异动解读 | CoreWeave进军印尼布局亚太AI算力,盘中大涨5%

异动解读
Aug 04

人工智能云计算公司CoreWeave(CRWV.US)今日盘中大幅上涨5.00%,引发市场广泛关注。

消息面上,CoreWeave周二正式宣布进军印度尼西亚市场,计划斥资数十亿美元在印尼建设三座数据中心,总容量达360兆瓦,预计2028年投入运营。这是该公司首次在亚太地区布局数据中心算力基础设施,标志着其全球化扩张正式延伸至亚太区域。公司表示,整个亚洲地区的企业、原生AI公司以及政府机构,受低延迟业务和数据属地化政策双重驱动,对本地化AI算力供给的需求快速攀升,此次印尼项目正是响应这一市场变化的重要布局。截至2026年3月末,CoreWeave在全球运营着49座数据中心,在用算力功率超过1吉瓦,签约总算力规模突破3.5吉瓦。

此外,华尔街投行Piper Sandler首次覆盖CoreWeave,给予"增持"评级,目标价定为151美元,进一步提振了市场对该股的信心。

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