CoreWeave刚刚与Meta Platforms签署的一份价值高达142亿美元、期限至2031年的合同，紧随此前与Nvidia和OpenAI达成的协议之后。Melius Research分析师在研究报告中表示："CoreWeave本月宣布的270亿美元新合同的重要意义在于，这强化了市场对其2027年后收入增长可能远超此前预期的看法。"
分析师补充说，该公司同时在培育正确的合作关系，并将其云服务运营提升到最高水平，这使其在人工智能需求持续激增的背景下，有望成为重要的受益者。Melius重申买入评级，并表示其最近将目标价上调至165美元的举措看起来"相当保守"。CoreWeave股价飙升13%。
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