Core Scientific (CORZ) 股票因與 CoreWeave 簽訂新的 20 億美元高效能運算合約而上漲 17%

先前協議的延期將使 Core Scientific 為 AI 超大規模公司 CoreWeave 額外託管 112 兆瓦 (MW) 的 GPU。

Core Scientific Technologies (NASDAQ:CORZ) stock price shot up as much as 17% after announcing a new $2 billion high-performance computing (HPC) contract with CoreWeave.

Core Scientific Technologies（納斯達克股票代碼：CORZ）宣布與 CoreWeave 簽訂價值 20 億美元的新高效能運算 (HPC) 合約後，股價飆升 17%。

The expanded agreement will see Core Scientific hosting an additional 112 megawatts (MW) of GPUs for CoreWeave, an AI hyperscaler company. This brings the total revenue backlog from the contract to $6.7 billion, expected to begin in the first half of 2026.

擴展後的協定將使 Core Scientific 為 AI 超大規模公司 CoreWeave 額外託管 112 兆瓦 (MW) 的 GPU。這使得該合約的積壓總收入達到 67 億美元，預計將於 2026 年上半年開始。

CoreWeave will cover all capital expenditures for upgrading Core Scientific’s existing infrastructure to support HPC use. The new deal follows an earlier agreement to provide 200MW of GPU hosting, which was later expanded by 70MW, and now this third extension.

CoreWeave 將承擔升級 Core Scientific 現有基礎設施以支援 HPC 使用的所有資本支出。這項新協議是在先前達成的一項提供 200MW GPU 託管的協議之後達成的，後來又擴大了 70MW，現在是第三次擴展。

The agreement showcases Core Scientific’s strategic advantage in leveraging its existing infrastructure for the high-energy data center needs of HPC and AI, a rapidly growing market segment driven by the increasing demand for advanced data center infrastructure.

該協議展示了 Core Scientific 在利用其現有基礎設施滿足 HPC 和 AI 的高能資料中心需求方面的戰略優勢，這是一個由對先進資料中心基礎設施不斷增長的需求推動的快速增長的細分市場。

Moreover, Core Scientific has secured options for further contract extensions to host an additional 118MW for HPC computing, highlighting its capability in meeting the energy-intensive requirements of modern computing.

此外，Core Scientific 還獲得了進一步延長合約的選擇權，以託管額外的 118MW HPC 計算，突顯其滿足現代計算的能源密集型要求的能力。

The company’s ability to pivot its mining infrastructure to support high-performance and AI data centers is considered a crucial factor in its current market performance, especially amid the challenges faced by the crypto mining sector in a prolonged bear market.

該公司調整其挖礦基礎設施以支援高效能和人工智慧資料中心的能力被認為是其當前市場表現的關鍵因素，特別是在加密貨幣挖礦行業在長期熊市中面臨挑戰的情況下。

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