还记得去年“AI大崩盘”的导火索吗？Coreweave有了“显著进展”，股价应声大涨

Core Points - CoreWeave has achieved a significant milestone in delivering chips for its data center project in Denton, Texas, for OpenAI, with over 16,000 GPUs delivered by the end of December, up from several racks delivered in mid-November [1] - The company experienced a stock surge of over 12% following the news, with a year-to-date increase exceeding 20% [1] - The Denton project faced delays due to severe weather conditions, which postponed the construction by approximately 60 days [4] Financial Challenges - Despite the recent delivery progress, CoreWeave is facing severe financial challenges, with analysts describing its balance sheet as one of the worst in the tech industry [6] - The company's revenue doubled year-over-year to nearly $1.4 billion in the most recent quarter, but it still reported a loss of $110 million [6] Market Impact - The delays in the Denton project have contributed to a broader trend of blame-shifting within the AI infrastructure sector, impacting not only CoreWeave but also causing significant stock declines for partners like Broadcom and Oracle [3] - Following the initial announcement of the delays, CoreWeave's stock plummeted from $105.61 to $88.39, a drop of 16.3%, and continued to decline into December [5]