微软削减了与Core Scientific的AI合作伙伴的合同，使投资者的信心震撼

比特币（BTC）矿工Core Scientific在Microsoft缩小了与该公司的业务合作伙伴之一Coreweave的合同后，在3月5日的股价下跌10％。

Microsoft's decision to reduce contractual commitments tied to Core Scientific's AI partner, CoreWeave, has rattled investor confidence in the Bitcoin (BTC) miner as the tech giant remains a major revenue source.

微软决定减少与Core Scientific AI合作伙伴Coreweave相关的合同承诺的决定，这使投资者对比特币（BTC）矿工的信心仍然是一项主要的收入来源。

According to a report by the Financial Times, Microsoft pulled back on some of its contracts with CoreWeave after becoming "dissatisfied" with certain deliveries. Despite this, Microsoft still accounts for 65% of CoreWeave's business and could pay the firm $10 billion for services under a multi-year agreement.

根据《金融时报》的一份报告，微软在与某些交付“不满意”后，与Coreweave签订了一些合同。尽管如此，微软仍然占CoreWeave业务的65％，并可以根据一项多年协议向该公司支付100亿美元的服务。

The news comes as CoreWeave announced its filing for an initial public offering. The filing stated that the firm is seeking to raise $4 billion at a $35 billion valuation.

这一消息是因为Coreweave宣布提出首次公开募股的申请。该文件指出，该公司正在寻求以350亿美元的估值筹集40亿美元。

In its S-1 registration, filed with the U.S. Securities and Exchange Commission, CoreWeave noted that "any negative changes in demand" from Microsoft would "adversely affect" its business, finances, and "future prospects."

Coreweave在向美国证券交易委员会提交的S-1注册中指出，微软的“需求需求变化有任何负面变化”将“不利影响”其业务，财务和“未来前景”。

Earlier this month, Core Scientific and CoreWeave announced a $1.2 billion data center deal to provide high-performance computing services for the latter's artificial intelligence and cloud computing operations.

本月初，Core Scientific和Coreweave宣布了一项12亿美元的数据中心协议，为后者的人工智能和云计算操作提供高性能计算服务。

The partnership came after last year's Bitcoin halving, which forced miners like Core Scientific to seek new revenue sources. With its massive-scale data centers and technological capabilities, CoreWeave began offering HPC services to major AI and other compute-heavy firms, with Microsoft being a primary customer.

该伙伴关系是在去年比特币减半之后进行的，该比特币迫使矿工等核心科学寻求新的收入来源。 Coreweave凭借其庞大的数据中心和技术能力，开始为AI少校和其他计算公司提供HPC服务，Microsoft是主要客户。

Following the news, shares of Core Scientific dropped 10% to trade at $8.32 by Monday morning. Investors also assessed the new risk from Microsoft's pullback and bankruptcy reorganization as the firm concluded its Chapter 11 case.

新闻之后，到周一早上，核心科学的股票下跌了10％的交易为8.32美元。投资者还评估了Microsoft的回调和破产重组的新风险，因为该公司结束了第11章。

In December, Core Scientific announced that it hired ex-Morgan Stanley veteran Jim Nygaard to oversee its balance sheet as CFO during this new chapter.

12月，Core Scientific宣布，它聘请了前摩根史丹利资深人士Jim Nygaard在本章期间监督其资产负债表为CFO。