云计算公司CoreWeave（CRWV）今日盘前股价大跌7.86%，延续了前一交易日盘后下跌的趋势。这一显著跌幅引发了市场的广泛关注。
据《The Information》报道，谷歌正与CoreWeave就租用英伟达最新的Blackwell芯片进行深入谈判，以运行人工智能服务。然而，报道中透露的一些细节引发了投资者的担忧。报道指出，谷歌高管在过去两周内还向CoreWeave的竞争对手寻求备用GPU，这暗示CoreWeave可能面临产能限制。这一消息可能是引发股价下跌的主要原因，因为它暴露了CoreWeave在快速增长的AI市场中可能面临的挑战。
值得注意的是，CoreWeave股价在前一个交易日的常规交易时段曾上涨约17%，收于61.36美元，但在盘后交易中出现了超过10%的下跌。这种剧烈的波动反映了投资者对CoreWeave前景的分歧看法。一方面，与谷歌的潜在合作彰显了公司在AI基础设施市场的重要地位；另一方面，产能限制的可能性和面临的竞争压力引发了市场对其长期增长潜力的质疑。投资者将密切关注事态的进一步发展，以评估这些因素对CoreWeave未来表现的影响。
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