Core Scientific的股票躍升了潛在的CoreWeave收購，而Applied Digital的股票卻看到了巨大的激增。人工智能的力量要求正在重塑景觀！

CoreWeave and Core Scientific: Shares Surge Amid Acquisition Buzz and AI Power Plays

CoreWeave和Core Scientific：在收購嗡嗡聲和AI Power Play中分享激增

The buzz around CoreWeave is getting louder, and it's sending ripples through the market! With potential acquisitions and strategic partnerships in the mix, things are definitely heating up.

Coreweave周圍的嗡嗡聲越來越大，它正在向市場上散發漣漪！隨著潛在的收購和戰略合作夥伴關係，事情肯定正在加熱。

Core Scientific's Potential Acquisition: A New Chapter?

核心科學的潛在收購：新篇章？

Core Scientific (CORZ) is currently in negotiations to be acquired by CoreWeave, according to sources cited by the Wall Street Journal. While a previous offer of $5.75 per share was deemed too low, talks are back on, and the market is reacting accordingly. As of late June 2024, Core Scientific’s stock was trading at $16.44, a whopping 33.7% increase! That's more than triple last year's proposal price. After emerging from bankruptcy, this deal would add a whole new chapter to Core Scientific's history.

根據《華爾街日報》所引用的消息人士的說法，目前，Core Scientific（Corz）正在由Coreweave進行談判。雖然先前的每股5.75美元的報價被認為太低，但會談又恢復了，市場正在做出相應的反應。截至2024年6月下旬，Core Scientific的股票的交易價格為16.44美元，增長了33.7％！這不僅僅是去年的提議價格三倍。在破產之後，這項交易將為核心科學的歷史增加一個全新的篇章。

CoreWeave, backed by giants like Microsoft (62% of their 2024 revenue) and renting Nvidia GPUs to Meta and IBM, is looking to expand its capacity to meet the ever-growing cloud-AI demand. Acquiring Core Scientific, with its 724 megawatts of contracted power, could be the perfect move. Core Scientific's ability to repurpose its infrastructure for GPU computing aligns perfectly with CoreWeave's need for low-cost electricity and ready-made facilities.

Coreweave在Microsoft（佔其2024年收入的62％）和Meta和IBM等巨人（Microsoft）等巨人的支持下，正在尋求擴大其能力以滿足不斷增長的Cloud-ai需求。以724兆瓦的簽約權力獲得核心科學可能是完美的舉動。 Core Scientific重新利用其基礎架構用於GPU計算的能力與Coreweave對低成本電力和現成的設施的需求完全一致。

Applied Digital's Rocket Ride: Thanks to CoreWeave

Applied Digital的火箭騎行：感謝CoreWeave

Meanwhile, Applied Digital Corporation (APLD) is experiencing its own surge, with its stock more than doubling! What's the secret? A game-changing partnership with CoreWeave and a newly disclosed 5.5% ownership stake by the Nvidia-backed cloud firm.

同時，Applied Digital Corporation（APLD）正在經歷自己的激增，其股票增加了一倍！什麼是秘密？與CoreWeave進行了改變遊戲規則的合作夥伴關係，並由NVIDIA支持的雲公司新近披露了5.5％的所有權股份。

The 15-year lease agreements will have CoreWeave leasing 250 megawatts of data center capacity from Applied Digital's Ellendale, North Dakota campus. This deal is projected to generate a staggering $7 billion in revenue over the agreement's lifetime! Talk about a game-changer!

這項15年的租賃協議將從Applied Digital的Ellendale，北達科他州校園的Applied Digital Ellendale提供250兆瓦的數據中心租賃。預計這筆交易將在該協議的一生中產生驚人的70億美元收入！談論改變遊戲的人！

The Bigger Picture: AI's Insatiable Thirst for Power

更大的前景：人工智能對權力的渴望

This isn't just about two companies making headlines; it highlights a crucial trend: the increasing demand for data centers to power AI. As JMP Securities analyst Greg Miller pointed out, the power demands of new chips, like Nvidia's Blackwell, are skyrocketing. This could lead to power shortages, and that's where companies like Core Scientific and Hut 8 Mining come in. Their existing low-cost, high-density power stacks could be a game-changer for data centers.

這不僅僅是兩家公司成為頭條新聞。它突出了一個至關重要的趨勢：對數據中心為AI供電的需求不斷增長。正如JMP證券分析師格雷格·米勒（Greg Miller）指出的那樣，NVIDIA的Blackwell等新芯片的功率需求正在飛漲。這可能會導致電力短缺，這就是諸如Core Scientific和Hut 8採礦的公司。他們現有的低成本，高密度的功率堆棧可能會改變數據中心的遊戲改變者。

My Two Cents

我的兩分錢

It seems like CoreWeave is strategically positioning itself to dominate the AI infrastructure landscape. By acquiring companies like Core Scientific and partnering with Applied Digital, they're securing the resources they need to fuel the AI revolution. This isn't just about building data centers; it's about building the backbone of the future. And Nvidia's investments across the board signal that this isn't just hype; it's a serious, long-term play.

似乎CoreWeave從戰略上定位了自己的主導AI基礎設施景觀。通過收購諸如Core Scientific的公司並與Applied Digital合作，他們正在確保為AI革命所需的資源。這不僅僅是建立數據中心；這是關於建立未來的骨幹。 NVIDIA的投資全面表明，這不僅僅是炒作；這是一個嚴肅的長期遊戲。

The Bottom Line

底線

The surge in shares of Core Scientific and Applied Digital is a clear sign that the market is taking notice of CoreWeave's moves. Whether it's acquisitions, partnerships, or strategic investments, CoreWeave is making waves. So, buckle up, folks! The AI infrastructure race is on, and it's going to be one wild ride!

Core Scientific和Applied Digital的份額激增表明市場正在註意Coreweave的舉動。無論是收購，合作夥伴關係還是戰略投資，Coreweave都在引起浪潮。所以，搭扣，伙計們！ AI基礎設施競賽正在進行中，這將是一次狂野的旅程！