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CoreWeave與Meta Platforms達成210億美元人工智慧基礎設施擴建協議

-- CoreWeave (CRWV) 同意向 Meta Platforms (META) 提供人工智慧雲端容量，雙方達成一項價值 210 億美元的協議。此舉旨在滿足市場對支援人工智慧工作負載的基礎設施的強勁需求，並擴大雙方的合作關係。 根據這項有效期至 2032 年的協議，CoreWeave 將在多個地點部署容量，部分容量將由英偉達 (NVDA) 的 Vera Rubin 平台提供支援。 CoreWeave 執行長 Michael Intrator 在聲明中表示：“這再次表明，領先企業正在選擇 CoreWeave 的人工智慧雲端來運行其要求最高的工作負載。” 週四，人工智慧雲端運算公司 CoreWeave 的股價下跌 4.3%，而 Meta 的股價上漲 1.9%。 Meta 沒有回覆的置評請求。 今年早些時候，英偉達已向 CoreWeave 投資 20 億美元，雙方擴大了合作關係，以滿足不斷增長的人工智慧基礎設施需求。 CoreWeave 於 9 月宣布與 Facebook 和 WhatsApp 的母公司達成一項價值高達 142 億美元的運算基礎設施交易。同月，CoreWeave 擴大了與 OpenAI 的合作，獲得一份價值高達 65 億美元的新合同，以幫助這家人工智慧實驗室提升其運算能力。 上個月，荷蘭人工智慧雲端公司 Nebius (NBIS) 同意向 Meta 提供人工智慧基礎設施，交易金額高達 270 億美元。 今年 1 月，Meta 財務長 Susan Li 表示，這家科技巨頭預計今年的資本支出將在 1,150 億美元至 1,350 億美元之間，主要用於支援 Meta 超級智慧實驗室的研發和核心業務。

Price: $87.58, Change: $-1.32, Percent Change: -1.48%

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Petro Rabigh Emerges From Loss in Q1; Revenue Grows

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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

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