Michael Intrator

Intrator表示，CoreWeave希望与德州新任民主党州长合作，完成已获许可的数据中心项目，并为未来建设制定清晰、可持续的标准。

我们欢迎有机会与当选州长的过渡委员会合作，负责任地完成已获许可的项目，并为未来发展制定清晰、可持续的标准。

原文 (en)

We welcome the opportunity to work with the governor-elect's transition committee on the responsible completion of already-permitted projects and on clear, sustainable standards for future development.

Intrator表示CoreWeave愿与得州当选州长过渡团队合作，负责任推进已获批项目，并制定清晰持久的未来数据中心开发标准。

“我们欢迎与您的过渡团队就已获批项目的负责任推进，以及未来开发的清晰、持久标准展开合作，”他表示。

Intrator表示CoreWeave强烈支持数据中心增长必须惠及得州民众的原则。

“您已明确表示，数据中心的增长必须对得克萨斯州有利，我们强烈支持这些原则。”

Intrator表示CoreWeave坚决支持数据中心发展必须造福德州的原则，向德州候任州长示好。

你已明确表示，数据中心的发展必须造福德克萨斯州。我们坚决支持这些原则。

原文 (en)

You have made clear that data center growth must work for Texas. We strongly support those principles.

Intrator称CoreWeave愿与过渡团队合作，负责任地完成已获批项目，并制定清晰持久的未来发展标准。

负责任地完成已获批项目，并为未来发展制定清晰、持久的标准。

原文 (en)

responsible completion of permitted projects and on clear, durable standards for future development.

Intrator 致信德州当选州长 Hinojosa，支持数据中心建设应符合德州利益的原则，并表示愿合作推进已获批项目并制定清晰、可持续的未来标准。

CoreWeave 联合创始人兼 CEO Michael Intrator 当天致信 Hinojosa，称他强烈支持她提出的数据中心发展应与德州利益保持一致的原则。他在信中表示，愿意与当选州长的过渡团队合作，负责任地推进已获批的数据中心项目，并为未来发展建立清晰、可持续的标准。

原文 (en)

CoreWeave co-founder and Chief Executive Officer Michael Intrator sent Hinojosa a letter that day saying he strongly supports her principle that data center development should align with Texas's interests. In the letter, Intrator said he would welcome the opportunity to work with the governor-elect's transition team on the responsible execution of already approved data center projects and on establishing clear, sustainable standards for future development.

Intrator表示CoreWeave支持得州候任州长关于数据中心发展必须造福得州的原则，并愿与其团队合作完成已获许可的项目、制定清晰持久的未来标准。

“您已明确表示，数据中心的发展必须造福得克萨斯州。我们坚决支持这些原则。”“我们欢迎有机会与您的过渡团队合作，负责任地完成已获许可的项目，并为未来发展制定清晰、持久的标准。”

原文 (en)

"You have made clear that data center growth must work for Texas," CoreWeave co-founder and Chief Executive Officer Michael Intrator said the statement. "We strongly support those principles." "We welcome the opportunity to work with your transition team on the responsible completion of permitted projects and on clear, durable standards for future development," he said.

Intrator 在致员工备忘录中称，CoreWeave 拥有多元融资渠道，并可随时间推移灵活募集股权，以缓解投资者担忧。

我们的融资模式结合了基础设施支持的借款、公司债务、股权和客户预付款。公司还有“随着市场状况和资本需求变化，逐步募集股权的额外灵活性”。

原文 (en)

Our financing model combines infrastructure-backed borrowing, corporate debt, equity, and customer prepayments. He added that the company has "additional flexibility to raise equity over time as market conditions and our capital needs warrant."

Intrator 在内部邮件中称市场误解了 CoreWeave 的模式，并对其商业模式、客户、执行力和财务纪律充满信心。

当你在打造一种新型科技公司时，总会有一段时间市场会误解并做出非理性反应。我们对自己的商业模式、客户、卓越的执行质量以及我们所构建的财务引擎的严格纪律充满信心。

原文 (en)

When you are building a new type of technology company there will be periods of time when the market misunderstands and acts irrationally. We are confident in our business model, our customers, the extraordinary quality of our execution, and the relentless discipline around the financial engine we have built.

Intrator称需求全面加速，多款GPU价格环比上涨，CoreWeave近期算力基本售罄。

需求全面加速。A100、H100、H200和L40的平均价格均环比上涨，我们的近期算力容量基本已售罄。

原文 (en)

demand is accelerating across the board. Average pricing for the A100s, H100s, H200s, and L40s all increased quarter over quarter, and we remain largely sold out for near-term capacity across our fleet.