CoreWeave数据中心交付延迟，疑似Core Scientific问题，两者均暴跌超10%

Core Viewpoint - CoreWeave's stock plummeted by 16% due to disappointing performance guidance, linked to delays from a data center partner, Core Scientific [1] Company Performance - CoreWeave acknowledged that delays from a single data center partner impacted operations, although other areas performed as planned [1] - CEO Mike Intrator emphasized that the overall performance was on track except for the mentioned delay [1] Market Reaction - The market reacted sharply, with Core Scientific's stock also falling by 10% following the news about the delays [1] - This incident highlights the potential for panic selling among investors due to any infrastructure delivery bottlenecks in the competitive AI computing landscape [1] Industry Context - The situation reflects the intense competition among tech giants and startups in establishing AI computing power, where any operational issues can significantly affect stock performance [1]