《Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD》
Coreweave 的资产负债表状况不佳，流动性不足以覆盖近期债务。
但 Coreweave 是另一场灾难。Coreweave 刚刚又筹集了更多资金，但他们现在甚至没有钱支付账单。所以，Coreweave 大约有 80 亿美元的现金和应收账款，但他们有 180 亿美元的账单要付。
他们刚刚筹集了 30 亿美元的可转换票据。他们筹集的转换规模提高到 37 亿美元，但即使你在此基础上再加 40 亿美元，仍然不足以支付他们未来 12 个月的账单。Korweef 的资产负债表很糟糕。
But Coreweave is another disaster. Coreweave just raised more money, but they don't even have the money to pay their bills right now. So, Coreweave has about $8 billion in cash and receivables, but they have $18 billion in bills to pay.
They just raised $3 billion in convertible notes. The conversion they raised to $3.7 billion, but even if you add $4 billion to that, it's still not enough to pay their bills for the next 12 months. Korweef has a bad balance sheet.