《The Market Is Underestimating This Massive AI Demand Shift》
Coreweave有能力锁定更高价格的合同并筹集资金，这支撑了对其自建数据中心扩张的看多观点。
我们已经看到像 Coreweave 这样的公司在展开合作。真正让我对 Coreweave 感到兴奋的是 GPU 的定价，但在 9 月 17 日，他们宣布将以更高的价格签约新的算力。
We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.
我们在之前的一期节目里谈到过这一点，现在他们正在考虑约 3 到 6 个月的短期数据订阅合同，每兆瓦的成本约为 4000 万美元。
We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.