CoreWeave는 데이터 센터 파트너들에게 전력 공급을 예정보다 앞서 추진하고 있습니다.

CoreWeave, Inc. (NASDAQ: CRWV) is expanding its AI infrastructure across industrial engineering and government-backed research while its data-center partners accelerate capacity delivery. The company's stock fell more than 4% during Thursday's premarket session, tracking broader weakness in growth and AI-linked equities as Nasdaq futures declined 0.64% and S&P 500 futures fell 0.42%.

On Thursday, CoreWeave launched Physical AI Field Engineering, a service pairing its specialists with customer teams to build and deploy AI tools using existing engineering and testing data. The company developed the offering using capabilities acquired through its purchase of Monolith AI, and the approach has already supported more than 100 projects across automotive, aerospace, and robotics. Customers can operate and retrain the deployed systems themselves, enabling AI to integrate directly into existing engineering workflows.

CoreWeave also partnered with Parallel Works to provide a managed AI and computing environment for DARPA's NODES program, targeting biological research. The platform offers research teams dedicated computing capacity and technical support, allowing them to begin AI modeling and simulations within days rather than waiting weeks or months to build and manage their own infrastructure.

Progress on capacity expansion is accelerating. Core Scientific Inc. (NASDAQ: CORZ) delivered another 200 megawatts ahead of schedule, while Applied Digital Corp. (NASDAQ: APLD) completed approximately 75 megawatts at Polaris Forge 1, and Galaxy Digital Inc. (NASDAQ: GLXY) delivered 133 megawatts at Helios. BNP Paribas, maintaining an Outperform rating and $154 price forecast in August, cited this execution as encouraging and noted that the ahead-of-schedule progress raises confidence that some capacity could begin operating earlier than expected, potentially supporting stronger profitability in the late third quarter and fourth quarter. The bank said developments "continue to skew the risk versus reward toward CoreWeave's favor near term," while rival Nebius Group N.V. (NASDAQ: NBIS) faces uncertainty around approvals for its Vineland data center.

At the time of publication on Thursday, CoreWeave shares were down 4.09% at $91.06.