继微软撤回部分合作承诺后,TD Cowen的报告使CoreWeave上市前景再度承压。微软撤资大型数据中心项目的举动引发了对“AI算力集群供过于求”的担忧,而微软、英伟达又是CoreWeave的主要客户,市场密切关注CoreWeave后续上市表现。CoreWeave寻求IPO,将是一场押注AI算力需求持续爆发的豪赌?周三,TD Cowen报告称微软放弃了在美国和欧洲的新数据中心项目,涉及功率总计...
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