дә‘жңҚеҠЎе•ҶCoreWeaveеҖәеҲёжҖҘжҢ«иҮіеӣ°еўғеҢәй—ҙ иҝһ马ж–Ҝе…Ӣд№ҹжғҠе‘јвҖңеҗ“дәәвҖқ

2026-10-16 · ac-oo.com

гҖҖгҖҖCoreWeaveеҖәеҲёд»·ж јеҝ«йҖҹи·ҢиҮійҖҡеёёж„Ҹе‘ізқҖиҙўеҠЎйҷ·е…Ҙеӣ°еўғзҡ„ж°ҙе№іпјҢеј•иө·дәҶзЎ…и°·йўҶиў–Chamath Palihapitiyaе’ҢеҹғйҡҶ·马ж–Ҝе…Ӣзӯүдәәзҡ„е…іжіЁгҖӮ гҖҖгҖҖж №жҚ®Trac

гҖҖгҖҖCoreWeaveеҖәеҲёд»·ж јеҝ«йҖҹи·ҢиҮійҖҡеёёж„Ҹе‘ізқҖиҙўеҠЎйҷ·е…Ҙеӣ°еўғзҡ„ж°ҙе№іпјҢеј•иө·дәҶзЎ…и°·йўҶиў–Chamath Palihapitiyaе’ҢеҹғйҡҶ·马ж–Ҝе…Ӣзӯүдәәзҡ„е…іжіЁгҖӮ

гҖҖгҖҖж №жҚ®TraceжҠҘд»·ж•°жҚ®пјҢиҝҷ家AIдә‘и®Ўз®—жңҚеҠЎе•Ҷ2032е№ҙеҲ°жңҹзҡ„ж— жӢ…дҝқеҖәеҲёе‘Ёдёүи·ҢиҮідёҚи¶ійқўеҖјзҡ„80%гҖӮ

гҖҖгҖҖжҢүиҝҷдёҖдәӨжҳ“д»·ж ји®Ўз®—пјҢиҜҘеҖәеҲёж”¶зӣҠзҺҮи¶…иҝҮ15%гҖӮPalihapitiyaжҸҗеҸҠиҝҷдёҖж•°еӯ—еҗҺпјҢ马ж–Ҝе…ӢеңЁзӨҫеӘ’е№іеҸ°еӣһеә”з§°вҖңеҗ“дәәвҖқгҖӮ

гҖҖгҖҖCoreWeaveиӮЎд»·е‘ЁдёүзӣҳдёӯдёҖеәҰдёӢи·Ң17%гҖӮе°Ҫз®ЎеҖәеҲёд»·ж ји·ҢиҮіеӣ°еўғж°ҙе№іпјҢдҪҶCoreWeaveиӮЎд»·иҮӘ2025е№ҙ3жңҲIPOд»ҘжқҘзҙҜи®ЎдёҠж¶ЁйҖҫ60%пјҢеёӮеҖји¶…иҝҮ365дәҝзҫҺе…ғгҖӮ

гҖҖгҖҖжҖ»йғЁдҪҚдәҺж–°жіҪиҘҝе·һзҡ„CoreWeaveиў«и§ҶдёәжңҖж—©зҡ„вҖңж–°дә‘вҖқпјҲneocloudпјүдјҒдёҡпјҢеҚідёҖжү№дё“жіЁдәҺ蓬еӢғеҸ‘еұ•зҡ„AIеёӮеңәзҡ„дә‘и®Ўз®—жңҚеҠЎе•ҶгҖӮиҜҘе…¬еҸёдёҡеҠЎеұһдәҺиө„жң¬еҜҶйӣҶеһӢпјҢй«ҳеәҰдҫқиө–й«ҳ收зӣҠеҖәеҲёеёӮеңәдёәжү©еј жҸҗдҫӣиө„йҮ‘гҖӮиҝ‘еҮ дёӘжңҲжқҘпјҢCoreWeaveдёҚеҫ—дёҚж”Ҝд»ҳжӣҙй«ҳзҡ„еҖҹиҙ·жҲҗжң¬жүҚиғҪиҺ·еҫ—иһҚиө„гҖӮ

гҖҖгҖҖD.AпјҺ DavidsonеҲҶжһҗеёҲGil LuriaжӯӨеүҚжӣҫжҠҠCoreWeaveз§°дёәAIйўҶеҹҹзҡ„вҖңж¬Ўзә§иҙ·ж¬ҫжЎЈвҖқпјҢе‘Ёдёүд»–еңЁдёҖдёӘж’ӯе®ўиҠӮзӣ®дёӯиӯҰе‘Ҡз§°пјҢеҰӮжһңAIиһҚиө„зғӯжҪ®ж¶ҲйҖҖпјҢCoreWeaveж— еҠӣеҒҝиҝҳеҲ©жҒҜжҲҗжң¬й«ҳжҳӮзҡ„еҖәеҠЎпјҢе…¶иӮЎд»·еҸҜиғҪи·ҢиҮійӣ¶гҖӮ

