智通财经网·2025-09-15 14:26Core观点 - CoreWeave's stock price increased by over 5%, reaching $118.1, following the announcement of a new order agreement with NVIDIA valued at up to $6.3 billion [1] 分组1: 合同细节 - The new order agreement is based on a prior agreement signed on April 10, 2023, between CoreWeave and NVIDIA [1] - 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 CoreWeave's capacity utilization [1] 分组2: 时间框架与条件 - NVIDIA is committed to purchasing the unused capacity from 2025 to April 13, 2032, contingent upon CoreWeave meeting delivery and service availability conditions [1] - This arrangement supports NVIDIA's needs for additional computing power in the fields of artificial intelligence and high-performance computing [1]