What is the effect of the IPO of the coreweave on the scientific core? Debate of analysts

Coreweave, one of the hottest players in the artificial intelligence (AI) sphere, filed for an initial public (IPO) offering on March 3.
The company works closely with Bitcoin (BTC) Miner Core Scientific (Corz); The two companies has ink a multi-billion dollar deal For basic scientific to generate road -The megawatts of coreweave infrastructure to run AI services. In fact, the coreweave is at the widest client of the scientific core.
Which raised a question: How can IPO affect the coreweave basic scary?
“Coreweave’s IPO is likely to have an impact on the main scientific,” Wolfie Zhao, head of the research on Theminermag, CoinDesk said. “If the public debut of the coreweave is successful and it maintains a strong income growth in the coming years, it will strengthen the position of the basic scientific as a reliable infrastructure provider, ensuring a stable stream of income from hosting Coreweave GPUs.”
“However, if the AI market is experiencing a collapse or the demand for high computing performance is weakened, the core can deal with similar headwinds, as its business is increasingly tied to the wider AI ecosystem,” Zhao added.
The IPO can end up being less than a big deal than the Coreweave’s new $ 12 billion deal with AI Heavyweight Openai, the analysts at the Investment Bank Canaccord Genuity proposed on a March 12’s note. The deal will allow the coreweave to vary -its income from Microsoft, which is currently two -two -two -two -two -two -two -two -two -two -two. That variety should end the beneficial basic scientific account of the fact that the coreweave is the company’s largest customer.
This search for the difference -is not likely to hurt the relationship between the coreweave and the main scientific, the investment firm analysts HC Wainwright wrote on March 11. The Coreweave’s Ipo is another sign that the rumors that Coreweave sought to overthrow its contract in the main -not true. “From the level of 20,000 feet, how in the world to have any sense for the coreweave?” They write. Not only do the two companies have a long history of collaboration, but they regularly make agreements for the basic scientific to provide more infrastructure to AI Hyperscaler.
As for the basic scientific itself, the company’s executive team is “pleased” by the IPO potential, a spokesman told CoinDesk. “We are proud to be part of their journey toward being a public company and looking forward to supporting their continued success.