CoreWeave 的全球扩张推动增长，其已签约产能很可能超过 4.2 GW。
逐段跳播
接下来我想更仔细地看的主题是 CoreWeave。CoreWeave 的股价下跌了约 3.5%。CoreWeave 已宣布计划在孟买建设一座 240 兆瓦的人工智能云设施。这是他们进军印度的一步。
该项目将由三个综合体组成，每个综合体的容量为 80 兆瓦，租户将是 CoreWeave。该公司计划安装 Nvidia Vera Rubin 单元，这当然是 Nvidia 最新一代的解决方案。
第一批预计将于 2028 年年中到位，随后容量将逐步增加。在初始计划之外，还有最多 240 兆瓦的额外扩建。因此，如果一切按计划推进，包括这些扩建在内，这可能成为一个容量超过 500 兆瓦的设施。
Now, the next topic I would like to take a closer look at is CoreWeave. CoreWave's stock fell by approximately 3.5%. CoreWave has announced plans to build a 240- megawatt artificial intelligence cloud in Mumbai.
This is their step towards entering India. This project will consist of three complexes with a capacity of 80 megawatts each, and the tenant will be " Core Wave". The company plans to install Nvidia Vera Rubin units, which are of course the new and latest generation of Nvidia solutions.
The first wave is expected to arrive in mid- 2028, with capacity increasing subsequently. There is an additional expansion of up to 240 megawatts separate from the initial plan.
Therefore , this could become a facility with a capacity of over 500 megawatts if things go according to plan, including those expansions.
这并不是我们近期听到的第一条扩建消息。8 月 4 日，在财报发布期间，我们还了解到他们在印度尼西亚有三个总容量为 360 兆瓦的设施将上线。所以，我们可以看到 CoreWeave 正试图进入一个不同的市场。
这将继续推动这一增长。所以，我非常期待即将到来的财报，看看他们全球签约容量是否很可能已超过上季度公布的 4.2 GW，对吧？他们表示，大约 1 吉瓦、略多于 1 吉瓦的容量位于美国以外。
我想知道，随着我们看到的这些最新进展，这一情况会如何变化。
This is not the first expansion news we've heard recently. On August 4, during the earnings announcement, we also learned that they have three facilities with a total capacity of 360 megawatts that will come online in Indonesia.
So, we can see that there is a different market that Coreweave is trying to enter. This will continue to boost this growth. So, I'm very excited to hear the upcoming earnings to see how their globally contracted capacity has likely exceeded the 4.2 GW they announced last quarter, right?
They stated that approximately 1 gigawatt, and slightly more than 1 gigawatt, was outside the United States . I wonder how that will change with the recent updates we are seeing.
观察点
这个频道对 $CRWV 的历次判断
Jose Najarro Stocks 在这只股票上共 6 条判断，这里只列相邻的几条。