专注AI基础设施的云平台公司CoreWeave, Inc.（股票代码：CRWV）今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。
消息面上，公司近日宣布与OpenAI达成一项价值高达40亿美元、持续至2029年的云计算能力供应协议，此举有助于降低对单一客户微软的过度依赖，增强了市场对其业务稳定性的预期。同时，公司发布了连接训练与推理的新AI平台，其Serverless RL服务据称可将训练成本降低最高40%并加速训练约1.4倍。此外，行业层面英伟达H100 GPU租赁价格年内持续上涨，利好算力租赁服务商；有机构首次覆盖该公司并给予“买入”评级及162美元的目标价。这些多重积极因素叠加，共同推动了公司股价的强势表现。
CoreWeave作为一家为AI模型开发提供大规模算力管理服务的公司，近期在业务拓展和技术创新上的进展，显著提升了投资者的信心。
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