异动解读06-03
周二盘中，人工智能云计算公司CoreWeave, Inc.（股票代码：CRWV）股价大涨5.46%，引发市场广泛关注。这一显著涨幅主要源于公司最新宣布的重大业务扩张计划。
据报道，CoreWeave与数据中心运营商Applied Digital签署了两份为期15年的重要租赁协议。根据协议，CoreWeave将租用Applied Digital位于北达科他州埃伦代尔的数据中心，初始容量为250兆瓦，用于支持其人工智能和高性能计算业务。此外，CoreWeave还获得了额外150兆瓦容量的优先扩展权。Applied Digital表示，这些协议预计将在15年内为其带来约70亿美元（约合人民币503亿元）的总收入。
这一大规模合作显示了CoreWeave在人工智能基础设施方面的雄心勃勃。通过获取大量数据中心容量，CoreWeave将能够显著扩大其云计算服务能力，满足不断增长的AI算力需求。投资者对此反应积极，推动公司股价上涨。此举也反映了AI行业对高性能计算资源的巨大需求，以及CoreWeave在这一快速发展的市场中的战略定位。
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