异动解读 | 人工智能基建巨头CoreWeave盘中大涨7.40%,与OpenAI达成40亿美元长期协议

异动解读
May 21, 2025

人工智能基础设施供应商CoreWeave, Inc.(股票代码:CRWV)今日盘中大涨7.40%,延续了近期的强劲上涨势头。这一涨势主要受到公司与OpenAI达成重大合作协议的利好消息刺激。

据报道,CoreWeave与OpenAI再度达成一项价值40亿美元的协议,该协议持续到2029年,旨在提供额外的云计算能力。这项长期合作凸显了CoreWeave在AI基础设施领域的重要地位,也显示了市场对其服务的强劲需求。CoreWeave首席执行官Michael Intrator表示:"我们提供的产品需求真的是永不满足的,为满足这一需求,CoreWeave正在加速其投资计划,今年总支出将达到230亿美元。"

值得注意的是,全球领先的AI芯片制造商英伟达也对CoreWeave表示了强烈的信心。截至2025年3月底,英伟达持有价值近9亿美元的CoreWeave股份,持股比例达7%。这一战略性投资不仅彰显了英伟达对CoreWeave业务前景的认可,也进一步巩固了两家公司之间的合作关系。自3月份15亿美元首次公开募股(IPO)以来,CoreWeave股价已上涨115%,目前在纳斯达克上市的股票交易价格约为90美元,市值达415亿美元,显示出投资者对公司未来发展的强烈信心。

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