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@zerohedge· zerohedge·· 2 小时前AI 评分53

CoreWeave Q3 积压订单达 $132.5B,单季现金消耗 $7.5B 创历史新高

CRWV charts: Backlog was $132.5 billion, up $28 billion in a quarter. Only issue: back in August, CRWV already disclosed more than $25 billion of new ...

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zerohedge 分析 CoreWeave(CRWV)财报数据:积压订单达 $132.5 billion,单季增加 $28 billion,但 8 月公司已披露 Q3 前几周就签下超 $25 billion 新承诺,作者质疑此后两个月仅新增约 $3 billion。

来源:@zerohedge · x.com