异动解读 | TeraWulf股价盘中大涨42.12%,签署37亿美元AI托管协议并获谷歌投资

异动解读
Aug 14, 2025

周四盘中,比特币挖矿公司TeraWulf(纳斯达克股票代码:WULF)股价大涨42.12%,创下年内新高。这波强劲涨势主要源于公司宣布与AI云平台Fluidstack签署重大合作协议,并获得谷歌的战略投资。

据悉,TeraWulf与Fluidstack签署了两份为期10年的高性能计算(HPC)托管协议。根据协议,TeraWulf将在其位于纽约的Lake Mariner数据中心为大型云服务商提供超过200兆瓦的关键IT负载。这份合同预计在首个10年期内将为TeraWulf带来约37亿美元的收入,如果行使两个五年的延长选项,总收入可能高达87亿美元。这标志着TeraWulf成功从传统比特币挖矿业务拓展到为AI和高性能计算提供基础设施服务。

更值得注意的是,谷歌将为Fluidstack的18亿美元租赁义务提供担保,以支持项目相关的债务融资。作为交换,谷歌将获得约4100万股TeraWulf普通股的认股权证,相当于公司约8%的股权。这一战略投资不仅为项目提供了强有力的资金支持,也彰显了科技巨头对TeraWulf未来发展前景的信心。市场对公司向AI基础设施服务转型的战略举措反应积极,认为这将显著提升TeraWulf的盈利能力和长期竞争力。

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