老黄总有一天会被拖垮_老虎社区_美港股上老虎 - 老虎社区

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老黄总有一天会被拖垮，Ai一起完蛋，金融危机四伏，不是危言耸听，这样左脚踩右脚不死才怪。

刚为CoreWeave站台，又要向Firmus注资——英伟达化身“AI中央银行”

继为CoreWeave公开站台却换来股价暴跌11.9%后，英伟达拟向IPO折戟的澳大利亚AI云服务商Firmus Grid注入数亿美元。英伟达正以越来越像央行的方式介入AI基础设施融资危机，背后逻辑直接了当：黄仁勋每多投一美元，就能帮客户多买一块自家芯片，目前neocloud是英伟达对抗科技巨头自研芯片的一道关键防线。

刚为CoreWeave站台，又要向Firmus注资——英伟达化身“AI中央银行”

# 华尔街见闻

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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火金刚
·10-24
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class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-22 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>英伟达正以越来越像央行的方式介入AI基础设施融资危机。</p>\n<p>在口头为旗下重要持股公司CoreWeave背书未能稳住市场后，这家芯片巨头据报正计划向另一家陷入困境的澳大利亚AI云服务商Firmus Grid注入数亿美元资金。</p>\n<p>据The Information周二报道，<strong>英伟达正与Firmus就数亿美元规模的投资进行谈判。Firmus本月初在估值300亿美元的IPO计划受挫后，正寻求私募融资至少20亿美元，英伟达此前已参与其最近三轮融资，是该公司的重要股东之一。</strong></p>\n<p>此次潜在的追加投资，将是英伟达向外界传递信号的最新举措——在AI股票遭遇大规模抛售之际，它愿意以真金白银而非言辞来支撑整个生态系统。目前AI数据中心运营商的融资环境正在急剧恶化，公开市场投资者的信心持续受挫，英伟达的战略注资能否真正扭转颓势，仍是市场关注的核心问题。</p>\n<h2>Firmus IPO折戟，英伟达出手接盘</h2>\n<p>Firmus的上市之路以失败告终，成为本轮AI股票抛售的导火索之一。</p>\n<p>这家成立七年的澳大利亚公司原计划在澳大利亚证券交易所以300亿美元估值上市，拟募资50亿美元，但最终以&#34;市场波动&#34;为由撤回申请。<strong>据报道，投资者普遍认为其估值过高、过于投机，与Firmus目前的营收规模及规划中的数据中心产能严重不符。</strong></p>\n<p>Firmus的主要投资者包括<a href=\"https://laohu8.com/S/BX\">Blackstone</a>、Coatue Management和Jane Street。在融资结构上，该公司迄今已累计融资逾130亿美元，其中约100亿美元为债务融资。英伟达此前已在其信用支持项目框架下与Firmus深度绑定——今年6月，英伟达同意为Firmus采购至少17万块Rubin和Blackwell GPU服务器机架提供信用背书，以便其更容易获得债务融资，相关服务器机架估值约150亿美元，将部署于印度尼西亚巴淡岛由新加坡数据中心开发商DayOne建设的设施内。</p>\n<p>IPO失败后，Firmus正寻求私募融资至少20亿美元。据The Information援引知情人士称，英伟达原本已准备在IPO中投入大量资本，此次私募融资中英伟达的投资规模仍可能发生变化，融资也存在告吹的可能性。</p>\n<h2>英伟达的逻辑：每一美元投资都是在为自己买单</h2>\n<p>英伟达持续向新云服务商（neocloud）输血，背后有清晰的商业逻辑。</p>\n<p>谷歌、微软、亚马逊等超大规模云厂商正加速自研芯片以降低对英伟达的依赖，而neocloud恰恰是英伟达GPU需求的重要支柱。<strong>英伟达向Firmus追加投资的逻辑直截了当：黄仁勋每多投入一美元，就能帮助客户多购买一块芯片。</strong></p>\n<p>据The Information分析，英伟达已为neocloud及其他大客户提供了逾1700亿美元的信用担保和资本支持。英伟达截至今年7月的非上市证券持仓——主要为私人公司股权——已达512亿美元，较六个月前翻逾一倍。</p>\n<p>为维系这一生态，英伟达还在调整支持方式。据知情高管透露，英伟达最初向neocloud提供信用支持时，要求换取其未来云收入的分成，部分规模较大的neocloud对此条款并不接受。<strong>英伟达目前已转向提供期限更短的信用支持协议，换取更小比例的收入分成</strong>。