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斩获Meta(META.US)140亿美元AI算力大单 CoreWeave(CRWV.US)股价应声大涨
智通财经网· 2025-09-30 13:45
新兴云服务提供商主要依赖债务融资来投资资本密集型的人工智能基础设施。Intrator表示:"随着业务 的持续扩张,我们将定期利用债务市场进行融资。" 大型云服务提供商最近也寻求通过债务融资来为数据中心建设提供资金。Meta通过一项融资计划筹集 了290亿美元,用于在路易斯安那州建设一个大型数据中心。上周,甲骨文通过发行债券筹集了180亿美 元,用于为OpenAI建设基础设施。 与Meta的交易有助于CoreWeave进一步实现业务多元化,摆脱对微软的依赖。微软历来是CoreWeave的 最大客户。截至6月的季度,这家软件制造商贡献了CoreWeave 71%的营收。上周,CoreWeave与 OpenAI达成了数十亿美元的交易。 Intrator表示:"我们在IPO时受到了影响,因为客户集中度太高。这显然是朝着多元化方向迈出的正确 一步。" Meta已成为在人工智能基础设施方面投入最多的公司之一。今年 4 月,Meta 表示,其今年的资本支出 总额可能高达 720 亿美元,重点关注人工智能以及用于训练和运行模型的数据中心。 智通财经APP获悉,CoreWeave(CRWV.US)已签署一项协议,将向Meta ...
Lenzing Aktiengesellschaft (LNZNF) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-30 13:22
Core Insights - Lenzing AG is refining its strategy to navigate a challenging market while focusing on innovation and sustainability [2][3] - The global textile and nonwoven markets are under pressure due to shifting geopolitical dynamics [3] - The company aims to unlock its full potential by concentrating on premium fibers and improving operational efficiency [3][4] Strategic Focus - The refined strategy emphasizes premiumization, customer proximity, and operational excellence [4] - Lenzing is committed to maintaining competitiveness and resilience in the long term [3]
CoreWeave stock climbs 8% after company lands $14 billion deal with Meta
CNBC· 2025-09-30 12:51
Core Point - CoreWeave has secured a significant deal with Meta, agreeing to provide $14.2 billion worth of artificial intelligence computing infrastructure, leading to an over 8% increase in its shares during premarket trading [1][2]. Company Summary - CoreWeave's CEO, Michael Intrator, indicated that Meta was satisfied with their previous contracts, prompting the company to seek additional infrastructure support [2]. Market Reaction - Following the announcement of the deal, CoreWeave's shares experienced a notable rise of more than 8% in premarket trading [1].
Angkor's Energy Subsidiary Completes 2d Seismic Program On Block VIII Cambodia
Thenewswire· 2025-09-30 12:50
 GRANDE PRAIRIE, AB, (September 30, 2025): - TheNewswire - Angkor Resources Corp. (TSXV: ANK and OTC: ANKOF) (“Angkor” or “the Company”) announces its energy subsidiary, EnerCam Resources Co. Ltd. (Cambodia) (“EnerCam”) has completed the onshore 350-line kilometer 2D seismic program on Block VIII, including the newly added area of Mussel Basin.  The seismic program is the first onshore seismic for the Kingdom of Cambodia since preliminary lines were shot in 2008 and in 2013.   The Company contracted and us ...
CoreWeave signs $14 billion AI deal with Meta, Bloomberg News reports
Reuters· 2025-09-30 12:42
CoreWeave has signed a $14 billion deal with Meta to supply computing power, Bloomberg News reported on Tuesday. ...
CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand
Yahoo Finance· 2025-09-30 12:34
(Bloomberg) — CoreWeave Inc. (CRWV) has signed a deal to supply Meta Platforms Inc. (META) with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. Most Read from Bloomberg “They loved our infrastructure in earlier contracts and came back for more,” Chief Executive Officer Michael Intrator said in an interview. As part of the agreement, CoreWeave will provide the social media giant access to Nvidia Corp.’s latest GB300 systems, h ...
CRWV vs. GOOGL: Which AI Infrastructure Stock is the Better Buy Now?
ZACKS· 2025-09-30 12:26
Key Takeaways CRWV revenues surged 207% to $1.2B, with OpenAI contracts totaling $22.4B, boosting visibility.GOOGL's cloud revenues rose 32% to $13.6B, with a $50B run rate and expanding AI data centers.CRWV leans on rapid AI growth while GOOGL offers stability.CoreWeave (CRWV) and Alphabet (GOOGL) provide cloud infrastructure services for AI workloads. CoreWeave offers GPU-accelerated infrastructure for AI, while Google is a well-established tech giant with diverse revenue sources and an expanding presence ...
Can CoreWeave's stock rise another 40%? A new bull makes the case.
MarketWatch· 2025-09-30 12:21
CoreWeave has a lot of debt and a concentrated customer base, but Evercore ISI thinks the stock can keep gaining thanks to technological advantages and an improving interest-rate environment. ...
CoreWeave (CRWV) Expands its Partnership With Open AI
Yahoo Finance· 2025-09-30 08:13
Group 1 - CoreWeave, Inc. (NASDAQ:CRWV) has expanded its partnership with OpenAI, with the new agreement valued at up to $6.5 billion, bringing the total contract value with OpenAI to approximately $22.4 billion [1][2] - The initial contract with OpenAI was announced in March 2025, valued at $11.9 billion, and was expanded to $4 billion in May 2025 [2] - CoreWeave has committed £1.5 billion to support AI growth in the UK and launched CoreWeave Ventures to invest in AI startups [3] Group 2 - CoreWeave provides a cloud platform specialized in AI workloads, offering high-performance GPU and CPU compute, networking, and storage tailored for AI model training and inference [4] - The company has also expanded its platform by acquiring OpenPipe, a reinforcement learning startup, and Weights & Biases, an AI developer platform [3]