签署 20 亿美元额外计算合同后 Core Scientific 股价飙升

与 CoreWeave 的先前协议的延长使该矿商的总收入潜力超过 67 亿美元。

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.

比特币矿商 Core Scientific (NASDAQ:CORZ) 与 CoreWeave 延长其早期高性能计算 (HPC) 合同后，该公司股价周二飙升 17%，跑赢其他加密货币相关股票。

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.

该矿商在一份声明中表示，它已行使之前合同中的选择权，为“AI Hyperscaler”公司 CoreWeave 托管约 112 兆瓦 (MW) 的额外 GPU。从 2026 年上半年开始，新合同预计将增加约 20 亿美元的额外收入，使总收入达到 67 亿美元。CoreWeave 将承担 Core Scientific 现有采矿基础设施为 HPC 做好准备所需的所有资本投资成本，声明补充道。

“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 首席执行官 Adam Sullivan 表示：“我们现已与 CoreWeave 签订了总计 382 兆瓦 HPC 基础设施的合同，反映出对高功率数据中心基础设施的强劲需求以及我们团队提供此类基础设施的独特能力。”

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，该矿商表示将为 CoreWeave 提供价值 200MW GPU 的托管基础​​设施，并可选择进一步增加容量。随后，两家公司将交易规模又扩大了70MW，使这一新交易成为第三次延期。

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.

最初的交易让采矿业重新成为人们关注的焦点，该行业因残酷的加密寒冬和最近减半而导致的低利润率而受到伤害。

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 和人工智能 (AI) 公司需要能源密集型数据中心、站点和基础设施，而这些数据中心、站点和基础设施的保护成本昂贵且耗时。另一方面，比特币矿工已经拥有准备支持此类需求的电力合同和基础设施，这使他们比从头开始构建或使用遗留数据中心更容易托管 HPC 和人工智能相关机器。

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，利用这一市场机会，它可以选择再次延长合同，以托管价值 118MW 的额外 HPC 计算机器。

“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：“最新的合同还证明，我们开发特定应用数据中心的战略符合高性能计算日益增长的能源密度要求，而传统数据中心通常无法满足这一要求。”

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

阅读更多：私募股权巨头正在人工智能上围​​攻比特币矿工

Edited by Shubham៦ Tiwari

舒巴姆·蒂瓦里编辑

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Aoyon Ashraf is managing editor with more than a decade of experience in covering equity markets.

Aoyon Ashraf 是总编辑，在报道股票市场方面拥有十多年的经验。