周一夜盘，人工智能基础设施供应商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.07%，延续了上周强劲的上涨势头。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。这项协议凸显了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，为CoreWeave在AI基础设施市场的持续增长提供了有力支撑。
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