CoreWeave营收超出预期并上调业绩指引后，首席执行官迈克·因特拉托表示，尽管上周民主党在中期选举中大获全胜，公司仍将安然无恙。
After CoreWeave beat on revenue and upped its forecast, CEO Mike Intrator indicated the company will be fine despite last week's Democratic midterm sweep.
在这家新型云服务公司的第三季度财报电话会议上，因特拉托表示，他认识到“新的政治现实”，但补充说，公司长期以来一直努力与建设数据中心所在地的社区合作。
On the neocloud's third-quarter earnings call, Intrator said he recognized a "new political reality," but added that the company has long tried to work with communities where it builds data centers.
在财报发布前，由于市场担心人工智能建设将放缓，CoreWeave股价过去一个月下跌了40%。
Heading into the earnings report, CoreWeave's stock was down 40% over the past month on concerns that the AI buildout will slow.
尽管上周民主党在选举中大获全胜后CoreWeave股价大幅下挫，但首席执行官迈克·因特拉托表示，公司并不担心即将到来的政治变化。
Despite CoreWeave's sharp sell-off in the aftermath of last week's sweeping electoral victory for Democrats, CEO Mike Intrator said the company isn't worried about the political changes on the horizon.
“我们不预计已经发生的重大监管转变会带来任何影响，”因特拉托在周二晚间的公司财报电话会议上回应有关选举后新压力的问题时表示。“我们认为，已经发生的情况关乎你如何建设。我们希望负责任地建设。”因特拉托发表上述言论之前，CoreWeave公布营收同比增长168%，超出预期，并上调了2026年业绩指引。该股在盘后交易中上涨，因为这份财报让投资者略感宽慰；过去一个月，投资者已将该公司股价压低40%。
"We do not anticipate any impact from the seismic regulatory shift that's occurred," Intrator said on his company's earnings call late Tuesday, in response to a question about new pressures after the election. "We believe that what has occurred is a statement around how you build. We want to build responsibly." Intrator's comments came after CoreWeave reported 168% year-over-year revenue growth, beating estimates, and lifted its forecast for 2026. The stock rallied in extended trading, as the report offered some relief to investors, who have pushed the shares down 40% over the past month.
利率上升和不利的政治环境加剧了人们的担忧：人工智能热潮即将降温，而CoreWeave这样的公司将难以筹集资金。
Rising interest rates and an unfavorable political environment have fueled concerns that the artificial intelligence boom is poised to cool and that companies like CoreWeave will struggle to raise capital.
据Ballotpedia，在11月3日的中期选举中，10个州的41项公投措施中有40项获得选民支持，赞成对数据中心实施更严格的限制。民主党赢得了国会两院的控制权，并在得克萨斯州、俄亥俄州和佐治亚州等人工智能基础设施关键州的州长竞选中获胜。在这些州，获胜的候选人都支持对新建数据中心施加某种限制。
In the Nov. 3 midterm elections, voters sided in favor of greater restrictions on data centers in 40 out of 41 ballot measures in 10 states, according to Ballotpedia Democrats won control of both houses of Congress and were victorious in governors' races in critical AI infrastructure states like Texas, Ohio and Georgia. In each state, the winning candidate favors some restrictions on new data centers. J.P.
摩根大通资产管理公司在选举后的一份报告中写道，2028年及以后的数据中心项目“风险最大”，并且“在许可、电力供应和融资方面面临更大的不确定性”。但CoreWeave表示，它不会放慢脚步。该公司表示，仍预计到2026年底实现1.85吉瓦的活跃电力，目前的目标是全年资本支出370亿至390亿美元，按区间中值计算意味着增长155%。Visible Alpha调查的分析师此前预计为376.9亿美元。
Morgan Asset Management wrote in a report after the election that data center projects from 2028 onward are "most exposed," and "face greater uncertainty around permitting, power availability and financing." But CoreWeave says it's not slowing down. The company said it still anticipates 1.85 gigawatts in active power by the end of 2026, and it's now targeting $37 billion to $39 billion in full-year capital expenditures, implying 155% growth at the middle of the range. Analysts polled by Visible Alpha were looking for $37.69 billion.
“我们对我们的项目储备非常满意，”因特拉托说，并补充说选民传达的信息并不是阻碍，因为公司一直注意“做个好邻居”。“我们认为，这对我们来说是一个机会，可以在现有的新政治现实中继续扩大我们的业务，”因特拉托说。坚定看好CoreWeave
"We are very comfortable with our pipeline," Intrator said, adding that the message from voters isn't a deterrent because the company is always conscious about "being good neighbors." "We think that that is an opportunity for us to continue to scale our business within the new political reality that exists," Intrator said. Steadfastly bullish on CoreWeave