公司首席执行官黄仁勋表示，CoreWeave Inc.——这家英伟达供应计算机的数据中心运营商——正在财务状况上变得更强。
Corp. Chief Executive Officer Jensen Huang said CoreWeave Inc., a data center operator that his company supplies with computers, is getting financially stronger.
“CoreWeave的实力每天都在增强，”黄仁勋在斯德哥尔摩的一次活动中对彭博社表示。他不认为英伟达需要为该公司提供后盾。“我持乐观态度。他们的资本成本实际上在下降。”黄仁勋正试图在信贷市场转而反对CoreWeave、认为其失败风险上升之后，恢复市场对该公司的信心。CoreWeave是新兴公司能否生存的重要测试案例，这些公司是为了满足英伟达等公司所宣称的对人工智能计算的无限需求而成立的。
“CoreWeave’s strength is improving every day,” Huang told Bloomberg at an event in Stockholm. He doesn’t see a need for Nvidia to backstop the company. “I’m optimistic. Their cost of capital is actually decreasing.”Huang is trying to restore confidence in the company after credit markets turned against it, judging its risk of failure is rising. CoreWeave is an important test case for the viability of new companies that have sprung up to meet what Nvidia and others have argued is insatiable demand for artificial intelligence computing.
像CoreWeave这样的公司在供应商——包括英伟达——的帮助下大举借贷，引发了人们对循环融资的担忧，这种融资正在制造虚假需求。
Companies like CoreWeave have borrowed heavily with help from their suppliers — including Nvidia — creating concern of circular financing that’s creating false demand.
根据ICE Data Services的数据，为期五年保护CoreWeave债务免于违约的成本上涨了多达74.5个基点，达到1,194.5个基点。这是有记录以来的最高盘中水平，互换定价显示未来五年内违约的概率超过60%。英伟达是CoreWeave的第二大股东，持股约10%。
The cost of protecting CoreWeave’s debt against default for five years rose by as much as 74.5 basis points to 1,194.5 basis points, according to ICE Data Services. That’s the highest intraday level on record with swaps pricing in a more than 60% chance of default within the next five years. Nvidia is CoreWeave’s second-largest shareholder with about a 10% stake.