智通财经APP获悉，周三，“英伟达亲儿子”CoreWeave(CRWV.US)盘初涨超10%，报82.43美元。消息面上，3月11日，英伟达宣布向Nebius投资20亿美元用于开发和建设人工智能数据中心，并提及此前对CoreWeave的类似投资，强化AI基础设施需求预期。此外，3月10日，英伟达CEO黄仁勋罕见在个人署名文章中系统阐述AI产业的发展逻辑。他称AI不只是模型或应用，而是类似电力、互联网的基础设施。他提出AI产业是“五层蛋糕”基础设施——能源、芯片、基础设施、模型和应用，并判断全球AI基础设施建设仍处早期阶段，目前投入仅数千亿美元，未来仍需数万亿美元级投资。
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