# CoreWeave 烧钱加剧但股价涨 19%

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-08-14 20:17
- AIHOT 分数：51
- AIHOT 链接：https://aihot.virxact.com/items/cmssx3jeb0l9croff4xysblrp
- 原文链接：https://x.com/rohanpaul_ai/status/2088238468292063665

## AI 摘要

CoreWeave 上季度亏损翻倍、支出飙升，现金流消耗比营收多近 60 亿美元，但股价仍涨 19%。投资者看中的是 1037 亿美元 backlog 及 Q3 新增超 250 亿美元客户承诺，收入同比增长 112%。为满足需求，季度自由现金流为 -57.4 亿美元，并将 2026 年资本开支指引上调至 350 亿-390 亿美元。

## 正文

axios on CoreWeave: "CoreWeave's losses doubled, its spending soared and it devoured almost $6 billion more in cash than it generated last quarter. Investors loved it."
Stock still rose 19%

CoreWeave is burning extraordinary amounts of cash, but investors are looking at the $103.7B backlog and seeing demand arriving faster than capacity can be built.

CoreWeave's AI demand remains enormous, Revenue rose 112% year over year, and the company reported about $104B in backlog plus more than $25B of new customer commitments added early in Q3.

Meeting that demand is consuming cash much faster. quarterly free cash flow at -$5.74B while CoreWeave raised 2026 capex guidance to $35 B-$39B.