CoreWeave reported a bigger-than-expected loss and boosted capital expenditures.
与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
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Dorsey said the layoffs come in anticipation of an ensuing trend, allowing the company to act proactively: “I’d rather get there honestly and on our own terms than be forced into it reactively.”
Leeds say they will struggle to break even on Vegas as the Super League teams have to pay all their own costs. So how difficult a decision was it to give up a home game to go? “It was a big decision and one that we didn’t take lightly. Part of our strategy is to constantly raise our profile and when you looked at the results from a marketing and audience perspective for Wigan v Warrington in Vegas last year, the eyeballs on that were incredible. You don’t get given a pot of money: you have to generate your own money through ticket sales. But like Leeds, we felt that we have a big enough fanbase to financially support our ability to go out there. It’s an incredibly tough schedule but to put ourselves on that stage was too big an opportunity to turn down. A year ago we said: ‘What if we won the Grand Final? It’ll be the World Club Challenge and straight into Vegas.’ We just decided to worry about it when it happens. And now it’s happened!”