Investing.com - 人工智能云服务提供商 CoreWeave Inc. 已联系德克萨斯州当选州长吉娜·伊诺霍萨 (Gina Hinojosa)，寻求在数据中心法规方面开展合作，此举是向其示好，此前她竞选承诺暂停新基础设施建设引发了严重的市场抛售。
Investing.com - Artificial intelligence cloud provider CoreWeave Inc. has reached out to Texas Governor-elect Gina Hinojosa to collaborate on data center regulations, an olive branch that follows a severe market sell-off triggered by her campaign pledge to halt new infrastructure buildouts.
在致新一届政府的一封信中，CoreWeave 联合创始人兼首席执行官迈克尔·因特拉托 (Michael Intrator) 寻求将这家高杠杆公司与伊诺霍萨严格的新政纲保持一致。
In a letter to the incoming administration, CoreWeave co-founder and Chief Executive Officer Michael Intrator sought to align the heavily leveraged company with Hinojosa’s strict new platform.
因特拉托在一份声明中说：“您已明确表示，数据中心增长必须造福德克萨斯州。我们强烈支持这些原则。” 他补充说，公司欢迎有机会与其过渡团队合作，推动“已获许可项目的负责任完工，并制定清晰、持久的未来发展标准。”
“You have made clear that data center growth must work for Texas,” Intrator said in a statement. “We strongly support those principles.”
债务担忧与市场崩盘 这一外交姿态正值这家 GPU 加速云服务提供商处于危险的财务时刻。受信贷市场焦虑和德克萨斯州政治风向转变的共同驱动，CoreWeave 的股票和公司债券在最近几周遭遇了惨烈抛售。
He added that the company welcomes the opportunity to work with her transition team on the “responsible completion of permitted projects and on clear, durable standards for future development.”Debt fears and a market rout The diplomatic overture comes at a precarious financial moment for the GPU-accelerated cloud provider. CoreWeave’s equity and corporate bonds have suffered a brutal sell-off in recent weeks, driven by a combination of credit market anxiety and the political shift in Texas.
伊诺霍萨公开呼吁全州范围内暂停新建 AI 数据中心，以保护当地水资源和电力网，将当前的监管环境称为企业的“西部荒野”。这些政治逆风加剧了市场对 CoreWeave 高杠杆商业模式的担忧。该公司股价近期暴跌至 49.92 美元的历史新低——单月跌幅达 44%——而其公司债券收益率于 11 月初飙升至 17% 以上。
Hinojosa has publicly called for a statewide moratorium on new AI data center construction to protect local water supplies and the electricity grid, labeling the current regulatory environment a corporate "Wild West." Those political headwinds have exacerbated mounting fears regarding CoreWeave’s highly leveraged business model. The company’s stock recently plunged to a record low of $49.92 - capping a 44% monthly decline - while yields on its corporate bonds surged past 17% in early November.
投资者日益担忧，州级监管障碍和许可延误可能会使“新云”建设者的资金密集型扩张计划脱轨。CoreWeave 的巨额债务估计接近 500 亿美元，严重依赖持续借贷为其英伟达 GPU 集群提供资金，使其极易受到信贷市场收紧、利率上升和基础设施项目停滞的影响。
Investors have grown increasingly wary that state-level regulatory roadblocks and permitting delays could derail the capital-intensive expansion plans of "neocloud" builders. With a massive debt load estimated near $50 billion, CoreWeave relies heavily on continuous borrowing to finance its Nvidia GPU clusters, leaving it highly vulnerable to tightening credit markets, rising interest rates, and stalled infrastructure projects.