Coreweave土地6.3B Nvidia交易,通过2032年建立AI数据中心能力,促进增长和投资者信心。 CoreWeave lands $6.3B Nvidia deal for AI data center capacity through 2032, boosting growth and investor confidence.

CoreWeave与Nvidia达成了63亿美元的支持协议,确保Nvidia到2032年将购买未使用的数据中心能力,帮助CoreWeave筹集资本并扩大其AI基础设施。 CoreWeave secured a $6.3 billion backstop deal with Nvidia, ensuring Nvidia will buy unused data center capacity through 2032, helping CoreWeave raise capital and expand its AI infrastructure. 协议提高了投资者的信心, 尽管CoreWeave尚未盈利, 收入比上一年增长207%。 The agreement boosts investor confidence despite CoreWeave not yet being profitable, with revenue up 207% year-over-year. 与此同时,Nvidia继续主宰AI芯片市场,英特尔的铸造野心面临挑战,尽管有160亿美元的新资金,包括来自Nvidia的50亿美元投资,该投资仍然依赖TSMC。 Meanwhile, Nvidia continues to dominate the AI chip market, with Intel’s foundry ambitions facing challenges despite $16 billion in new funding, including a $5 billion investment from Nvidia, which still relies on TSMC. 在与Nvidia,Alphabet,Snowflake和OpenAI合作后,UiPath的股票升,这表明公司正在转向代理自动化,并将公司定位为企业AI工作流程的中立编排者. UiPath’s stock surged after partnerships with Nvidia, Alphabet, Snowflake, and OpenAI, signaling a shift toward agentic automation and positioning the company as a neutral orchestrator for enterprise AI workflows.