong>价格动态</strong></h2>
<p>CoreWeave 的股票在周二收盘下跌 1.07%，盘后上涨 0.50%。自 3 月上市以来上涨了 128.48%。</p>
<p><strong>Benzinga 的边缘股票排名</strong> 显示，CRWV 在短期、中期和长期内维持较弱的价格趋势。此外，该股票在价值排名上表现不佳。更多表现细节请见这里。</p>
<p><strong>SPDR S&amp;P 500 ETF Trust</strong> SPY 和 <strong>Invesco QQQ Trust ETF</strong> QQQ 分别跟踪标准普尔 500 指数和纳斯达克 100 指数，周二上涨。SPY 上涨 0.42%，报 645.16 美元，而 QQQ 也上涨 0.40%，报 572.61 美元，根据 Benzinga Pro 的数据。</p>
<p>周三，标准普尔 500、道琼斯和纳斯达克 100 指数的期货交易略有上涨。</p>
<ul>
<li><strong>CoreWeave 股票：内部人士在出售，但其他人正在购买</strong></li>
</ul>
<p><strong><em>免责声明：</em></strong> <em>本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
<p><em>照片：T. Schneider / Shutterstock</em></p>

CRWV

<p>CoreWeave Inc. 已获得 40 亿美元的合资企业，以扩展其在宾夕法尼亚州兰卡斯特的人工智能云计算业务。这笔资金由 Blue Owl Capital 等机构支持，反驳了对公司财务战略的批评，强调其债务与长期客户合同相关。CoreWeave 的债务成本已下降，反映出贷方的信心。兰卡斯特校园将专注于可持续实践和当地电网的改善。尽管最近股价下跌，CoreWeave 的股票自三月上市以来已大幅上涨</p>

