CoreWeave公司首席执行官迈克·因特拉托在面对公司股价和债券价格暴跌时表示，市场行为“非理性”，他仍对这家人工智能云公司的商业模式充满信心。因特拉托在一份被彭博新闻审阅的内部备忘录中表示，CoreWeave的订单积压规模足以超过支持其债务义务所需的水平。该高管在人工智能云公司的债券跌至通常表明困境的水平之后发表了上述言论。
CoreWeave Inc. Chief Executive Officer Mike Intrator, facing a plunge in the company’s stock and bond prices, said the market is acting “irrationally” and that he remains confident in the AI cloud company’s business model. CoreWeave’s deal backlog is large enough to more than support its debt obligations, Intrator said in an internal memo reviewed by Bloomberg News. The executive made the remarks after the AI cloud company’s bonds tumbled to levels that typically indicate distress.
该公司股票周三下跌15%，至65.78美元，创下自2月以来的最大单日跌幅。截至周二收盘，该股票今年已上涨8.7%。因特拉托在给员工的备忘录中写道：“当你正在打造一种新型科技公司时，市场会出现误解并表现非理性的时期。”
The company’s shares fell 15% to $65.78 on Wednesday, marking their biggest single-day decline since February. The stock had gained 8.7% this year through Tuesday’s close.“When you are building a new type of technology company, there will be periods of time when the market misunderstands and acts irrationally,” Intrator wrote to staff.
“我们对我们的商业模式、客户、卓越的执行质量，以及我们构建的财务引擎所保持的严苛纪律充满信心。”CoreWeave的一位女发言人证实了该邮件的真实性。
“We are confident in our business model, our customers, the extraordinary quality of our execution, and the relentless discipline around the financial engine we have built.”A spokeswoman for CoreWeave confirmed the authenticity of the email.
自去年上市以来，CoreWeave已成为投资者观察全球AI基础设施繁荣程度的最具代表性风向标之一。虽然股价自上市以来飙升逾60%，使公司估值接近370亿美元，但投资者日益担忧AI泡沫的前景，以及整个行业为支撑前所未有的数据中心建设热潮而借入的数百亿美元资金。
CoreWeave, since its public debut last year, has become one of the most high-profile gauges of the worldwide AI infrastructure boom for investors. While the stock has soared by more than 60% since it listed, handing the company a valuation of nearly $37 billion, investors have grown increasingly concerned about the prospects of an AI bubble and the tens of billions of dollars being borrowed across the industry to fund an unprecedented buildout of data centres.
因特拉特表示，几家CoreWeave竞争对手“拟议IPO和债务融资的疲软与延迟等因素，正渗透进围绕CoreWeave的叙事中。”
Intrator said “factors like the weakness and delays surrounding the attempted IPOs and debt financings” of several CoreWeave rivals “are bleeding into the narrative around CoreWeave.”
据知情人士透露，数据中心运营商AirTrunk因利率上升和市场波动抑制了投资者需求，将原计划在新加坡进行的房地产投资信托基金（REIT）首次公开募股（IPO）推迟至明年。这些知情人士因信息属私密而要求不具名。
Data centre operator AirTrunk is delaying a planned initial public offering of a real estate investment trust in Singapore until next year as higher interest rates and market volatility temper investor demand, according to people familiar with the matter who asked not to be identified because the information is private.
英伟达支持的数据中心运营商Firmus Grid Ltd.上周撤回了一项拟通过IPO筹集高达55亿美元的交易，因投资者对其估值大幅跃升至300亿美元表示反感。这家澳大利亚公司目前正在与现有投资者探讨私募融资轮次。
The Nvidia-backed data centre operator Firmus Grid Ltd. pulled a deal last week to raise as much as $5.5 billion in an IPO after investors balked at its steep increase in valuation to $30 billion. The Australian company is now exploring a private round with existing investors.AI data centre developer Nscale filed for an IPO in New York last month.
AI数据中心开发商Nscale上月在纽约申请IPO。据彭博社8月报道，AI云计算服务商Lambda明年也可能寻求上市。
“它们没有我们所构建的东西，”因特拉特在内部备忘录中提到寻求公开上市和债务融资的公司时说道，并点名了Firmus、AirTrunk、Lambda和Nscale。
The AI cloud computing provider Lambda may also seek to go public next year, Bloomberg reported in August.“They don’t have what we have built,” Intrator said in his internal memo, referring to companies seeking public listings and debt financings and specifically naming Firmus, AirTrunk, Lambda and Nscale.
这些公司正试图在没有执行力、收入、规模或软件解决方案的情况下筹集巨额资本，而这些正是CoreWeave为其客户提供的。Firmus、AirTrunk、Lambda和Nscale未对置评请求作出回应，其中一些请求是在正常营业时间之外发送的。Intrator表示，公司将在下一次财报电话会议上进一步回应市场反应。“就我而言，我期待着有机会将事实摆在市场面前，”他说。
“These companies are trying to raise enormous amounts of capital without the execution, revenue, scale, or software solutions that CoreWeave delivers to its customers.”Firmus, AirTrunk, Lambda and Nscale didn’t respond to requests for comment, some of which were sent outside of normal business hours. Intrator signalled that the company will further address the market reaction during its next earnings call. “I, for one, am looking forward to having the opportunity to put the facts in front of the market,” he said. Read Also: Eight US states sue OpenAI, claiming ChatGPT harms young users