Zhi Tong Cai Jing·2025-09-15 14:27Core View - CoreWeave's stock price increased by over 5%, reaching $118.1 [1] - The company announced a new order agreement with NVIDIA, based on a prior agreement signed on April 10, 2023, with an initial value of up to $6.3 billion [1] Agreement Details - The agreement aims to provide reserved cloud computing capacity for CoreWeave's customers [1] - NVIDIA will purchase any unused capacity from CoreWeave's data centers, enhancing capacity utilization for CoreWeave [1] - The terms stipulate that NVIDIA will commit to purchasing the remaining capacity from 2025 to April 13, 2032, contingent on CoreWeave meeting delivery and service availability conditions [1] Strategic Implications - This arrangement is expected to improve CoreWeave's capacity utilization [1] - It also provides NVIDIA with additional computational power support in the fields of artificial intelligence and high-performance computing [1]