“英伟达亲儿子”CoreWeave(CRWV.US)把违约红线往后挪竭尽全力为AI云算力交付争取时间

智通财经01-05

智通财经APP获悉，有着“英伟达亲儿子”称号的云端AI算力租赁领军者CoreWeave(CRWV.US) 周一成为全球股票市场关注焦点。这家聚焦于AI算力租赁的“新云”科技公司宣布，为了放宽流动性测试要求，其已对近期的一份重要信贷协议进行了修订。该动态消息出炉之后，该云计算公司的股价在美股盘前交易中一度上涨超5%，截至上周五美股收盘，CoreWeave市值约400亿美元。整体而言，该公司在最新提交...

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将债务偿付覆盖率财务契约的首次测试日期全面推迟至2027年10月31日，并将合同实现比率财务契约的首次测试日期推迟至2026年2月28日。第一修订案还允许在2026年10月28日之前，针对未能满足债务偿付覆盖率和合同实现比率财务契约的情况进行不限具体次数的股权补救(equity cures);在此之后，针对上述财务契约的股权补救在任何连续四个日历月期间内最多只能使用三个月，且不得连续使用超过三个日历月。”CoreWeave 修订信贷协议(DDTL 3.0)本质上是在“为交付节奏与资金周转争取时间，最终以降低短期触发违约的概率”，这些调整被公司表述为与其在 2025 年三季度业绩电话会中提到的交付时点相匹配。有华尔街分析师在X平台上评论称，对CoreWeave 基本面与估值前景而言，这通常带来“短期利好、长期分化”的信号：短期角度来看，降低流动性门槛、延后关键财务指标测试，能显著压降2026年初因还款/现金消耗而出现“技术性违约或被迫再融资”的尾部风险，从而缓和市场对流动性压力的担忧，股价短期到中期非常容易获得情绪支撑。但另一方面，这类修订也等于向市场承认：在AI基建大浪潮之下的极高强度资本开支与交付爬坡期，这家“新云”公司需要更宽松的契约空间;而DDTL 3.0 本身用于融资AI GPU算力基础设施集群等AI基础设施采购，并且还款自2026年4月起进入现金流“硬约束”阶段，若交付兑现与回款不及市场一致预期，未来仍可能通过股权补救/再融资带来摊薄与波动。有着“英伟达亲儿子”称号的CoreWeave是何方神圣?作为数据中心领域英伟达图形处理器(即AI GPU)的最早期云端租赁采用者，CoreWeave凭借抢跑数据中心AI算力资源需求浪潮，喜获英伟达的风投部门青睐，甚至能够优先获得需求极度旺盛的英伟达H100/H200以及Blackwell系列AI GPU，曾迫使微软、谷歌与亚马逊等云服务巨头向CoreWeave租赁云端AI算力资源，喜提“英伟达亲儿子”这一称号。早在2023年8月，CoreWeave成为首家部署NVIDIA H200 Tensor Core GPU的云计算服务公司，这是一款高性能的AI GPU，这使得它能够为客户们提供无比强大的计算能力。在AI浪潮推动下，尤其是2023年，依靠大量采购高端NVIDIA AI GPU(比如H100/H200)及与英伟达在CUDA软硬件协同生态系统的全面合作，CoreWeave在云端AI GPU算力市场的知名度迅速提升。CoreWeave AI云算力租赁服务最突出的特点是专注大批量提供最高端AI GPU(尤其是NVIDIA GPU)集群，让用户们可以在云端服务体系中按需获取高性能 AI GPU算力资源——即云端AI算力资源，用于机器学习、深度学习以及推理等AI工作负载。CoreWeave支持大规模的弹性部署，用户们可以根据项目需求快速增减AI GPU数量，适合AI模型训练(如大语言模型、计算机视觉体系等)以及需要实时处理的庞大推理工作负载。除AI外，CoreWeave的NVIDIA AI GPU资源也可用于传统的HPC场景(科学计算、分子模拟、金融风险分析等)。当前全球AI算力资源需求，无疑持续呈现出炸裂式扩张之势，这也是为何Fluidstack 和 CoreWeave这类云端AI算力租赁领军者今年以来估值持续扩张。与AI训练/推理密切相关的AI算力资源需求已把底层算力基础设施集群能够满足的容量推到极限，哪怕近期持续扩建的大型AI数据中心也无法满足全球范围的无比强劲算力需求。谷歌在11月下旬重磅推出Gemini3 AI应用生态之后，这一最前沿AI应用软件随即风靡全球，推动谷歌AI算力需求瞬间激增。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量，迫使谷歌大幅调低Gemini 3 Pro与Nano Banana 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“英伟达亲儿子”CoreWeave(CRWV.US)把违约红线往后挪 竭尽全力为AI云算力交付争取时间

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“英伟达亲儿子”CoreWeave(CRWV.US)把违约红线往后挪竭尽全力为AI云算力交付争取时间