比特币矿工 Core Scientific 与 CoreWeave 签订另一份合同后股价上涨 17%

合同显示，Core Scientific 已与 CoreWeave 签订了 382 兆瓦采矿基础设施的合同。

Bitcoin miner Core Scientific (NASDAQ:CORZ) saw its stock surge by double digits on Tuesday after announcing an additional computing contract.

比特币矿商 Core Scientific（纳斯达克股票代码：CORZ）在宣布额外的计算合同后，周二其股价上涨了两位数。

What Happened: Core Scientific signed a new contract with AI Hyperscale CoreWeave, a subsidiary of CoreWeave, for an aggregate consideration of $2 billion over 12 years.

发生了什么：Core Scientific 与 CoreWeave 的子公司 AI Hyperscale CoreWeave 签署了一份新合同，总价为 20 亿美元，为期 12 年。

The terms of the contract will see the miner enhance its mining infrastructure to deliver approximately 112 incremental MW to accommodate GPUs from the AI Hyperscale company. These modifications will begin prior to the end of 2024 to facilitate the commencement of operations in the first half of 2026. The HPC hosting contract will expand the miner’s cumulative revenue to $6.7 billion.

根据合同条款，该矿商将增强其采矿基础设施，以提供约 112 MW 增量，以容纳 AI Hyperscale 公司的 GPU。这些修改将于 2024 年底之前开始，以促进在 2026 年上半年开始运营。HPC 托管合同将使矿商的累计收入扩大到 67 亿美元。

CoreWeave Signs Another Contract With Core Scientific: The contract highlights that Core Scientific has contracted CoreWeave for a total of 382 megawatts of mining infrastructure. CoreWeave will cover all expansion costs to set up the infrastructure for the upcoming high-performance computing (HPC) operations, according to the announcement.

CoreWeave 与 Core Scientific 签署另一份合同：该合同强调 Core Scientific 已与 CoreWeave 签订了总计 382 兆瓦的采矿基础设施合同。根据公告，CoreWeave 将承担为即将到来的高性能计算 (HPC) 运营建立基础设施的所有扩展成本。

“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.”

“我们现在已与 CoreWeave 签订了总计 382 兆瓦 HPC 基础设施的合同，反映了对高功率数据中心基础设施的强劲需求以及我们团队交付该基础设施的独特能力。”

Adam Sullivan, Core Scientific’s CEO

亚当·沙利文 (Adam Sullivan)，Core Scientific 首席执行官

Both entities, Bitcoin miners and AI companies, heavily rely on data centers and vast amounts of energy to operate their respective businesses. Bitcoin miners already have established power infrastructure and supporting contracts, which artificial intelligence companies, like CoreWeave, require. Building infrastructure or utilizing legacy data centers would be an expensive undertaking for the AI companies.

比特币矿工和人工智能公司这两个实体都严重依赖数据中心和大量能源来运营各自的业务。比特币矿工已经建立了电力基础设施和支持合同，这是 CoreWeave 等人工智能公司所需要的。对于人工智能公司来说，建设基础设施或利用遗留数据中心将是一项昂贵的任务。

Hence, CoreWeave joins hands with the Bitcoin miner in a symbiotic relationship that will economically benefit the two companies. Core Scientific stated that it may enter into an agreement to host an additional 118 MW of machines for HPC computing to capitalize on the increasing demand.

因此，CoreWeave 与比特币矿工携手建立共生关系，这将为两家公司带来经济利益。 Core Scientific 表示，它可能会签订一项协议，额外托管 118 MW 的 HPC 计算机器，以满足不断增长的需求。

Core Scientific, CoreWeave Partnered In June: In a separate contract signed by the two parties in June, Core Scientific was to provide 200 megawatts of infrastructure to house CoreWeave’s high-performance computing services. The deal was left open with the potential for further capacity, which saw an additional 70 MW.

Core Scientific 与 CoreWeave 于 6 月合作：在双方于 6 月签署的一份单独合同中，Core Scientific 将提供 200 兆瓦的基础设施来容纳 CoreWeave 的高性能计算服务。该交易仍处于开放状态，有可能增加产能，新增 70 兆瓦。

The recent contract marks the third expansion to the original deal. The June agreement brought crypto mining back into the spotlight, which has faced headwinds from the crypto downturn and the thin profit margins, exacerbated by the halving event.

最近的合同标志着原始交易的第三次扩展。 6 月份的协议使加密货币挖矿重新成为人们关注的焦点，该行业一直面临着加密货币低迷和利润微薄的不利因素，而减半事件加剧了这种不利因素。

The contract noted that the partnership will diversify the miner’s revenue streams to complement Bitcoin mining. The agreement also mandates CoreWeave to cover the expansion costs required to upgrade Core Scientific’s mining infrastructure to house the AI Hyperscale. As per the announcement, CoreWeave is set to invest $300 million to enhance the infrastructure.

合同指出，合作伙伴关系将使矿商的收入来源多样化，以补充比特币挖矿。该协议还要求 CoreWeave 承担升级 Core Scientific 挖矿基础设施以容纳 AI 超大规模所需的扩展成本。根据公告，CoreWeave 将投资 3 亿美元来增强基础设施。