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奧本海默公司表示，受產能成長加速和強勁需求的推動，CoreWeave預計將公佈強勁的第一季業績，並上調2026年業績展望。

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-- 奧本海默週三在一份報告中指出，CoreWeave (CRWV) 預計將在5月7日公佈接近其預期上限的營收，預計將2026年的營收預期大幅上調至120億至130億美元以上，原因是其產能成長速度超出預期，且人工智慧資料中心的需求依然強勁。 奧本海默表示，其調查顯示，CoreWeave到9月可能新增約1吉瓦的活躍產能，高於公司預期和市場預期。更快的產能擴張可望提升2026年的營收，並支持其全年營收可能接近140億美元的觀點。 報告也指出，由於人工智慧資料中心產能的需求仍遠超供應，因此對OpenAI的擔憂似乎可以得到控制。這將有助於CoreWeave填補任何未使用的產能。報告稱，人工智慧產能的整體短缺將在未來五到七年內持續，而該公司在此期間的產能可能至少達到6吉瓦。 報告指出，向人工智慧推理的轉型有望改善CoreWeave的經濟效益，因為推理能夠以更低的成本帶來更高的每兆瓦收益，優於訓練。 奧本海默維持對CoreWeave的「跑贏大盤」評級，並將目標價從140美元上調至150美元，稱CoreWeave在訓練和推理方面的成長支撐了其更強勁的長期前景。 該公司股價週三上漲超過6%。

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