与Meta Platforms Inc.、甲骨文公司和Alphabet Inc.旗下谷歌等企业签有合同的数据中心开发商兼AI算力供应商Crusoe的首席执行官称，近期所谓“新云”板块的抛售“被夸大”了，并称竞争对手CoreWeave Inc.做成了“一些非常好的交易”。Crusoe首席执行官蔡斯·洛克米勒周二在达拉斯举行的彭博投资会议上表示：“我确实坚定地认为，很多这种焦虑被夸大了，有点反应过度。”
The chief of Crusoe, a data center developer and AI computing supplier that has contracts with firms including Meta Platforms Inc., Oracle Corp. and Alphabet Inc.’s Google, called the recent selloff of so-called neoclouds “overblown” and said rival CoreWeave Inc. has done “some very good deals.”“I do pretty firmly believe that a lot of this angst is overblown and is a bit of an overreaction,” Crusoe Chief Executive Officer Chase Lochmiller said at the Bloomberg Invest conference in Dallas on Tuesday.
他说：“我知道CoreWeave做成了一些非常好的交易。他们处于相当有利的位置。”AI算力供应商CoreWeave发现自己正处于外界对AI基础设施热潮韧性以及为其融资而借入的数千亿美元日益加剧的担忧的中心。本月，该公司债券暴跌至不良债水平，股价也已大跌超过30%。
“I know CoreWeave has made some very good deals,” he said. “They’re in a pretty good position.”The AI computing provider CoreWeave has found itself at the center of intensifying concerns over the resilience of the AI infrastructure boom and the hundreds of billions of dollars being borrowed to finance it. Its bonds plunged to distressed levels this month, and shares of the company have tanked more than 30%.
Crusoe成立于2018年，最出名的是开发大型数据中心项目，包括OpenAI的旗舰站点以及甲骨文在得克萨斯的Stargate项目。但该公司也一直在出售AI云计算容量，加入了像CoreWeave这样新兴的“新云”行列，以满足大型企业激增的AI需求。
Founded in 2018, Crusoe is known best for developing big data center projects, including the flagship site of OpenAI and Oracle’s Stargate project in Texas. But the company has also been selling AI cloud computing capacity, joining the burgeoning class of neoclouds like CoreWeave that have emerged to meet soaring AI demand from large enterprises.
上个月，Crusoe在一轮融资中筹集了超过30亿美元，对该初创公司的估值约为300亿美元。该公司吸引了一些知名投资者，包括英伟达和Salesforce Inc.。
Last month, Crusoe raised more than $3 billion in a funding round that valued the startup at roughly $30 billion. The firm has attracted some high-profile investors, including Nvidia Corp. and Salesforce Inc.
知情人士告诉彭博，尽管Crusoe筹集了这么多资金，但这家后起之秀本身在一些科技公司那里引发了质疑，原因是其是否有能力让庞大且资源密集型的数据中心上线并保持运行。今年早些时候，Crusoe在得克萨斯州阿比林遭遇了另一个挫折。在那里，甲骨文和OpenAI决定不再从Crusoe租用额外容量，尽管该空间后来被微软接手。
For all the cash Crusoe has raised, the upstart itself has drawn skepticism from some technology companies over its ability to get and keep massive and resource-intensive data centers online, people familiar with the situation have told Bloomberg. Earlier this year, Crusoe suffered a different setback in Abilene, Texas. There, Oracle and OpenAI decided not to lease additional capacity from Crusoe, though the space was later taken up by Microsoft Corp.
洛赫米勒表示，Crusoe 仍然看到“压倒性的海啸般需求”，这种需求既“深度又广度”。
Lochmiller said Crusoe has continued to see “an overwhelming tidal wave of demand” that is both “deep and broad.”