近日， 国际领先的AI基础设施企业无问芯穹宣布已完成近 5 亿元 A+ 轮 融资 ，由 珠海科技集团、孚腾资 本（元创未来基金） 领投， 惠远资本、尚颀资本 和 弘晖基金 跟投，老股东 洪泰基金、达晨财智、尚势 资本&海棠资金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来 持续追投。此次融资阵容汇聚 国家产业资本与头部市场化基金，是"国资+市场"的双重加持。 无问芯穹成立两年半以来，始终面向人工智能最前沿技术与应用落地打造高性能AI基础设施，以软硬件联 合优化与多元异构算力服务，打造了面向人工智能开发与服务的"无穹AI云"及"无垠终端智能解决方案"， 突破人工智能产业应用的算力瓶颈。 已服务百川智能、Kimi、联想集团、猎聘、理想汽车、Lovart、 Sand.ai、生数科技、Soul、VAST、新华三、智谱、中国移动、中兴终端等头部人工智能及智能体企业客 户，以及北京中关村学院、上海人工智能实验室、上海算法创新研究院、之江实验室、智源研究院等人工 智能科学研究机构，助其释放每一份算力的智慧潜能 。 无问芯穹本轮募集资金将主要投入三大方向： 一是持续扩大无问芯穹软硬协同、多元异构的技术领先优 势；二是推 ...

A surprising shift is unfolding in AI infrastructure, and one company may deliver massive gains sooner than investors expect.Nebius (NBIS +4.80%) and CoreWeave (CRWV +3.73%) are shaping the future of artificial intelligence (AI) infrastructure with explosive revenue growth and massive expansion. Nebius benefits from rising margins and a transformative Microsoft deal, while CoreWeave's scale and long-term contracts position it for a major rebound once delays ease. Both companies offer investors high growth p ...

【11月26日，人工智能基础设施解决方案提供商SuperX授权股票回购计划】11月26日，人工智能基础 设施解决方案提供商SuperX授权一项股票回购计划。根据该计划，公司可在未来一年内回购总额不超 过2000万美元的普通股。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Famed investor Cathie Wood has loaded up on another 437,345 shares of CoreWeave (CRWV) as they tumbled amid valuation concerns and macroeconomic uncertainty driven selloff in AI stocks. The transaction was split across two of her flagship exchange-traded funds (ETFs). In total, Wood now owns nearly 0.79 million shares of the artificial intelligence infrastructure company. More News from Barchart At the time of writing, CoreWeave stock is down roughly 50% versus its high in late October. www.barchart.co ...

Key Points Iren has been seeing extraordinary revenue growth. A slowdown in AI spending would dent that trajectory. AI infrastructure is expected to remain in high demand for the foreseeable future. 10 stocks we like better than Iren › After rocketing higher by as much as 678% this year, investors had been dumping shares of Iren Limited (NASDAQ: IREN) in recent weeks. Shares of the artificial intelligence (AI) infrastructure provider are still more than 30% off recent highs, even after jumping to ...

Core Viewpoint - CoreWeave's stock decline is attributed to a stretched valuation despite strong revenue growth and narrowing net losses [1][3][4] Financial Performance - CoreWeave reported third-quarter revenue of $1.36 billion, a 133% increase from $584 million year-over-year, and a net loss reduced from approximately $340 million to $110 million [3] - The company has a revenue backlog of $55.6 billion, supported by multi-year commitments from major clients like Meta Platforms and an expanded partnership with OpenAI [3] Guidance and Market Reaction - Management revised its 2025 revenue guidance down to between $5.05 billion and $5.15 billion, lower than the previous estimate of up to $5.35 billion, due to delays from a third-party data-center provider [4] - The stock sell-off was primarily triggered by this lowered guidance rather than the quarterly performance itself [4] Valuation Concerns - Following the earnings report, CoreWeave's market capitalization is approximately $43 billion, with a price-to-sales ratio of 10, indicating a high valuation given the absence of GAAP profits [6] - The uncertainty surrounding the sustainability of hyperscalers' capital expenditures, as evidenced by Meta's recent spending plans, adds to the valuation dilemma [7][8] Industry Context - The significant spending by hyperscalers on AI infrastructure presents both opportunities for growth and risks of reduced spending in the future [8] - The cyclical nature of AI investments raises questions about the timing of the peak in the current investment cycle and its impact on CoreWeave's growth trajectory [9]

