\u201eCoreWeave\u201c pritraukta 8,5 mlrd. doleri\u0173 vert\u0117s paskola, susieta su dirbtinio intelekto infrastrukt\u016bra, i\u0161ry\u0161kino reik\u0161ming\u0105 pokyt\u012f Volstryte: skaitmenin\u0117s infrastrukt\u016bros finansavimas pama\u017eu persiorientuoja nuo kriptovaliut\u0173 kasimo prie skai\u010diavimo paj\u0117gum\u0173, teigiama \u201eTheEnergyMag\u201c.<\/p>\n
Naujausiame \u201eMiner Weekly\u201c leidinyje \u201eTheEnergyMag\u201c analizavo \u201eCoreWeave\u201c daugiamilijardin\u012f finansavim\u0105, kur\u012f suteik\u0117 bank\u0173 ir investuotoj\u0173 grup\u0117, o sandor\u012f sustiprino \u201eMeta Platforms\u201c \u012fsipareigojimai. <\/p>\n
Pasak ap\u017evalgos, tai parodo, kaip \u012fmon\u0117s ie\u0161ko nauj\u0173 b\u016bd\u0173 finansuoti duomen\u0173 centr\u0173 statybas ir didinti GPU (grafini\u0173 procesori\u0173) paj\u0117gumus.<\/p>\n
Nors \u201eCoreWeave\u201c anks\u010diau pasitrauk\u0117 i\u0161 skaitmeninio turto sektoriaus ir susitelk\u0117 \u012f dirbtinio intelekto skai\u010diavimo paslaugas duomen\u0173 centruose, \u0161is pos\u016bkis, anot autori\u0173, atskleid\u017eia ir platesn\u0119 problem\u0105 \u2013 kod\u0117l \u201eBitcoin\u201c kasimo finansavimo modeliai pasirod\u0117 esantys trap\u016bs.<\/p>\n
Istori\u0161kai skolintojai \u201eBitcoin\u201c kasybos projektus finansuodavo kaip u\u017estat\u0105 priimdami specializuotus ASIC \u012frenginius. Ta\u010diau tokios schemos buvo ypa\u010d pa\u017eeid\u017eiamos d\u0117l kriptovaliut\u0173 kain\u0173 svyravim\u0173 ir greito \u012frangos nuvert\u0117jimo. Rinkoms krentant, smarkiai ma\u017e\u0117davo ir pajamos, ir u\u017estato vert\u0117.<\/p>\n
\u201eTheEnergyMag\u201c vertinimu, \u201eCoreWeave\u201c sandorio strukt\u016bra yra tai, \u201ekuo \u201eMinerFi\u201c band\u0117 \u2013 ir nesugeb\u0117jo \u2013 tapti\u201c.\n <\/p>\n
Skirtingai nei ankstesniuose modeliuose, \u201eCoreWeave\u201c finansavimas siejamas su veikian\u010dia dirbtinio intelekto infrastrukt\u016bra, turin\u010dia sutartinius klientus ir prognozuojamus pinig\u0173 srautus. GPU turi b\u016bti \u012fdiegti, veikti ir generuoti pajamas dar prie\u0161 suteikiant kapital\u0105, tod\u0117l skolintoj\u0173 rizika ma\u017e\u0117ja.<\/p>\n
\u201eBernstein\u201c: ankstyvas pos\u016bkis sustiprino \u201eCoreWeave\u201c pozicijas \u201eneocloud\u201c rinkoje<\/p>\n
Analitik\u0173 bendrov\u0117 \u201eBernstein\u201c pa\u017eymi, kad ankstyvas \u201eCoreWeave\u201c atsitraukimas nuo kriptovaliut\u0173 kasimo pad\u0117jo \u012fmonei \u012fsitvirtinti kaip vienai i\u0161 \u201eneocloud\u201c lyderi\u0173. \u0160iuo terminu apib\u016bdinamos \u012fmon\u0117s, kurios dirbtinio intelekto u\u017eduotims si\u016blo GPU pagr\u012fst\u0105 debesijos infrastrukt\u016br\u0105.<\/p>\n
Ataskaitoje \u201eCoreWeave\u201c lyginama su konkurentais \u201eIREN\u201c ir \u201eNebius\u201c, akcentuojant skirtumus pagal mast\u0105, infrastrukt\u016br\u0105 ir finansavimo strategijas.<\/p>\n
\u201eCoreWeave\u201c ankstyvas startas, pasak analitik\u0173, virto gerokai didesniu u\u017esakym\u0173 portfeliu \u2013 ma\u017edaug 67 mlrd. doleri\u0173. Palyginimui, \u201eIREN\u201c portfelis siekia apie 9,7 mlrd. doleri\u0173, o \u201eNebius\u201c \u2013 apie 47 mlrd. doleri\u0173.<\/p>\n
Nors visos trys \u012fmon\u0117s ple\u010diasi dirbtinio intelekto infrastrukt\u016bros srityje, \u201eIREN\u201c vis dar did\u017ei\u0105j\u0105 pajam\u0173 dal\u012f u\u017edirba i\u0161 \u201eBitcoin\u201c kasimo, kol t\u0119sia savo transformacij\u0105.\n <\/p>\n
\u201eBernstein\u201c analitikai \u201eCoreWeave\u201c skyr\u0117 auk\u0161\u010diausius \u012fvertinimus u\u017e \u201ekomercin\u012f model\u012f\u201c \u2013 d\u0117l \u201egilios programin\u0117s \u012frangos strukt\u016bros, sutartini\u0173 ir pagal poreik\u012f gaunam\u0173 pajam\u0173 derinio, tvirto u\u017esakym\u0173 portfelio bei vis labiau diversifikuojamos klient\u0173 baz\u0117s\u201c.<\/p>\n
Vis d\u0117lto, j\u0173 teigimu, \u201eIREN\u201c prana\u0161esn\u0117 infrastrukt\u016bros aspektu \u2013 d\u0117l reik\u0161mingo nekilnojamojo turto portfelio, o ne d\u0117l priklausomyb\u0117s nuo nuomojam\u0173 duomen\u0173 centr\u0173 paj\u0117gum\u0173.\n<\/p>\n
\n\t\t\t\tKaip vertinate \u0161\u012f \u012fra\u0161\u0105?\n\t\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"\u201eCoreWeave\u201c pritraukta 8,5 mlrd. doleri\u0173 vert\u0117s paskola, susieta su dirbtinio intelekto infrastrukt\u016bra, i\u0161ry\u0161kino reik\u0161ming\u0105 pokyt\u012f Volstryte: skaitmenin\u0117s infrastrukt\u016bros…\n","protected":false},"author":2,"featured_media":151587,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[11870,81,25519,295,11778,37,39,36,38,40,25520,46],"class_list":{"0":"post-151586","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-verslas","8":"tag-bitcoin-kasimas","9":"tag-business","10":"tag-coreweave","11":"tag-dirbtinis-intelektas","12":"tag-duomenu-centrai","13":"tag-lietuva","14":"tag-lietuviu","15":"tag-lithuania","16":"tag-lithuanian","17":"tag-lt","18":"tag-neocloud","19":"tag-verslas"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lt\/116392195657712226","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/151586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/comments?post=151586"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/151586\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media\/151587"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media?parent=151586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/categories?post=151586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/tags?post=151586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}