这家聚焦于AI算力租赁的"新云"初创科技公司近几个月进行了多项至关重要的高级管理层招聘事项，一 些投资者认为这对其潜在的首次公开募股(IPO)可谓非常关键。NScale本月从总部位于美国的"AI+数据 中心"应用领头羊Palantir Technologies Inc.招募Lauren Hurwitz出任首席运营官。12月，该公司任命长期 任职于华尔街金融巨头摩根大通的银行家Alice Takhtajan担任首席财务官，并任命曾在微软工作多年的 高管Nidhi Chappell担任NScale的AI算力基础设施业务总裁，Chappell曾经领导过微软Azure人工智能和 高性能计算基础设施业务。 知情人士称，相关融资磋商仍在进行中，该初创公司也可能决定不推进交易。Nscale、高盛与摩根大通 的评论代表均拒绝置评。 这家聚焦于云端AI算力基础设施租赁的"新云"初创科技公司，属于典型的 "AI算力基础设施层"玩家， 总部位于英国的Nscale整体业务逻辑上可以大体对标有着"英伟达亲儿子"称号的云端AI算力租赁巨头 CoreWeave(CRWV.US)，后者在美股市场的估值已经高达385亿美元，已经有投资者开始憧 ...

Core Viewpoint - CoreWeave has secured a significant computing power supply agreement worth up to $14.2 billion with Meta Platforms, highlighting the substantial costs associated with developing advanced AI models and aiding CoreWeave in diversifying its client base away from Microsoft [1][3]. Group 1: Agreement Details - The agreement involves CoreWeave providing Meta with NVIDIA's latest GB300 systems, marking a strategic step for CoreWeave to reduce its reliance on Microsoft, which accounted for 71% of its revenue in the last quarter [4][5]. - Following the announcement of the deal, CoreWeave's stock surged by 11.7%, reflecting investor confidence in the company's growth potential [4]. Group 2: Market Context - Since its IPO in March, CoreWeave's stock price has more than doubled due to the increasing demand for computing power as tech giants compete to build advanced AI models [5]. - Meta is heavily investing in AI, with projected capital expenditures potentially reaching $72 billion this year, focusing on AI and data center infrastructure [5]. Group 3: Industry Dynamics - CoreWeave is part of the emerging "neoclouds" sector, which focuses on leasing top-tier AI chip computing power, competing with companies like Nebius Group and Nscale Global Holdings Ltd. [7]. - The capital-intensive nature of AI infrastructure leads companies like CoreWeave to rely significantly on debt financing, a common practice in the industry [8].