CoreWeave Inc (NASDAQ:CRWV) faces a short-term setback after cutting its fiscal 2025 revenue outlook due to supply constraints, though demand for its artificial intelligence infrastructure remains strong, with backlog up 50% quarter-over-quarter.Despite a temporary slowdown from construction delays at one data center, CoreWeave boasts a strong AI infrastructure business.Bank of America Securities analyst Brad Sills maintained CoreWeave with a Neutral and lowered the price forecast from $168 to $140.Also Rea ...

Core Viewpoint - CoreWeave's stock experienced a nearly 10% decline in pre-market trading despite better-than-expected quarterly results, indicating a negative investor sentiment influenced by operational challenges [1][4]. Financial Performance - CoreWeave reported third-quarter revenue of $1.36 billion, exceeding Wall Street's forecast of $1.29 billion [3]. - Adjusted operating income reached $217.15 million, surpassing expectations of $177.2 million [3]. - The adjusted EPS loss was narrowed to $0.22 per share, better than the anticipated loss of $0.40 [3]. Operational Challenges - A third-party developer partner is behind schedule in building new data center capacity, creating uncertainty regarding CoreWeave's ability to meet increasing AI demand [4]. - The company's full-year 2025 revenue guidance of $5.05 billion to $5.15 billion is below analysts' consensus of $5.3 billion, indicating caution [4]. Strategic Partnerships - CoreWeave secured significant contracts, including a $14 billion AI compute agreement with Meta, an expanded partnership with OpenAI, and a $6.3 billion deal with Nvidia for unused cloud capacity [5]. - The backlog of contracted work surged to $55.6 billion, nearly doubling from the previous quarter, although delays in data center buildout may slow revenue recognition [5]. Analyst Sentiment - DA Davidson reiterated an 'Underperform' rating with a $36 price target, citing ongoing unprofitability and projected losses of -$1.24 per share for 2025 [6]. - JPMorgan downgraded CoreWeave from 'Overweight' to 'Neutral', lowering its price target to $110 from $135, reflecting mixed signals from the quarterly results [6]. - Morgan Stanley's analyst noted that large contracts validate CoreWeave's position in the GPU market but highlighted execution challenges as a key risk [8].

Core View - CoreWeave Inc (NASDAQ: CRWV) has confirmed that its revenue more than doubled in its fiscal third quarter [1] - The company reported a narrower-than-expected adjusted loss of 22 cents per share for fiscal Q3 [1] Financial Performance - Revenue for CoreWeave Inc has more than doubled compared to previous periods, indicating strong growth in the AI infrastructure sector [1] - The adjusted loss of 22 cents per share is better than market expectations, suggesting improved operational efficiency [1]

CoreWeave Overview - CoreWeave raised $1.5 billion in its initial public offering, reflecting stock market volatility impacting demand for new listings [1] - The company reported better-than-expected third-quarter revenue, with a 134% increase from $583.9 million a year ago [2] Financial Performance - CoreWeave's net loss narrowed to $110 million from approximately $360 million in the same quarter last year [2] - Revenue for the quarter was reported at $1.36 billion, exceeding the expected $1.29 billion [6] Business Growth and Contracts - The company's growth is closely linked to the AI boom, renting out Nvidia graphics processing units and securing business from major cloud providers like Google and Microsoft [3] - CoreWeave's backlog reached $55.6 billion, with contracted power increasing to 2.9 gigawatts from 2.2 gigawatts as of June 30 [3] - During the quarter, CoreWeave announced a $6.5 billion expansion with OpenAI and a six-year deal with Meta valued at up to $14.2 billion [4] Stock Performance - CoreWeave went public on the Nasdaq in March, selling shares at $40 each, and the stock closed at $105.61, representing a 164% return [4] - The Nasdaq index gained 32% over a similar period [4] Acquisition Attempt - Less than four months post-IPO, CoreWeave intended to acquire Core Scientific for $9 billion, but the deal was rejected by Core Scientific shareholders [5]