6月27日周五盘中，AI云服务巨头CoreWeave, Inc.（股票代码：CRWV）股价出现大幅上涨，涨幅达5.02%，引发市场广泛关注。
本轮涨势主要受到CoreWeave可能收购Core Scientific的消息推动。据报道，CoreWeave正与数字基础设施公司Core Scientific就收购事宜重新展开谈判，这距离其去年收购提议被拒已过去约一年。市场分析认为，如果收购成功，将进一步巩固CoreWeave在AI基础设施领域的地位，同时为其获得更多计算资源和电力容量。
值得注意的是，CoreWeave与Core Scientific已有长期合作关系。去年6月，双方曾签署为期12年的合同，由Core Scientific为CoreWeave提供数百兆瓦的托管服务。此次潜在的收购交易可能是两家公司进一步深化合作的重要举措。
随着人工智能需求激增，数据中心空间和电力资源短缺问题日益突出。CoreWeave作为AI基础设施领域的领先企业，市值已达约750亿美元。此次股价上涨反映了投资者对公司通过并购扩张战略获取更多资源的积极预期。
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