CoreWeave（CRWV.O）周三上涨10%，在疲软的AI云股票中引发反弹，其庞大的支出带来了强劲的收入增长，公司也表示将从导致AI泡沫警报的借贷狂热中收缩。
CoreWeave (CRWV.O) jumped 10% on Wednesday, igniting a rally in battered AI cloud stocks, as its hefty spending yielded strong revenue growth and the company signaled a pullback from the borrowing binge that had set off alarms of an AI bubble.
核心数据显示，该公司的业绩也推高了关键股东Nvidia（NVDA.O）的股价5%，此前两天因担忧CEO Jensen Huang的未来而大幅下跌，该CEO因与一名被指控为北京间谍的中国女商人交往而受关注。
The earnings also lifted shares of key CoreWeave backer Nvidia (NVDA.O) by 5%, after a bruising two-day slide driven by worries about CEO Jensen Huang's future at the company following his affair with a Chinese businesswoman alleged to be a spy for Beijing.
被称为“新云”的公司，包括Nebius（NBIS.O）和Iren（IREN.O），在近几周因担忧其债务驱动的数据中心扩张若因AI需求放缓而适得其反而遭遇动荡后，股价反弹。
Shares of so-called "neoclouds" including Nebius (NBIS.O) and Iren (IREN.O) rallied after facing weeks of turmoil on fears that their debt-fueled data center expansion could backfire if AI demand slows.
上周末的民主派中间选举大胜又为行业带来了新打击，多名获胜候选人竞选更严格的监管和对新数据中心建设的暂停，其中包括关键市场得克萨斯州。
The Democratic midterm sweep last week dealt another blow to the industry, with several winning candidates campaigning for tighter regulation and moratoriums on new data center construction, including in the crucial market of Texas.
CoreWeave CEO Michael Intrator 周二在接受路透社采访时表示，更严格的审查可能会减缓行业范围内的数据中心建设，但他不认为这会显著改变公司的扩张计划或推高成本。
CoreWeave CEO Michael Intrator told Reuters on Tuesday that greater scrutiny could slow data center construction across the industry, but he did not expect it to significantly alter the company's expansion plans or drive up costs.
公司还上调了年度收入预测，并表示在最近的借贷成本飙升后，将不会进入非担保债务市场，现有合同产生的现金流将覆盖当前和未来的债务偿还。
The company also raised its annual revenue forecast and said it would not tap unsecured debt markets after a recent spike in borrowing costs and that cash flow from existing contracts would cover both current and future debt repayments.
“CoreWeave交付了我们所能期待的最佳季度。数据良好至优秀，融资问题已得到解决，战略举措合理，”由Madison Rezaei领衔的伯恩斯坦分析师在客户备忘录中表示。
"CoreWeave delivered about the best quarter we could have asked for. Stats were good-to-great, funding concerns were addressed and the strategic moves make sense," Bernstein analysts led by Madison Rezaei said in a client note.
但他们警告称，CoreWeave“在AI计算能力放缓带来的危机来临时将是首当其冲且受打击最严重的公司之一”。
But they warned that CoreWeave "will be among the first and hardest hit" when the crunch in AI computing capacity eases.
SoftBank周二的表现凸显了时机问题的重要性，该公司因非可退还的设备付款而计提了37亿美元的减值，用于为其美国数据中心供电。
The risks of mistiming AI investments became evident on Tuesday as SoftBank took a $3.7 billion writedown on non-refundable payments for equipment to power its US data centers.
这使日本科技投资者第二季度净亏损70亿美元，这是其近两年来的首次亏损。
That pushed the Japanese tech investor to a second-quarter net loss of $7 billion, its first in nearly two years.
目前，CoreWeave的业绩让AI基础设施股票投资者有理由欢欣鼓舞，Nebius、Iren、Oracle（ORCL.N）和Applied Digital在盘前交易中上涨4.7%至11.8%。
For now, CoreWeave's results gave investors in AI infrastructure stocks reason to cheer, with Nebius, Iren, Oracle (ORCL.N) and Applied Digital climbing between 4.7% and 11.8% in premarket trading.
除Nebius外，所有这些股票周二为止今年已下跌32%至48%，而Nebius则飙升60%。
All the stocks but Nebius have lost 32% to 48% this year as of Tuesday, while Nebius has surged 60%.
包括CoreWeave在内的云计算公司，当天市值合计有望增加超过250亿美元，而英伟达一家若涨幅保持，市值将增加约2100亿美元。Nebius将于周四开盘前公布业绩。
Together, the cloud companies, including CoreWeave, were set to gain more than $25 billion in market value on the day, while Nvidia alone stood to add about $210 billion, if gains hold. Nebius is due to report results before Thursday's opening bell.