周五盘中，AI基础设施供应商CoreWeave, Inc.（股票代码：CRWV）股价大涨8.49%，再次创下历史新高。自3月上市以来，该公司股价已累计上涨超过350%，成为AI热潮中的明星股。
CoreWeave的强劲表现主要得益于其在AI领域的战略地位。作为"英伟达亲儿子"，CoreWeave是全球市值最高的芯片巨头英伟达的优先合作伙伴。更重要的是，CoreWeave与OpenAI签署了价值数十亿美元的云基础设施供应合同，合同期限直至2029年4月。这使得CoreWeave成为少数几个让投资者间接押注OpenAI的市场工具之一，进一步推动了其股价上涨。
此外，CoreWeave近期在Weights & Biases全互联大会上宣布推出三款全新AI云软件产品和功能，旨在帮助客户更快地开发、部署和迭代AI。这些新产品为AI实验室、工程师和开发者提供了一个强大的平台，用于训练模型、执行推理和监控AI应用程序，进一步巩固了CoreWeave在AI基础设施市场的地位。随着AI技术的快速发展和应用范围的不断扩大，市场对CoreWeave的增长前景保持乐观态度，这也是推动其股价持续上涨的重要因素。
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