周一盘中交易时段，CoreWeave, Inc.（股票代码：CRWV）股价大涨5.08%，引发市场关注。
消息面上，CoreWeave与Applied Digital公司签订了两份为期15年的租约，这可能是推动股价上涨的主要原因。根据公告，这些租约预计在整个租期内将为CoreWeave带来约70亿美元的收入，显著提升了公司的长期盈利前景。
作为一家受英伟达支持的专业云服务提供商，CoreWeave此举进一步巩固了其在人工智能和高性能计算基础设施领域的地位。这份长期租约不仅为CoreWeave提供了稳定的收入来源，也反映了市场对AI相关服务需求的持续增长。值得注意的是，Applied Digital公司在此消息公布后，其股价在盘前交易中大涨17%，侧面印证了此次合作的重要性。
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