此外，英伟达内部还专门组建了一支团队，由黄仁勋的女婿Nico Caprez联合领导，协助neocloud寻找具备可用电力的数据中心选址。</p>\n<h2>CoreWeave的警示：言辞难敌市场</h2>\n<p>Firmus的困境并非孤例，整个neocloud行业正面临融资成本飙升与投资者信心崩塌的双重压力，而英伟达的口头背书已被证明难以奏效。</p>\n<p>上周，黄仁勋在斯德哥尔摩的一场活动上公开为CoreWeave辩护，称其&#34;资本成本实际上正在下降&#34;。然而市场并不买账——CoreWeave股价次日暴跌11.9%。CoreWeave的借贷成本走势与黄仁勋的表述截然相反：其以芯片和客户合同为抵押的项目融资利差，<strong>从今年3月的基准利率上浮225个基点，到8月已扩大至550个基点；无担保债券方面，其2032年到期债券收益率目前约为14%，而仅四个月前约为8.5%。</strong></p>\n<p>澳大利亚数据中心运营商Nextdc的遭遇则提供了另一个警示：该公司本周三因公众反对导致项目延期、下调盈利预期，股价单日暴跌41%。就在上月，Nextdc还以1.75%的低票息发行了11亿澳元可转债，而目前其股价已跌至转换价格的约三分之一，相关证券深度虚值。</p>\n<p>面对持续的市场质疑，黄仁勋此前告诉投资者&#34;这一切都会过去&#34;，并建议投资者&#34;趁低吸纳&#34;。如今，英伟达正被要求用行动兑现这一承诺。对于一家被市场称为&#34;AI中央银行&#34;的公司而言，向Firmus注资或许只是其扮演&#34;最后贷款人&#34;角色的最新一步，但能否真正稳住市场信心，仍有待观察。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis 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Information周二报道，英伟达正与Firmus就数亿美元规模的投资进行谈判。Firmus本月初在估值300亿美元的IPO计划受挫后，正寻求私募融资至少20亿美元，英伟达此前已参与其最近三轮融资，是该公司的重要股东之一。\n此次潜在的追加投资，将是英伟达向外界传递信号的最新举措——在AI股票遭遇大规模抛售之际，它愿意以真金白银而非言辞来支撑整个生态系统。目前AI数据中心运营商的融资环境正在急剧恶化，公开市场投资者的信心持续受挫，英伟达的战略注资能否真正扭转颓势，仍是市场关注的核心问题。\nFirmus IPO折戟，英伟达出手接盘\nFirmus的上市之路以失败告终，成为本轮AI股票抛售的导火索之一。\n这家成立七年的澳大利亚公司原计划在澳大利亚证券交易所以300亿美元估值上市，拟募资50亿美元，但最终以\"市场波动\"为由撤回申请。据报道，投资者普遍认为其估值过高、过于投机，与Firmus目前的营收规模及规划中的数据中心产能严重不符。\nFirmus的主要投资者包括Blackstone、Coatue Management和Jane Street。在融资结构上，该公司迄今已累计融资逾130亿美元，其中约100亿美元为债务融资。英伟达此前已在其信用支持项目框架下与Firmus深度绑定——今年6月，英伟达同意为Firmus采购至少17万块Rubin和Blackwell GPU服务器机架提供信用背书，以便其更容易获得债务融资，相关服务器机架估值约150亿美元，将部署于印度尼西亚巴淡岛由新加坡数据中心开发商DayOne建设的设施内。\nIPO失败后，Firmus正寻求私募融资至少20亿美元。据The Information援引知情人士称，英伟达原本已准备在IPO中投入大量资本，此次私募融资中英伟达的投资规模仍可能发生变化，融资也存在告吹的可能性。\n英伟达的逻辑：每一美元投资都是在为自己买单\n英伟达持续向新云服务商（neocloud）输血，背后有清晰的商业逻辑。\n谷歌、微软、亚马逊等超大规模云厂商正加速自研芯片以降低对英伟达的依赖，而neocloud恰恰是英伟达GPU需求的重要支柱。英伟达向Firmus追加投资的逻辑直截了当：黄仁勋每多投入一美元，就能帮助客户多购买一块芯片。\n据The Information分析，英伟达已为neocloud及其他大客户提供了逾1700亿美元的信用担保和资本支持。英伟达截至今年7月的非上市证券持仓——主要为私人公司股权——已达512亿美元，较六个月前翻逾一倍。\n为维系这一生态，英伟达还在调整支持方式。据知情高管透露，英伟达最初向neocloud提供信用支持时，要求换取其未来云收入的分成，部分规模较大的neocloud对此条款并不接受。英伟达目前已转向提供期限更短的信用支持协议，换取更小比例的收入分成。此外，英伟达内部还专门组建了一支团队，由黄仁勋的女婿Nico Caprez联合领导，协助neocloud寻找具备可用电力的数据中心选址。\nCoreWeave的警示：言辞难敌市场\nFirmus的困境并非孤例，整个neocloud行业正面临融资成本飙升与投资者信心崩塌的双重压力，而英伟达的口头背书已被证明难以奏效。\n上周，黄仁勋在斯德哥尔摩的一场活动上公开为CoreWeave辩护，称其\"资本成本实际上正在下降\"。