首席执行官Michael Intrator在电话会议上透露，公司在过去8周内与两家超大规模云客户签署了扩展合同，其中一份已反 映在第二季度业绩中。剩余履约合同金额成为增长亮点，较年初翻倍至301亿美元，首席财务官Nitin Agrawal指出，不仅 包括与OpenAI的40亿美元扩展协议，还涵盖从大型企业到AI初创公司的新客户订单。 硬·AI 作者 | 董 静 编辑 | 硬 AI CoreWeave首席执行官Michael Intrator称， 推理工作负载使用量正在大幅增长 。CoreWeave的客户基础 正变得更加多元化， VFX云服务产品Conductor在2025年上半年使用量增长超4倍 。为应对结构性供给 不足，CoreWeave正大幅扩张产能， 计划到第四季度实现900兆瓦以上的电力交付能力 。 8月12日，英伟达支持的云端AI基础设施服务商CoreWeave公布二季度财报显示，受益于企业对AI基础设 施需求的爆发式增长，CoreWeave 首次在单季度内实现营收破10亿美元和调整后营业利润达到2亿美元的 双重里程碑 。 据 见闻此前文章 ，二季度收入保持三位数增长，但超预期的幅度不及一季度，减亏 ...

Core Insights - The article highlights the impact of early consumption and inventory accumulation on the demand for MLCCs, indicating potential fluctuations in back-to-school season consumption in Q3 2023 [1] - There is a noticeable polarization in industry demand, with ODM orders for mid-to-low-end consumer products showing only a slight increase, reflecting a conservative approach to order placements [1] - The demand for AI servers is surging, driven by the simultaneous release of NVIDIA's GB200 and GB300 platforms, positively affecting the revenue of major ODMs [1] Group 1 - TrendForce reports that MLCC order demand may be affected by the diminishing early consumption and inventory accumulation, leading to uncertainties in the Q3 back-to-school season [1] - ODM orders for mid-to-low-end consumer products are expected to remain flat or increase by only about 5% in Q3, indicating a shift towards a more cautious order strategy [1] - Many companies have preemptively shipped products in the first half of the year to adapt to international market changes, which has depleted traditional demand for the second half of the year [1] Group 2 - The supply chain's operational rates are polarized, with Japanese and Korean manufacturers focusing on high-end AI applications achieving an average capacity utilization rate of 90%, while Chinese manufacturers are around 75% [2] - MLCC suppliers are accelerating the establishment of testing and packaging lines in Southeast Asia to localize production and supply [2] - OEMs are expected to face cost pressures, leading to potential price increases for end products as they release RFQ for 2026 mobile phones and laptops [2]