The AI computing power track has been making frequent moves recently. Among the four major players of Neocloud, Lambda and Crusoe have no new developments as they are not yet listed, but Nebius has already shown signs of recovery, with financing and market enthusiasm on the rise. In comparison, although CoreWeave received a lot of attention in the early stage, its current gains are relatively lagging, and it is still in the "trapped" stage. The entire sector is clearly divided — some projects are soaring on the AI boom, while others have yet to realize their expectations. The market is re-evaluating the true value of these computing infrastructure projects.