<p>隨着對高性能計算和人工智能的需求持續激增，<strong>Core Scientific Inc.</strong> CORZ 被 <strong>CoreWeave Inc.</strong> CRWV 收購的消息標誌着科技領域的重大變革。這一舉措不僅擴大了 CoreWeave 滿足不斷增長的市場需求的能力，也引發了關於其股票在運營成本上升背景下整體價值的質疑。</p>
<p>CoreWeave 宣佈收購 Core Scientific 是一個戰略契合，預計將為高性能計算（HPC）和人工智能（AI）工作負載釋放約 150-200MW 的額外 IT 能力，Needham 表示。</p>
<p><strong>CoreWeave 分析師：</strong> 分析師 Mike Cikos 將評級從買入下調至持有。</p>
<p><strong>CoreWeave 論點：</strong> Cikos 在下調評級的説明中表示，額外的場地可能會產生比現有改造顯著更高的資本支出。</p>
<p>查看其他分析師的股票評級。</p>
<p>“CRWV 對擴展到礦業沒有興趣，如果某些電力不適合 HPC/AI，CRWV 將考慮剝離它，” 他寫道。</p>
<p>分析師表示，此次收購使 CoreWeave 擁有高質量的基礎設施，並每年節省 5 億美元的運營費用。</p>
<p>Cikos 表示，雖然 Core Scientific 是 “最合適的”，但 CoreWeave 可能會積極收購其他比特幣礦工。</p>
<p>考慮到全股票收購 Core Scientific，CoreWeave 股票的估值似乎已滿，這也導致了評級下調，他補充道。</p>
<p><strong>CRWV 股價動態：</strong> 截至週四發佈時，CoreWeave 的股票下跌了 3.8%，至 147.11 美元。</p>
<ul>
<li><strong>為什麼 CoreWeave 的 90 億美元交易與芯片無關</strong></li>
</ul>
<p><em>照片：Shutterstock</em></p>

CRWV

<p>CoreWeave Inc. 已收購 Core Scientific Inc.，擴大其高性能計算和人工智能的能力。然而，運營成本的上升引發了對股票價值的擔憂。分析師 Mike Cikos 將 CoreWeave 的評級從買入下調至持有，理由是資本支出增加和股票估值已達高位。儘管預計在運營費用上可節省 5 億美元，CoreWeave 的股價在公告後下跌了 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>隨着對高性能計算和人工智能的需求持續激增，<strong>Core Scientific Inc.</strong> CORZ 被 <strong>CoreWeave Inc.</strong> CRWV 收購的消息標誌着科技領域的重大變革。這一舉措不僅擴大了 CoreWeave 滿足不斷增長的市場需求的能力，也引發了關於其股票在運營成本上升背景下整體價值的質疑。</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 宣佈收購 Core Scientific 是一個戰略契合，預計將為高性能計算（HPC）和人工智能（AI）工作負載釋放約 150-200MW 的額外 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 分析師：</strong> 分析師 Mike Cikos 將評級從買入下調至持有。</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 論點：</strong> Cikos 在下調評級的説明中表示，額外的場地可能會產生比現有改造顯著更高的資本支出。</p>
</div><p>Check out other analyst stock ratings.</p>
<div class="lb-trans"><p>查看其他分析師的股票評級。</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 對擴展到礦業沒有興趣，如果某些電力不適合 HPC/AI，CRWV 將考慮剝離它，” 他寫道。</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>分析師表示，此次收購使 CoreWeave 擁有高質量的基礎設施，並每年節省 5 億美元的運營費用。</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，雖然 Core Scientific 是 “最合適的”，但 CoreWeave 可能會積極收購其他比特幣礦工。</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>考慮到全股票收購 Core Scientific，CoreWeave 股票的估值似乎已滿，這也導致了評級下調，他補充道。</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 股價動態：</strong> 截至週四發佈時，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>為什麼 CoreWeave 的 90 億美元交易與芯片無關</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片：Shutterstock</em></p>
</div>

CoreWeave 收購了 Core Scientific，但不斷增加的開支引發了質疑