周四,数字基础设施设计和运营商 APPLIED DIGITAL CORP 盘前暴涨26%,同时, CoreWeave, Inc. 大涨超13%。两家公司宣布签署了两份15年租赁协议,预计将产生约70亿美元的合同收入。此外,CoreWeave已行权购买额外150兆瓦的选项,这将使租赁期内的总合同收入达到约110亿美元。
这一战略性合作将显著增强CoreWeave的计算能力和市场竞争力,有望推动公司在人工智能基础设施服务领域取得更大的突破。
APPLIED DIGITAL CORP2025财年第四财季调整后每股亏损为0.03美元,明显优于分析师预期的每股亏损0.14美元。季度收入为3800万美元,低于4207万美元的一致预期,但比去年同期增长了41%。
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