暴跌16.31%！CoreWeave数据中心交付延迟，疑似Core Scientific问题

Core Viewpoints - CoreWeave's stock plummeted 16% due to disappointing performance guidance, with speculation that partner Core Scientific is responsible for data center delivery delays [3][4] - CEO Mike Intrator's ambiguous statements regarding the delays have heightened market anxiety, initially referring to a "single data center delay" before correcting to "single data center supplier" [3][5] - Core Scientific's stock also fell 10% following the news, reflecting investor concerns about the implications of the delays [3][4] Performance Guidance and Financials - CoreWeave reported a strong Q3 revenue of $1.36 billion, a 134% increase from $583.9 million year-over-year [9] - However, the company lowered its 2025 revenue forecast to between $5.05 billion and $5.15 billion, below the analyst consensus of $5.29 billion, which negatively impacted investor confidence [10] Contractual Developments - CoreWeave has secured significant contracts, including a $14.2 billion AI cloud infrastructure deal with Meta and an expanded contract worth $22.4 billion with OpenAI [11][12] - The delays in data center construction pose a direct threat to the company's ability to convert these contracts into actual revenue, raising concerns about execution risks among investors [12] Management Statements - During a recent earnings call, Intrator indicated that only one data center was affected, while CFO Nitin Agrawal attributed the delays to a single supplier [6] - CoreWeave has deployed its personnel on-site to collaborate with contractors and Core Scientific's team to expedite project timelines, confirming market speculations about the delays [7]