第一只股票是 CoreWeave,股票代码是 CRWV。我认为理解 CoreWeave 最简单的方式是,它本质上是在出售 AI 热潮背后的基础设施。
The first stock is CoreWeave, whose ticker symbol is CRWV. I think the easiest way to understand CoreWeave is that it is essentially selling the infrastructure behind the AI boom.
CoreWeave 运营着一个专为人工智能设计的云平台。企业需要海量的 GPU 算力来训练 AI 模型,并以越来越快的速度通过推理运行这些模型。CoreWeave 建设基础设施,获取大量 GPU、数据中心容量和电力,然后把这种算力卖给全球最大的 AI 科技公司。
CoreWeave operates a cloud platform specifically designed for artificial intelligence. Companies need massive amounts of GPU computing power to train AI models and to run those models through inference at an increasing rate.
CoreWeave builds infrastructure , gains access to vast amounts of GPU and data center capacity and power , and then sells that computing power to the world's largest AI technology companies.