通信行业双周报:全球云计算厂商加速AI基建投资 看好数据中心及液冷产业链发展

长城证券
Jul 15

全球云厂商加速投资整合力度,绘制AI算力新版图。7 月7 日,人工智能超大规模提供商CoreWeave 以全股票交易的方式收购Core Scientific,此次交易将于2025 年第四季度完成。以每股Core Scientific 普通股换取0.1235 股新发行的CoreWeave A 类普通股。截至2025 年7 月3 日,根据双方商定的换股比例所得出本次交易总股权价值约为90 亿美元。通过...

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