人工智能基础设施提供商CoreWeave（CRWV）今日盘前股价大幅上涨6.31%，市场表现强劲。
消息面上，其竞争对手Nebius Group宣布与Meta Platforms签署了一份为期五年的人工智能基础设施协议，总价值可能高达270亿美元。该协议凸显了市场对人工智能计算能力的巨大需求，并提振了整个AI云服务行业的信心。作为Nebius的主要美国竞争对手，CoreWeave被市场认为同样处于这一高增长赛道，有望从行业整体的繁荣中受益。
近期，英伟达等科技巨头也加大了对这类“新云”提供商的投入，以锁定稀缺的GPU和算力资源。CoreWeave与Nebius等公司正致力于成为主要的云服务提供商，此次Meta的大额订单进一步印证了该商业模式的潜力和市场空间。
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