Core Scientific (CORZ) 股票因与 CoreWeave 签订新的 20 亿美元高性能计算合同而上涨 17%

先前协议的延期将使 Core Scientific 为 AI 超大规模公司 CoreWeave 额外托管 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（纳斯达克股票代码：CORZ）宣布与 CoreWeave 签订价值 20 亿美元的新高性能计算 (HPC) 合同后，股价飙升 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.

扩展后的协议将使 Core Scientific 为 AI 超大规模公司 CoreWeave 额外托管 112 兆瓦 (MW) 的 GPU。这使得该合同的积压总收入达到 67 亿美元，预计将于 2026 年上半年开始。

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 将承担升级 Core Scientific 现有基础设施以支持 HPC 使用的所有资本支出。这项新协议是在之前达成的一项提供 200MW GPU 托管的协议之后达成的，后来又扩大了 70MW，现在是第三次扩展。

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.

该协议展示了 Core Scientific 在利用其现有基础设施满足 HPC 和 AI 的高能数据中心需求方面的战略优势，这是一个由对先进数据中心基础设施不断增长的需求推动的快速增长的细分市场。

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 还获得了进一步延长合同的选择权，以托管额外的 118MW HPC 计算，突显其满足现代计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.

该公司调整其挖矿基础设施以支持高性能和人工智能数据中心的能力被认为是其当前市场表现的关键因素，特别是在加密货币挖矿行业在长期熊市中面临挑战的情况下。

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