8月12日晚间，人工智能基础设施提供商CoreWeave, Inc.（股票代码：CRWV）股价大幅下挫，夜盘交易中暴跌10.25%。这一显著跌幅主要源于公司发布的第二季度财报未能达到投资者的预期。
尽管CoreWeave第二季度营收同比增长206.7%，达到12.13亿美元，超过分析师预期的10.8亿美元，但公司净亏损扩大至2.9亿美元。更令市场失望的是，公司给出的第三季度调整后营业利润指引为1.60亿至1.90亿美元，低于分析师预期的1.92亿美元。这表明，尽管人工智能需求强劲，但公司在快速扩张过程中面临着盈利压力。
此外，CoreWeave即将于8月15日迎来IPO禁售期结束，这可能会带来额外的卖压。尽管公司将全年营收指引上调至51.5亿至53.5亿美元，但投资者似乎更关注公司的盈利能力。作为"英伟达亲儿子"和OpenAI的重要合作伙伴，CoreWeave的业绩表现被视为衡量整个AI行业发展的晴雨表，这次财报的不如意表现也引发了市场对AI行业增长可持续性的担忧。
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