2025-03-07 02:56:31
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由于微软削减 AI 合同,Core Scientific 股价下跌 11%

由于微软削减 AI 合同,Core Scientific 股价下跌 11%

微软撤回了与 Core Scientific 的人工智能合作伙伴签订的合同承诺,这打击了投资者的信心,尽管这家科技巨头仍然是主要的收入来源。

3 月 5 日,在微软缩减与其业务合作伙伴之一 CoreWeave 的合同后,比特币 (BTC) 矿商 Core Scientific 的股价下跌了 10%。

Core Scientific 和 CoreWeave 上个月宣布了一项价值 12 亿美元的数据中心交易,为后者的人工智能和云计算业务提供高性能计算服务。去年比特币减半导致挖矿奖励减半,Core Scientific 等矿工开始探索新的收入来源,包括向人工智能和其他计算密集型公司提供 HPC 服务。

Following the news, CoreWeave unveiled its filing for an initial public offering. The filing stated that the firm seeks to raise $4 billion at a $35 billion valuation. CoreWeave’s S-1 registration, filed with the U.S. Securities and Exchange Commission, noted that “any negative changes in demand” from Microsoft would “adversely affect” its business, finances, and “future prospects.”

This week, the Financial Times reported that Microsoft withdrew some of its contracts with CoreWeave, citing dissatisfaction with certain deliveries. However, Microsoft still accounts for 65% of CoreWeave’s business and could pay the firm $10 billion for services under a multi-year agreement.

Core Scientific stock (NASDAQ: CORZ) fell up to 13% to $8.32 as investors assessed the new risk from Microsoft’s pullback and bankruptcy reorganization concluded. The firm hired ex-Morgan Stanley veteran Jim Nygaard to oversee its balance sheet as CFO during this new chapter.

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