然而市场并不买账——CoreWeave股价次日暴跌11.9%。CoreWeave的借贷成本走势与黄仁勋的表述截然相反：其以芯片和客户合同为抵押的项目融资利差，从今年3月的基准利率上浮225个基点，到8月已扩大至550个基点；无担保债券方面，其2032年到期债券收益率目前约为14%，而仅四个月前约为8.5%。\n澳大利亚数据中心运营商Nextdc的遭遇则提供了另一个警示：该公司本周三因公众反对导致项目延期、下调盈利预期，股价单日暴跌41%。就在上月，Nextdc还以1.75%的低票息发行了11亿澳元可转债，而目前其股价已跌至转换价格的约三分之一，相关证券深度虚值。\n面对持续的市场质疑，黄仁勋此前告诉投资者\"这一切都会过去\"，并建议投资者\"趁低吸纳\"。如今，英伟达正被要求用行动兑现这一承诺。对于一家被市场称为\"AI中央银行\"的公司而言，向Firmus注资或许只是其扮演\"最后贷款人\"角色的最新一步，但能否真正稳住市场信心，仍有待观察。","news_type":1,"symbols_score_info":{"CLSE":0.6,"IXN":0.6,"LFGY":0.6,"NVDD":0.6,"TTXU":0.6,"SOXX":0.6,"NVDB":0.6,"AIFD":0.6,"FAI":0.6,"GAMR":0.6,"NVC":0.6,"SOXQ":0.6,"NVDG":0.6,"CMAG":0.6,"09388":0.6,"SNPE":0.6,"NVIW.SI":0.6,"NVD":0.6,"FDTX":0.6,"TRFK":0.6,"NVD3.UK":0.6,"ESUM":0.6,"NVDY":0.6,"AGOX":0.6,"XLK":0.6,"ROM":0.6,"USXF":0.6,"THMR":0.6,"SHOC":0.6,"CHPX":0.6,"AIPI":0.6,"NVDX":0.6,"ILDR":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"TEK":0.6,"NVDS.UK":0.6,"07788":0.6,"TYLG":0.6,"ANV":0.6,"FTEC":0.6,"SNVDAmain":0.6,"NVDO":0.6,"ESLG":0.6,"NVDU":0.6,"EFIV":0.6,"TTEQ":0.6,"SMHX":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"VGT":0.6,"USD":0.6,"09788":0.6,"VT":0.6,"NVII":0.6,"SMH":0.6,"IETC":0.6,"NVDL":0.6,"ABFL":0.6,"SOXY":0.6,"METV":0.6,"07388":0.6,"NVDA":1.96,"NVDW":0.6,"JGRO":0.6,"NVYY":0.6,"NULC":0.6,"CNEQ":0.6,"SPTE":0.6,"NVDS":0.6,"DIPS":0.6,"WISE":0.6}},"isVote":1,"tweetType":1,"viewCount":420,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":81,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":621802215522856,"commentId":"621802215522856","gmtCreate":1792834273844,"gmtModify":1792834278064,"authorId":4199189209245452,"author":{"id":4199189209245452,"idStr":"4199189209245452","authorId":4199189209245452,"name":"火金刚","avatar":"https://static.tigerbbs.com/74d7bfd298c89bc58e508665b873a465","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"wearingSort":1},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0},{"categoryType":1102,"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":621009700606736,"objectIdStr":"621009700606736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你那么懂你咋没成为黄仁勋？","text":"你那么懂你咋没成为黄仁勋？","html":"你那么懂你咋没成为黄仁勋？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}