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该公司与比特币(BTC)矿工核心科学(CORZ)紧密合作;这两家公司已经为核心科学签署了一笔数十亿美元的交易,以建造数百兆瓦的基础设施
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.
最热门的AI公司CoreWeave于3月3日申请了首次公开募股(IPO)。该公司与比特币(BTC)Miner Core Scientific(CORZ)密切合作;这两家公司已经为矿工签署了一笔数十亿美元的交易,以建造数百兆瓦的基础设施,以运行CoreWeave的AI服务。实际上,CoreWeave是迄今为止Core Scientific的最大客户。
So how will the IPO affect Core Scientific?
那么IPO将如何影响核心科学?
“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研究负责人Wolfie Zhao告诉Coindesk:“ CoreWeave的IPO可能会对核心科学产生相关的影响。” “如果Coreweave的公开首次亮相成功并且在未来几年内持续增长,它将增强Core Scientific作为可靠的基础设施提供商的地位,从而确保从托管CoreWeave的GPU并为Core的整体估值做出贡献,从而确保稳定的收入来源。
“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市场经历低迷或对高性能计算的需求减弱,核心可能会面临类似的逆风,因为其业务越来越多地与更广泛的AI生态系统息息相关,并且超级标准在部署其模型和服务方面的成功将影响核心的收入潜力。”
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.
投资银行Canaccord Genuity的分析师在周一的研究报告中建议,IPO最终可能比Coreweave与AI重量级OpenAI的新的120亿美元交易差不多。该交易将使CoreWeave从微软分散其收入,该收入目前贡献了该公司收入的三分之二。由于Coreweave是公司最大的客户,这种多元化最终应该使核心科学受益。
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.
投资公司HC Wainwright的分析师周一写道,这种对多样性的追求不太可能损害两家公司之间的关系。 CoreWeave的IPO是另一个迹象表明,传言说高标准将与Core Scientific Dive Contrace Diws Debles是不真实的。 “从20,000英尺的水平来看,在世界上,对于Coreweave来说,这有什么意义?”他们写道。这两家公司不仅有着悠久的合作历史,而且还定期为矿工达成协议,以为AI Hyperscaler提供更多的基础设施。
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.”
发言人告诉Coindesk,至于核心科学本身,该公司的执行团队对潜在的IPO感到“兴奋”。 “我们为成为一家上市公司的旅程而感到自豪,并期待支持他们的持续成功。
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