云计算公司CoreWeave, Inc.（股票代码：CRWV）今日股价盘中大跌15.91%，延续了此前的下跌趋势，引发市场广泛关注。
据报道，谷歌正与CoreWeave就租用搭载英伟达最新Blackwell芯片的服务器进行深入谈判，以支持其人工智能服务。然而，《The Information》的报道透露，谷歌高管近期也在向CoreWeave的竞争对手寻求备用GPU资源，这一细节引发了投资者对CoreWeave可能面临产能限制的担忧。分析认为，这可能是导致股价大幅下跌的主要原因，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股价近期表现波动剧烈。在此次大跌之前，该股曾在前一个交易日常规交易时段上涨约17%。这种剧烈的价格波动反映了投资者对公司前景的分歧看法。一方面，与谷歌的潜在合作彰显了CoreWeave在AI基础设施市场的重要地位；另一方面，可能存在的产能限制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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