CoreWeave获英伟达63亿美元订单，隔夜大涨7.6%

Core Point - CoreWeave has signed a new order with NVIDIA valued at an initial $6.3 billion, with a commitment from NVIDIA to purchase any unsold cloud computing capacity by April 13, 2032 [1] Group 1: Company Impact - The agreement provides CoreWeave with a "last buyer" guarantee, ensuring that its data center capacity will be utilized regardless of the final customer [1] - Following the announcement, CoreWeave's stock surged by 7.6% overnight, indicating positive market sentiment [1] Group 2: Industry Implications - Barclays analysts view NVIDIA's incremental spending as a healthy diversification strategy, reducing its reliance on a few large customers [1]