CoreWeave, Inc. (CRWV)今日盘中大涨5.01%，引起了市场的广泛关注。
消息面上，据The Information报道，CoreWeave在得克萨斯州丹顿市为其客户OpenAI建设的数据中心已成功达成首批芯片交付的重要里程碑。公司高管透露，从去年11月中旬交付的几个机架，迅速增至12月底的超过16,000枚GPU，单日最高上线GPU数量超过2,000枚。这一进展标志着CoreWeave正在走出去年第四季度因数据中心供应商延误导致的营收打击。
行业分析指出，2026年依然是“算力为王”的一年，AI高端GPU供给整体仍偏紧。CoreWeave作为已部署大规模现货集群的服务商，在部分高端算力资源上具备一定议价能力，这一利好消息直接推动了其股价的上涨。
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