<p><strong>CoreWeave Inc.</strong> CRWV, an AI cloud computing firm, has secured $4 billion through a joint venture to support its planned expansion in Lancaster, Pennsylvania.</p>
<div class="lb-trans"><p><strong>CoreWeave Inc.</strong> CRWV，一家人工智能云计算公司，通过合资企业获得了 40 亿美元，以支持其在宾夕法尼亚州兰开斯特的扩张计划。</p>
</div><p>Check out CRWV’s stock price over here.</p>
<div class="lb-trans"><p>在这里查看 CRWV 的股价。</p>
</div><h2><strong>CoreWeave Raises $4 Billion For Pennsylvania Data Center</strong></h2>
<div class="lb-trans"><h2><strong>CoreWeave 为宾夕法尼亚数据中心筹集 40 亿美元</strong></h2>
</div><p>The deal, involving funds managed by <strong>Blue Owl Capital</strong>, affiliates of <strong>Chirisa Technology Parks</strong>(CTP), and <strong>Machine Investment Group</strong>(MIG), directly addresses and refutes common criticisms regarding the company’s financial strategy, according to a recent analysis by <strong>Rittenhouse Research</strong>.</p>
<div class="lb-trans"><p>根据 <strong>Rittenhouse Research</strong> 的最新分析，该交易涉及由 <strong>Blue Owl Capital</strong> 管理的资金、<strong>Chirisa Technology Parks</strong>(CTP) 的附属公司和 <strong>Machine Investment Group</strong>(MIG)，直接回应并反驳了关于公司财务战略的常见批评。</p>
</div><p>The $4 billion funding is dedicated to the Lancaster campus, a planned innovation hub set to host compute infrastructure for the latest Artificial Intelligence applications.</p>
<div class="lb-trans"><p>这 40 亿美元的资金专用于兰开斯特校园，这是一个计划中的创新中心，旨在为最新的人工智能应用提供计算基础设施。</p>
</div><p>Blue Owl stated its intention to fund up to $20 billion of developments for CTP, extending an existing partnership that already supports nearly half a gigawatt of new developments in Virginia and Pennsylvania.</p>
<div class="lb-trans"><p>Blue Owl 表示，其计划为 CTP 的开发提供高达 200 亿美元的资金，延续了已经支持弗吉尼亚州和宾夕法尼亚州近半吉瓦新开发项目的现有合作关系。</p>
</div><h2><strong>CRWV Debt Is Not Funding Speculative CapEx</strong></h2>
<div class="lb-trans"><h2><strong>CRWV 的债务并未用于投机性资本支出</strong></h2>
</div><p>Critically, this substantial investment arrives amid ongoing discussions about the sustainability of AI infrastructure growth.</p>
<div class="lb-trans"><p>值得注意的是，这项巨额投资是在关于人工智能基础设施增长可持续性的持续讨论中到来的。</p>
</div><p>Rittenhouse Research, in an analysis published on X, highlighted that “CoreWeave’s debt load is oft-cited by AI skeptics comparing the current AI infrastructure build-out to the telecom bubble of the early 2000s.”</p>
<div class="lb-trans"><p>Rittenhouse Research 在 X 上发布的分析中强调，“CoreWeave 的债务负担常常被人工智能怀疑者引用，他们将当前的人工智能基础设施建设与 2000 年代初的电信泡沫进行比较。”</p>
</div><p>However, the research firmly counters this, stating, “In reality, the majority of CRWV’s debt-load is specifically tied to underlying customer contracts. CRWV is not issuing debt to fund speculative CapEx that may or may not generate future revenue.”</p>
<div class="lb-trans"><p>然而，该研究坚决反驳这一观点，指出，“实际上，CRWV 的大部分债务负担与基础客户合同直接相关。CRWV 并未发行债务来资助可能不会产生未来收入的投机性资本支出。”</p>
</div><p>This contract-backed approach is a cornerstone of CoreWeave’s financial health. The research further noted that 98% of CRWV’s revenue is tied to specific long-term (4+ years) customer contracts, demonstrating a robust and de-risked business model.</p>
<div class="lb-trans"><p>这种以合同为支撑的方法是 CoreWeave 财务健康的基石。研究进一步指出，CRWV 的 98% 收入与特定的长期（4 年以上）客户合同相关，展示了一个强大且降低风险的商业模式。</p>
</div><h2><strong>CRWV Cost Of Debt Falls In Q2</strong></h2>
<div class="lb-trans"><h2><strong>CRWV 的债务成本在第二季度下降</strong></h2>
</div><p>Beyond securing major funding, CoreWeave has also been highly successful in driving down its cost of debt capital. Rittenhouse Research pointed out that the second quarter’s interest expense was essentially flat as compared to the first quarter, despite total debt increasing from $8.8 billion to $11.2 billion.</p>
<div class="lb-trans"><p>除了获得重大资金外，CoreWeave 在降低其债务资本成本方面也取得了显著成功。Rittenhouse Research 指出，第二季度的利息支出与第一季度基本持平，尽管总债务从 88 亿美元增加到 112 亿美元。</p>
</div><p>The implied average interest rate on its debt declined from 13% to 11% quarter-over-quarter, reflecting strategic paydowns on higher-cost facilities and new draws at more favorable rates. “Lenders continue to get more comfortable with its business model,” the research noted, indicating growing market confidence in CoreWeave’s approach.</p>
<div class="lb-trans"><p>其债务的隐含平均利率从 13% 下降到 11%，反映出对高成本设施的战略性偿还和以更有利利率的新借款。“贷款人对其商业模式的信心不断增强，” 研究指出，表明市场对 CoreWeave 方法的信心在增强。</p>
</div><h2><strong>The $4 Billion JV Reiterates CRWV’s Financial Prudence</strong></h2>
<div class="lb-trans"><h2><strong>40 亿美元的合资企业重申了 CRWV 的财务审慎</strong></h2>
</div><p>The Lancaster campus is envisioned as a sustainable facility, utilizing adaptive reuse of existing buildings and incorporating advanced, energy-efficient cooling systems.</p>
<div class="lb-trans"><p>兰开斯特校园被设想为一个可持续的设施，利用现有建筑的适应性再利用，并结合先进的节能冷却系统。</p>
</div><p>The partnership also plans to fund approximately $200 million for local power grid improvements in collaboration with PPL Electric Utilities, ensuring a positive community impact. This $4 billion joint venture, therefore, not only bolsters CoreWeave’s capacity but also reinforces its financial prudence in the rapidly evolving AI landscape.</p>
<div class="lb-trans"><p>该合作伙伴关系还计划与 PPL Electric Utilities 合作，为当地电网改善提供约 2 亿美元的资金，确保对社区产生积极影响。因此，这项 40 亿美元的合资企业不仅增强了 CoreWeave 的能力，还在快速发展的人工智能领域强化了其财务审慎。</p>
</div><h2><strong>Price Action</strong></h2>
<div class="lb-trans"><h2><strong>价格动态</strong></h2>
</div><p>Coreweave’s shares closed 1.07% lower on Tuesday and rose 0.50% after hours. It was up 128.48% since its listing in March.</p>
<div class="lb-trans"><p>CoreWeave 的股票在周二收盘下跌 1.07%，盘后上涨 0.50%。自 3 月上市以来上涨了 128.48%。</p>
</div><p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that CRWV maintains a weaker price trend in the short, medium, and long terms. Also, the stock scores poorly on value rankings. Additional performance details are available here.</p>
<div class="lb-trans"><p><strong>Benzinga 的边缘股票排名</strong> 显示，CRWV 在短期、中期和长期内维持较弱的价格趋势。此外，该股票在价值排名上表现不佳。更多表现细节请见这里。</p>
</div><p>The <strong>SPDR S&amp;P 500 ETF Trust</strong> SPY and <strong>Invesco QQQ Trust ETF</strong> QQQ, which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Tuesday. The SPY was up 0.42% at $645.16, while the QQQ also advanced 0.40% to $572.61, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>SPDR S&amp;P 500 ETF Trust</strong> SPY 和 <strong>Invesco QQQ Trust ETF</strong> QQQ 分别跟踪标准普尔 500 指数和纳斯达克 100 指数，周二上涨。SPY 上涨 0.42%，报 645.16 美元，而 QQQ 也上涨 0.40%，报 572.61 美元，根据 Benzinga Pro 的数据。</p>
</div><p>On Wednesday, the futures of the S&amp;P 500, Dow Jones, and Nasdaq 100 indices were trading slightly higher.</p>
<div class="lb-trans"><p>周三，标准普尔 500、道琼斯和纳斯达克 100 指数的期货交易略有上涨。</p>
</div><ul>
<li><strong>CoreWeave Stock: Insiders Are Selling, But Everyone Else Is Buying</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>CoreWeave 股票：内部人士在出售，但其他人正在购买</strong></li>
</ul>
</div><p><strong><em>Disclaimer:</em></strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><strong><em>免责声明：</em></strong> <em>本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div><p><em>Photo: T. Schneider / Shutterstock</em></p>
<div class="lb-trans"><p><em>照片：T. Schneider / Shutterstock</em></p>
</div>

CoreWeave 签署了价值 40 亿美元的人工智能协议，分析师指出，这证明了 CRWV 并没有通过发行债务来资助投机性的资本支出