金吾财讯 | CoreWeave（CRWV）盘中大涨12.01%，最新报80.41美元，成交额11.06亿美元。消息面上，上周五（7月31日）木头姐大幅增持CoreWeave 298,243股股票，为其买入清单中规模最大的一笔。而CoreWeave 作为专注 GPU 云算力的独立基础设施平台，正处于 AI 算力需求爆发的核心赛道。此外，Leidos与CoreWeave新近亦宣布，双方正携手将CoreWeave的AI原生云平台与Leidos在任务集成和安全架构方面的专业能力相结合，联合为美国情报界和国防部提供安全、主权的AI云服务。计划提供的功能包括用于模型训练和部署的涉密AI云服务、情报分析师增强工具、用于威胁建模和对抗性评估的网络-AI靶场、合成数据与仿真环境，以及连接集中式基础设施与战术环境的边云协同AI编排能力。该合作建立在CoreWeave近期推出CoreWeave Federal的基础上，该部门是公司专门面向美国政府机构和国防工业基地提供AI云服务的业务单元。
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