Coreweave有能力锁定更高价格的合同并筹集资金，这支撑了对其自建数据中心扩张的看多观点。
逐段跳播
我们已经看到像 Coreweave 这样的公司在展开合作。真正让我对 Coreweave 感到兴奋的是 GPU 的定价，但在 9 月 17 日，他们宣布将以更高的价格签约新的算力。
We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.
我们在之前的一期节目里谈到过这一点，现在他们正在考虑约 3 到 6 个月的短期数据订阅合同，每兆瓦的成本约为 4000 万美元。
We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.
与此同时，我们看到 Coreweave 正在推进约 37 亿美元的可转换优先票据，我认为他们将通过一次市场发行筹集约 30 亿美元。
At that same time, we saw Coreweave going through about $3.7 billion of convertible senior notes and I think they will raise about $3 billion through a market offering.
他们正在筹集超过 50 亿美元，并且他们还表示近期的交易价值很高。
They are raising more than $5 billion and they are also saying that their recent deals are high value.
Coreweave 倾向于自建更多自己的 AI 数据中心来抓住这个市场，并非不可能，因为 GPU 价格在不断上涨。
It is not impossible that Coreweave is leaning towards building more of its own AI data centers to capture this market , where GPU prices are constantly rising.
我们知道 Coreweav 非常专注于长期合同，但他们也在寻求自建数据中心，并利用这类短期数据机会。如果市场确实存在，我认为他们绝对应该这么做。所以这让我相当兴奋。
Okay, we know Coreweav is very focused on long-term contracts, but they are also looking to build their own data centers and exploit these kinds of short-term data opportunities.
And if the market is really there , I think they should definitely do it. So this makes me quite excited.
我对 Corey 非常兴奋。
I am very excited about Corey
这个频道对 $CRWV 的历次判断
Jose Najarro Stocks 在这只股票上共 5 条判断，这里只列相邻的几条。