云计算公司CoreWeave, Inc. (CRWV)在4月2日盘后交易中大跌10.19%，引发市场关注。这一跌幅出现在该公司股价当日常规交易时段上涨约17%之后，显示出投资者情绪的急剧转变。
据《The Information》报道，Alphabet旗下的谷歌正在与CoreWeave就租用英伟达最先进的Blackwell芯片运行人工智能进行深入谈判。这本应是利好消息，但报道中提到的一些细节可能引发了投资者的担忧。报道指出，在过去两周里，谷歌高管还向CoreWeave的竞争对手寻求备用GPU，这表明CoreWeave的产能可能受到限制。
分析人士认为，盘后股价大跌可能源于多重因素。首先，当日17%的涨幅可能引发了部分投资者的获利回吐。其次，CoreWeave产能受限的暗示可能引发了市场对其长期竞争力的担忧。最后，谷歌寻求其他供应商的做法，可能被解读为对CoreWeave能力的不确定性。目前，CoreWeave和谷歌均未对这一报道作出回应。投资者将密切关注事态的进一步发展，以评估这一潜在合作对CoreWeave未来增长的影响。
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