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American technology company
CoreWeave, Inc. is an American cloud-computing company based in Livingston, New Jersey. As of 2026, the company operates 51 AI data centers, specialized data centers designed for higher parallel computing performance via heavy use of graphics processing units (GPUs). Such data centers are vital to the training and running of generative AI models, such as large language models and text-to-video models.
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10月6日、日経平均株価が一時70,683円をつけて3カ月ぶりに7万円台を回復したとき、市場には明るいムードが広がっていました。ところが、それからわずか10日足らずで空気は一変します。10月15日の東京市場で日経平均は1日に3,318円下落し、終値は64,426円。下げ幅としては歴代3位という記録的な急落となりました。 引き金となったのは、米国のAIクラウド企業コアウィーブ（CoreWeave）の社債急落と、同じ日に発表された米国9月の消費者物価指数（CPI）の上振れです。市場では早くも「コアウィーブ・ショック」という呼び名が定着しつつあります。 週末16日の東京市場は898円高と
The article analyzes recent corrections in AI and suggests being highly selective on U.S. equities amid macro uncertainty. Click to read more details.