Core Scientific（Corz）在Microsoft（MSFT）Coreweave（CWAV）云计算交易回调上分享15％的预市场

比特币（BTC）矿工Core Scientific（CORZ）的股票在周四的预赛中下跌了15％，此前有报道称Microsoft（MSFT）已从一些协议中退回到很快列出的云计算公司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).

比特币（BTC）矿工Core Scientific（NYSE：CORZ）的股票在周四的预市场上下跌了15％，此前有报道称Microsoft（NASDAQ：MSFT）已从与即将列出的Cloud Cloud Computing Firm Coreweave（NYSE：CORE）的某些协议中退缩。

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.

上个月，Core Scientific表示，它计划与CoreWeave进行12亿美元的数据中心扩展。本周，Coreweave申请了一项关键的公开募股，希望以350亿美元的估值筹集40亿美元。

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，根据FT文章，为微软提供人工智能（AI）计算能力的CoreWeave正面临交付问题并错过了截止日期，导致该技术巨头扩大了其一些承诺。但是，它仍然是该公司的主要合作伙伴。

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.

微软的贡献很大，占CoreWeave收入的62％，该公司已承诺到2030年的服务支出超过100亿美元。

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迅速扩大，在2024年产生了19亿美元的收入，但报告了巨大的损失。它在很大程度上依赖于NVIDIA（NASDAQ：NVDA）AI芯片，并通过债务和股权筹集了145亿美元。

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.

该报告还提到，微软的决定与其在AI基础架构中的转变策略相吻合，而不是专注于少数大型供应商。尽管进行了调整，但微软仍在AI领域进行大量投资。