智通财经APP获悉，周四，英伟达“亲儿子”CoreWeave(CRWV.US)盘中上扬，股价再创历史新高，现涨超6%，上市以来累涨超185%。消息面上，上周四，CoreWeave与行业领军者OpenAI达成一项价值高达40亿美元的协议，为其提供更多云计算能力，这一消息令看涨投资者欢欣鼓舞。该公司首席执行官Michael Intrator接受采访时表示：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。
此外，花旗分析师指出，CoreWeave作为上市公司的首份季度财报收入超预期，应能缓解市场对其需求疲软的担忧。分析师在报告中写道，这份财报强化了这家超大规模云计算公司的高增长形象，“并可能打消投资者对AI资本支出/基础设施放缓的担忧”。他们上调了对公司第二季度及全年收入的预期，同时降低了对其估值的折价幅度。
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