异动解读 | 科睿科学股价大涨5.73% 获重大数据中心合同有望带来20亿美元收入

异动解读
22 Oct 2024

比特币矿机和数据中心运营商科睿科学公司(CORZ)今日股价大涨5.73%,报13.55美元,引发市场关注。

公司今日宣布,人工智能初创公司CoreWeave行使合同选择权,向CORZ交付近120兆瓦额外的数字基础设施,用于托管其高性能计算(HPC)运营。此举预计将在12年合同期内为CORZ带来约20亿美元的累计收入。

随着人工智能领域的蓬勃发展,对支持高性能计算工作负载的基础设施需求快速增长。这一新合同将使CoreWeave与CORZ签订的HPC基础设施总合同扩大至500兆瓦。CORZ表示将继续扩建现有数据中心,并评估其他站点,以扩大其HPC托管能力。

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