Corewee 何方神圣？“英伟达造假论”在外网路平台炸锅了

答题！

美通社报道CoreWee无限期在路易斯安那州普莱诺建起一个耗资 16 亿美元的新近的设备，这是该母公司此前积极增大其用量和配套延展范围的历史性。该母公司预计到 2023 月初将拥有 14 个的设备。

后续驳斥升级了，连赛门铁克和Inflection一并猜疑了！

8翌月初为了保证足够的 GPU 用量，赛门铁克已与 Nvidia拥护的母公司 CoreWee签署了一项协议。展望尚未来，该母公司计划增高投资支不止，以支付必要的的设备、里面央处理器、网路平台络硬件和 GPU 的支出。赛门铁克也从CoreWee那里拿算力策略性。持续几年计有几十亿美金报价。

Inflection随同被驳斥，也是因为它也给了CoreWee下了订货！而Inflection 同时看齐了英伟达和赛门铁克的投资者。

即使它是最不止名的大静态应运而生母公司之一，也被扣上好好盐务的帽子。

Corewee的确和英伟达走得很近！以至于有人不深信它的并能，虽然母公司迈向却说的很确切“了了算力阶段我们配套就很牛”“单是为了构筑一个工业化的阳网路平台络服务、进行配套配上并似乎带进阳服务于提供商，我们红豆了分之一4年一段时间联合开发软件”。

它却说H100稀缺，订货要到来年2翌年份交付。

“ 买家拒绝为他们建起一个4000 GPU的策略性，得等到来年第一翌年份，而且如今日渐偏好于第二翌年份，因为第一翌年份如今开始被快递了。”

找了很多的资讯，也一定会证明相反英伟达 Corewee 无论如何怎么好好盐务？唯一被人诟病就是英伟达在生产量抗战时期的时候都有拥护了自己投资者的母公司！

针对twitter上面的攻击，纽约证券交易所分析员从尚未有人第一一段时间站不止来了。这件事情本身只却所述一点，英伟达目前多飞确定性很一定会用！

各种声音都有！

By Wallace Witkowski

Bernstein yst can't believe he has to debunk conspiracy theories: 'And yet, here we are...'

Nvidia Corp.'s revenue doubled while its cost of goods barely crept up, so there must be something fishy, right? A company is using their Nvidia graphics processing chips as collateral for billions in loans 便是 that doesn't sound right, does it?

As Nvidia (NVDA) shares fell 3.1% to close at $470.61 on Wednesday, Bernstein yst Stacy Rasgon must he been hearing from clients all day who were worried after reading the most recent conspiracy theory on why Nvidia's 222% year-to-date stock gain must somehow be fixed.

"Recently there he been a couple of Nvidia short theses circulating widely on social media," Rasgon wrote in a note titled "Please don't get your investment thesis from Twitter randos."

"They are, for the most part, puerile," he said, adding that clients keep asking about them, and whether or not they could be moving the stock. "Hence we (very grudgingly) write this note today."

Rasgon has an outperform rating on Nvidia's stock and a $675 price target. Of the 51 ysts who cover Nvidia, 47 he buy ratings, and four he hold ratings, with an erage target price of $649.22, according to FactSet.

The first "thesis" Rasgon shot down was that while Nvidia's revenue more than doubled from a year ago, their cost of goods sold crept up only 7%, "hence something must be 'wrong.'" Nvidia's data-center sales topped Wall Street expectations by more than $2 billion, while the company's revenue forecast for the third quarter was more than $3 billion higher than expected.

"This is nonsense," Rasgon wrote. The yst explained that Nvidia took $1.34 billion in charges that included about $1.22 billion in inventory reserves and that "ran through COGS in the year-ago quarter," when it appeared Nvidia was melting down.

Looking closer, Rasgon said that when those charges were excluded, COGS actually increased by about 70% in the second quarter from a year ago, which was "entirely normal" given the year-over-year strength in data-center sales.

Also read: Intel gets surprise data-center tailwind as it looks toward 'meaningful' AI growth next year

The second "thesis" concerned GPU cloud vendor Corewee Inc., which recently listed its Nvidia AI chips as collateral in financing $2.3 billion in debt led by Blackstone Inc. (BX) and Magnetar Capital.

Since Nvidia is an investor in Corewee, Rasgon said "internet innuendo has effectively implied Nvidia used this to stuff the channel (pointing to it as driving their data-center beat in the quarter) as well as accusing Nvidia of other nefarious intents given their investment in Corewee."

For more: AMD CEO Lisa Su says interest in new AI chip is translating into sales

"Beyond somewhat hilariously confusing 'Blackstone' with 'Blackrock' during the process, this is also nonsense," Rasgon wrote. "Nvidia did not need help from Corewee (or anyone) to juice the quarter (their products are all on allocation), and the debt facility was announced Aug. 3 (after the quarter was completed) with the release suggesting deployment has likely not happened yet."

