簽署 20 億美元額外計算合約後 Core Scientific 股價飆升

與 CoreWeave 的先前協議的延長使該礦商的總收入潛力超過 67 億美元。

Bitcoin miner Core Scientific (NASDAQ:CORZ) stock price Surged as much as 17% on Tuesday, outperforming other crypto-linked stocks, after the company signed an extension of its earlier high-performance computing (HPC) contract with CoreWeave.

比特幣礦商 Core Scientific (NASDAQ:CORZ) 與 CoreWeave 延長其早期高效能運算 (HPC) 合約後，該公司股價週二飆升 17%，跑贏其他加密貨幣相關股票。

The miner said in a statement that it has exercised its option from a previous contract to host about 112 megawatt (MW) of additional GPUs for “AI Hyperscaler” firm CoreWeave. The new contract is expected to add about $2 billion of additional revenue, bringing the total to $6.7 billion, starting in the first half of 2026. CoreWeave will be bearing the cost for all capital investments needed to get Core Scientific’s existing mining infrastructure ready for HPC, the statement added.

該礦商在聲明中表示，它已行使先前合約中的選擇權，為「AI Hyperscaler」公司 CoreWeave 託管約 112 兆瓦 (MW) 的額外 GPU。從 2026 年上半年開始，新合約預計將增加約 20 億美元的額外收入，使總收入達到 67 億美元。 ，聲明補充道。

“We have now contracted with CoreWeave for a total of 382 megawatts of HPC infrastructure, reflecting the strong demand for high-power data center infrastructure and the unique ability of our team to deliver it,” said Adam Sullivan, Core Scientific’s CEO.

Core Scientific 執行長Adam Sullivan 表示：「我們現已與CoreWeave 簽訂了總計382 兆瓦HPC 基礎設施的合同，反映出對高功率資料中心基礎設施的強勁需求以及我們團隊提供此類基礎設施的獨特能力。

Previously, the miner said it will provide hosting infrastructure for 200MW worth of GPUs for CoreWeave, with options to add further capacity. Subsequently, the two companies expanded the deal by 70MW more, making this new deal a third extension.

此前，該礦商表示將為 CoreWeave 提供價值 200MW GPU 的託管基礎設施，並可選擇進一步增加容量。隨後，兩家公司將交易規模又擴大了70MW，使這項新交易成為第三次延期。

The original deal brought the limelight back into the mining industry, which was hurt by the brutal crypto winter and a low profit margin due to recent halving.

最初的交易讓採礦業重新成為人們關注的焦點，該行業因殘酷的加密寒冬和最近減半而導致的低利潤率而受到傷害。

The HPC and artificial intelligence (AI) companies require energy intensive data centers, sites and infrastructure which are expensive and time consuming to secure. Bitcoin miners on the other hand, already have power contracts and infrastructure that are ready to support such needs, making them the easier candidates to host the HPC and AI-related machines than building from scratch or use legacy data centers.

HPC 和人工智慧 (AI) 公司需要能源密集資料中心、站點和基礎設施，而這些資料中心、站點和基礎設施的保護成本昂貴且耗時。另一方面，比特幣礦工已經擁有準備支援此類需求的電力合約和基礎設施，這使他們比從頭開始建立或使用遺留資料中心更容易託管 HPC 和人工智慧相關機器。

Taking advantage of this market opportunity, Core Scientific said it has options for another extension of the contract to host 118MW worth of additional machines for HPC computing.

Core Scientific 表示，利用這一市場機會，它可以選擇再次延長合同，以託管價值 118MW 的額外 HPC 計算機器。

“The latest contract also validates that our strategy for developing application-specific data centers aligns with the increasing energy density requirements for high-performance computing that legacy data centers do not typically satisfy,” said Sullivan.

沙利文表示：“最新的合約還證明，我們開發特定應用資料中心的策略符合高效能運算日益增長的能源密度要求，而傳統資料中心通常無法滿足這一要求。”

Read more: Private Equity Giants Are Circling Bitcoin Miners on AI Allure

閱讀更多：私募股權巨頭正在人工智慧上圍攻比特幣礦工

Edited by Shubham៦ Tiwari

舒巴姆·蒂瓦里編輯

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Aoyon Ashraf 是總編輯，在報道股票市場方面擁有十多年的經驗。