Core Scientific（Corz）在Microsoft（MSFT）Coreweave（CWAV）雲計算交易回調上分享15％的預市場

比特幣（BTC）礦工Core Scientific（CORZ）的股票在周四的預賽中下跌了15％，此前有報導稱Microsoft（MSFT）已從一些協議中退回到很快列出的雲計算公司Core core workeave。

Shares of bitcoin (BTC) miner Core Scientific (NYSE:CORZ) were down 15% in pre-market on Thursday after reports that Microsoft (NASDAQ:MSFT) has pulled back from some agreements with soon to listed cloud computing firm CoreWeave (NYSE:CORE).

比特幣（BTC）礦工Core Scientific（NYSE：CORZ）的股票在周四的預市場上下跌了15％，此前有報導稱Microsoft（NASDAQ：MSFT）已從與即將列出的Cloud Cloud Computing Firm Coreweave（NYSE：CORE）的某些協議中退縮。

Last month, Core Scientific said it was planning a $1.2 billion data center expansion with CoreWeave. This week, CoreWeave filed for an intital public offering, hoping to raise $4 billion at a $35 billion valuation.

上個月，Core Scientific表示，它計劃與CoreWeave進行12億美元的數據中心擴展。本週，Coreweave申請了一項關鍵的公開募股，希望以350億美元的估值籌集40億美元。

But according to an FT article, CoreWeave, which supplies artificial intelligence (AI) computing power to Microsoft, was facing delivery issues and missed deadlines, leading the tech giant to scale back some of its commitments. However, it remains a major partner to the firm.

但是，根據FT文章，為微軟提供人工智能（AI）計算能力的CoreWeave正面臨交付問題並錯過了截止日期，導致該技術巨頭擴大了其一些承諾。但是，它仍然是該公司的主要合作夥伴。

Microsoft’s contribution is significant, making up 62% of CoreWeave’s revenue, and the company has pledged over $10 billion in spending on its services by 2030.

微軟的貢獻很大，佔CoreWeave收入的62％，該公司已承諾到2030年的服務支出超過100億美元。

CoreWeave has expanded rapidly, generating $1.9 billion in revenue in 2024 but reporting substantial losses. It is heavily reliant on Nvidia’s (NASDAQ:NVDA) AI chips and has raised a total of $14.5 billion through debt and equity.

CoreWeave迅速擴大，在2024年產生了19億美元的收入，但報告了巨大的損失。它在很大程度上依賴於NVIDIA（NASDAQ：NVDA）AI芯片，並通過債務和股權籌集了145億美元。

The report also mentions that Microsoft’s decision aligns with its shifting strategy in AI infrastructure, moving away from concentrating on a small number of mega-suppliers. Despite this adjustment, Microsoft continues to invest heavily in the AI sector.

該報告還提到，微軟的決定與其在AI基礎架構中的轉變策略相吻合，而不是專注於少數大型供應商。儘管進行了調整，但微軟仍在AI領域進行大量投資。