Rasgon noted that Nvidia not only invests in Corewee but other AI startups like Hugging Face Inc., Activ Surgical Inc., AI21 Labs Ltd., Skydio Inc., and luminal Medicines Inc.

"And as companies like Corewee build businesses based on Nvidia GPUs, it is in Nvidia's interest to see them succeed given their presence offers a counter to the threat of bigger [cloud service providers] developing their own internal AI offerings," Rasgon said.

所列为ChatGPT翻译者：

由华尔士·马罗多维（Wallace Witkowski）撰写

米切尔分析员不能深信自己被迫反驳一些人：“然而，全然即使如此如此…”

尽管英伟达（NVDA）的盈余翻了一番，但生产成本无论如何不能上升，所以一定有什么可疑之处，对吧？咖啡店母公司准备将他们的英伟达上GPU显卡作为数十亿美元额度的利息——这问起来无意中，对吧？

随着英伟达公司股票在周一下跌3.1%，定价为470.61美元，米切尔分析员斯泰西·塞拉札（Stacy Rasgon）平常都在送出买家对英伟达担忧的拨打，因为他们写作了关于为什么英伟达来年迄今为止的公司股票下降了222%，应当有存有答题的当前近一些人。

"最近社交传媒上传诵着一些关于英伟达的好好飞论述，"塞拉札在一份取名"请不该从Twitter照样看投资者论述"的分析报告里面写道。

"它们在更大程度上是幼稚的，"他却说，并补充却说，买家一直在询答这些论述，以及它们是否意味著阻碍公司股票。"因此，我们（非常不情愿地）时至今日写了这份分析报告。"

塞拉札对英伟达的股票给以了跑打赢市场需求评估，较大限度价为675美元。根据FactSet的数据，延展英伟达的51位分析员里面，有47位给以转手评估，4位给以所持评估，平均较大限度价为649.22美元。

塞拉札首先反驳的"论述"是，虽然英伟达的盈余与一年前相较翻了一番，但他们的的销售生产成本仅上升了7%，"因此一定有什么'答题'。"英伟达的的设备的销售至少了纽约证券交易所预计至少20亿美元，而该母公司对第三翌年份的盈余预期比预计高30多亿美元。

"这纯属无稽之谈，"塞拉札写道。分析员解释却说，英伟达的支出里面都有了分之一12.2亿美元的库存准备金，这在一年前的翌年份"算进了的销售生产成本"，起初英伟达看起来准备迅速消亡。

塞拉札却说，当无关这些支出时，与一年前相较，第二翌年份的的销售生产成本仅仅增高了约70%，这是"无论如何正常人的"，再考虑到的设备的销售的亚太区上升。也可写作：英特尔公司在展望来年的"有含义的"AI上升时，来让了的设备的千里眼语

第二个"论述"涉及GPU 阳供应当商Corewee Inc.，该母公司最近将其英伟达H100显卡列于由 Blackstone Inc.（BX）和 Magnetar Capital 为首的23亿美元外债的利息。

由于英伟达是 Corewee 的投资者者，塞拉札指出，"互联网路平台里面伤仅仅从尚未所述了英伟达利用了这一点来推展市场需求迈向（将其相反在该翌年份推展的设备上升），并责难英伟达因其对 Corewee 的投资者而心怀其他守护者意上图。"

关于这一点，塞拉札写道："除了在过程里面有点滑稽地将'Blackstone'与'Blackrock'搞混除此以外，这也是胡却说八道。英伟达不需来自 Corewee（或任何人）的借助来激发该翌年份的市场占有率（他们的的产品都从尚未分配不止去了），而且这项外债协议是在8翌年3日无限期的（在翌年份进行后），出版方所述了作战意味著尚尚未发生。"

塞拉札指不止，英伟达不仅投资者于 Corewee，还投资者于其他AI应运而生母公司，如 Hugging Face Inc.、Activ Surgical Inc.、AI21 Labs Ltd.、Skydio Inc. 和 luminal Medicines Inc.。

"而且，正如 Corewee 等母公司以英伟达的GPU依此构筑的业务一样，对于英伟达来却说，见证它们的急于相符其利益，因为它们的存有结盟了更大的阳服务于提供商外部联合开发其自己的AI的产品的阻碍，"塞拉札却说。

本文比如却说：天使队跑的快，原文篇名：《Corewee 何方神圣？》

高风险示意及任何理由法令

市场需求有高风险，投资者需谨慎。本文不相关联个人投资者建议，也尚未再考虑到个别Gmail特殊的投资者较大限度、财政状况或需。Gmail应当再考虑本文里面的任何意见、观点或论据是否相符其特定状况。据此投资者，责任自负。

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