人工智能超级计算公司CoreWeave(股票代码:CRWV)今日盘前股价大涨9.31%,延续了昨日夜盘10.02%的涨幅,引发市场广泛关注。这一显著涨幅主要源于该公司与数字基础设施设计和运营商Applied Digital Corporation签订的一项重大租赁协议。
根据公告,CoreWeave与Applied Digital签署了两份为期15年的租赁协议,将在Applied Digital位于北达科他州的数据中心园区获得250兆瓦的关键IT负载。这份协议预计将为Applied Digital带来约70亿美元的合同收入。更值得注意的是,CoreWeave还行使了购买额外150兆瓦容量的选项,这将使租赁期内的总合同收入潜力提升至约110亿美元。
市场分析人士认为,这一战略性合作将显著增强CoreWeave的计算能力和市场竞争力,有望推动公司在人工智能基础设施服务领域取得更大的突破。这份长期协议不仅彰显了CoreWeave在人工智能和高性能计算领域的领先地位,也为公司未来的业务增长奠定了坚实基础。投资者对这一利好消息反应积极,推动CoreWeave股价在盘前交易中继续上涨。
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