【CoreWeave与OpenAI达成新40亿美元合同，深化AI基础设施合作】金色财经报道，CoreWeave在IPO后首份财报中披露，OpenAI已在第一季度结束后与其签署了一份价值40亿美元的新合同。这一协议是继第一季度内双方达成的为期五年、价值高达119亿美元的合作之外的又一重大交易。 CoreWeave CEO Mike Intrator表示，这些新增合同反映了客户对其基础设施服务的强劲需求，而非价格上涨因素。值得注意的是，OpenAI同时也依赖于微软的基础设施服务，后者在2024年贡献了CoreWeave 62%的收入。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.