гҖҖгҖҖLuriaжҺҘеҸ—йҮҮи®ҝж—¶иЎЁзӨәпјҢCoreWeaveд»ҘеҰӮжӯӨй«ҳзҡ„еҲ©зҺҮдёҫеҖәжү©еј жҳҜеңЁвҖңдёҚж–ӯжҜҒжҚҹд»·еҖјвҖқгҖӮ

гҖҖгҖҖд»–иҜҙпјҡвҖңеҰӮжһңCoreWeaveд»Ҙ9%зҡ„еҲ©зҺҮеҖҹж¬ҫпјҢиҖҢиҝҷ笔иө„йҮ‘иғҪиҺ·еҫ—зҡ„жңҖдҪіеӣһжҠҘзҺҮеҸӘжңү5%пјҢйӮЈд№Ҳж— и®ә规模жү©еӨ§еҲ°еӨҡеӨ§йғҪжІЎжңүж„Ҹд№үгҖӮвҖқ

гҖҖгҖҖд»–иЎҘе……з§°пјҡвҖңеңЁи¶…еӨ§и§„жЁЎдә‘жңҚеҠЎе•Ҷд№ӢеӨ–пјҢж•°жҚ®дёӯеҝғжӯЈж—ҘзӣҠе•Ҷе“ҒеҢ–пјҢCoreWeaveд»ҘеҫҲй«ҳзҡ„еҲ©зҺҮеҖҹж¬ҫжқҘе»әи®ҫж•°жҚ®дёӯеҝғеҸҜиғҪ并дёҚжҳҜдёҖ笔еҘҪзҡ„жҠ•иө„гҖӮжҲ‘们еҲ©з”Ёи¶ҠеӨҡжқ жқҶе»әи®ҫж•°жҚ®дёӯеҝғпјҢз»ҷж•ҙдёӘдҪ“зі»еёҰжқҘзҡ„йЈҺйҷ©е°ұи¶ҠеӨ§гҖӮвҖқ

гҖҖгҖҖ Gil Luriaзҡ„йҮҮи®ҝ

гҖҖгҖҖж №жҚ®еӨҮеҝҳеҪ•пјҢCoreWeaveйҰ–еёӯжү§иЎҢе®ҳMike IntratorиЎЁзӨәпјҢеёӮеңәиЎЁзҺ°еҫ—вҖңдёҚзҗҶжҖ§вҖқгҖӮ

гҖҖгҖҖд»–еңЁз»ҷе‘ҳе·Ҙзҡ„еӨҮеҝҳеҪ•дёӯеҶҷйҒ“пјҡвҖңеҪ“дҪ еңЁжү“йҖ дёҖз§Қж–°еһӢ科жҠҖе…¬еҸёж—¶пјҢжҖ»дјҡжңүдёҖдәӣж—¶жңҹеёӮеңәж— жі•зҗҶ解并еҒҡеҮәдёҚзҗҶжҖ§зҡ„еҸҚеә”гҖӮжҲ‘们еҜ№иҮӘе·ұзҡ„е•ҶдёҡжЁЎејҸгҖҒе®ўжҲ·гҖҒеҚ“и¶Ҡзҡ„жү§иЎҢиҙЁйҮҸпјҢд»ҘеҸҠиҙўеҠЎдҪ“зі»зҡ„дёҘж јзәӘеҫӢе……ж»ЎдҝЎеҝғгҖӮвҖқ

гҖҖгҖҖиҜҘе…¬еҸёдёҖеҗҚд»ЈиЎЁжҡӮжңӘеӣһеә”зҪ®иҜ„иҜ·жұӮгҖӮ

гҖҖгҖҖCoreWeaveзҡ„дҝЎз”ЁиҝқзәҰжҺүжңҹпјҲCDSпјүеҶҚж¬ЎеҚҮиҮізәӘеҪ•й«ҳдҪҚгҖӮжҢүеҪ“еүҚж°ҙе№іи®Ўз®—пјҢеёӮеңәе®ҡд»·иЎЁжҳҺиҜҘе…¬еҸёжңӘжқҘдә”е№ҙеҶ…иҝқзәҰзҡ„жҰӮзҺҮи¶…иҝҮ50%гҖӮ

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