6月4日周三盘前,人工智能云计算公司CoreWeave(CRWV)股价大涨5.56%,延续了近期的强劲涨势。这一显著涨幅主要源于公司最新宣布的重大业务扩张计划。
据报道,CoreWeave与数据中心运营商Applied Digital签署了两份为期15年的重要租赁协议。根据协议,CoreWeave将租用Applied Digital位于北达科他州埃伦代尔的数据中心,初始容量为250兆瓦,用于支持其人工智能和高性能计算业务。此外,CoreWeave还获得了额外150兆瓦容量的优先扩展权。Applied Digital表示,这些协议预计将在15年内为其带来约70亿美元的总收入。
这一大规模合作显示了CoreWeave在人工智能基础设施方面的雄心勃勃。通过获取大量数据中心容量,CoreWeave将能够显著扩大其云计算服务能力,满足不断增长的AI算力需求。值得注意的是,CoreWeave作为一家由英伟达支持的云计算软件服务提供商,自今年3月上市以来,股价已经上涨超过250%,反映了投资者对其业务前景的强烈看好。CoreWeave在AI基础设施领域的快速扩张正吸引着市场的高度关注,推动其股价持续走高。
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