周三盘后交易中,CoreWeave, Inc.(股票代码:CRWV)股价大涨5.01%,延续了近期的强劲涨势。这家被市场称为"英伟达亲儿子"的公司自上市以来表现抢眼,吸引了投资者的高度关注。
CoreWeave是一家提供GPU云服务的AI基础设施提供商,英伟达是其主要支持者之一。该公司通过租赁英伟达高端GPU芯片,为OpenAI、微软、Meta等客户提供高性能算力支持。截至2024年底,CoreWeave在全球32个数据中心部署了超过25万块英伟达GPU,规模接近Meta的囤卡数量。
近期,CoreWeave发布了超预期的财报,显示2025年第一季度营收同比增长420%,达到9.8亿美元。公司还上调了全年营收指引,预计2025年全年营收将达到49-51亿美元,同比增长超过360%。此外,CoreWeave还与OpenAI达成了一项价值40亿美元的长期协议,进一步巩固了其在AI基础设施市场的地位。这些积极因素推动了投资者对公司未来发展的信心,刺激股价持续上涨。
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