CoreWeave是3月3日首次公開募股（IPO）的人工智能（AI）領域最熱門的球員之一。

該公司與比特幣（BTC）礦工核心科學（CORZ）緊密合作；這兩家公司已經為核心科學簽署了一筆數十億美元的交易，以建造數百兆瓦的基礎設施

Hottest AI firm CoreWeave filed for an initial public offering (IPO) on March 3. The company works closely with bitcoin (BTC) miner Core Scientific (CORZ); the two firms have inked a multi-billion dollar deal for the miner to build hundreds of megawatts of infrastructure for CoreWeave to run its AI services. In fact, CoreWeave is by far Core Scientific’s largest client.

最熱門的AI公司CoreWeave於3月3日申請了首次公開募股（IPO）。該公司與比特幣（BTC）Miner Core Scientific（CORZ）密切合作；這兩家公司已經為礦工簽署了一筆數十億美元的交易，以建造數百兆瓦的基礎設施，以運行CoreWeave的AI服務。實際上，CoreWeave是迄今為止Core Scientific的最大客戶。

So how will the IPO affect Core Scientific?

那麼IPO將如何影響核心科學？

“CoreWeave’s IPO likely will have a correlating impact on Core Scientific in terms of the overall industry trends and the performance of the AI market,” Wolfie Zhao, head of research at TheMinerMag, told CoinDesk. “If CoreWeave’s public debut is successful and it sustains strong revenue growth in the coming years, it will reinforce Core Scientific’s position as a reliable infrastructure provider, ensuring a stable revenue stream from hosting CoreWeave’s GPUs and contributing to the overall valuation of Core.

Theminermag研究負責人Wolfie Zhao告訴Coindesk：“ CoreWeave的IPO可能會對核心科學產生相關的影響。” “如果Coreweave的公開首次亮相成功並且在未來幾年內持續增長，它將增強Core Scientific作為可靠的基礎設施提供商的地位，從而確保從託管CoreWeave的GPU並為Core的整體估值做出貢獻，從而確保穩定的收入來源。

“However, if the AI market experiences a downturn or the demand for high-performance computing weakens, Core could face similar headwinds, as its business is increasingly tied to the broader AI ecosystem and the success of Hyperscalers in deploying their models and services will affect the revenue potential for Core.”

“但是，如果AI市場經歷低迷或對高性能計算的需求減弱，核心可能會面臨類似的逆風，因為其業務越來越多地與更廣泛的AI生態系統息息相關，並且超級標准在部署其模型和服務方面的成功將影響核心的收入潛力。”

The IPO may end up being less of a big deal than CoreWeave’s new $12 billion deal with AI heavyweight OpenAI, analysts at investment bank Canaccord Genuity suggested in a research note on Monday. The deal will allow CoreWeave to diversify its revenue away from Microsoft, which currently contributes roughly two thirds of the firm’s revenue. That diversification should end up benefitting Core Scientific on account of the fact that CoreWeave is the firm’s biggest customer.

投資銀行Canaccord Genuity的分析師在周一的研究報告中建議，IPO最終可能比Coreweave與AI重量級OpenAI的新的120億美元交易差不多。該交易將使CoreWeave從微軟分散其收入，該收入目前貢獻了該公司收入的三分之二。由於Coreweave是公司最大的客戶，這種多元化最終應該使核心科學受益。

This quest for diversity is unlikely to hurt the relationship between the two firms, analysts at investment firm H.C. Wainwright wrote on Monday. CoreWeave’s IPO is another sign that rumours that the Hyperscaler would drop its contract with Core Scientific are untrue. “From the 20,000-foot level, how in the world would that make any sense for CoreWeave to do?” they wrote. Not only do the two firms have a long history of working together, but they regularly make agreements for the miner to provide even more infrastructure to the AI Hyperscaler.

投資公司HC Wainwright的分析師週一寫道，這種對多樣性的追求不太可能損害兩家公司之間的關係。 CoreWeave的IPO是另一個跡象表明，傳言說高標準將與Core Scientific Dive Contrace Diws Debles是不真實的。 “從20,000英尺的水平來看，在世界上，對於Coreweave來說，這有什麼意義？”他們寫道。這兩家公司不僅有著悠久的合作歷史，而且還定期為礦工達成協議，以為AI Hyperscaler提供更多的基礎設施。

As for Core Scientific itself, the firm’s executive team is “thrilled” by the potential IPO, a spokesperson told CoinDesk. “We’re proud to be part of their journey toward becoming a public company and look forward to supporting their continued success. Nothing is more rewarding than seeing our customers grow, and we’re excited to continue scaling alongside them as they reach new milestones.”

發言人告訴Coindesk，至於核心科學本身，該公司的執行團隊對潛在的IPO感到“興奮”。 “我們很榮幸能成為成為一家上市公司的旅程的一部分，並期待支持他們持續的成功。沒有什麼比看到我們的客戶成長更有意義了，我們很高興能在達​​到新的里程碑時繼續與他們一起擴展。”