AI圈的“资金循环”——英伟达和“亲儿子”CoreWeave的故事

华尔街见闻
13 Mar

AI芯片需求爆炸式增长的背景下,英伟达不仅成为全球AI芯片供应的巨头,还悄然布局了一场别具战略意义的投资。云计算新秀CoreWeave最新IPO文件首次曝光了英伟达的另一个身份——“CoreWeave的第二大客户”。 双方通过投资、供应和反向租赁等方式构建了“亲子关系”,成就了CoreWeave的迅速崛起。随着CoreWeave即将以超过300亿美元估值上市,英伟达两年前的1亿美元投资将增值十倍,...

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