这家公司OpenAI合同总额飙至1600亿

Group 1 - CoreWeave has expanded its partnership with OpenAI for the third time this year, with the latest contract potentially worth up to $6.5 billion, bringing the total contract value to $22.4 billion (approximately 160 billion RMB) [1][2] - The initial agreement in March was valued at up to $11.9 billion, followed by an increase of $4 billion in May, leading to the current total [2] - Despite the significant contract value, CoreWeave's stock experienced a pre-market drop of over 6% but later recovered, showing a cumulative increase of 50% since early September [2] Group 2 - The market's reaction to the announcement was muted, especially in light of OpenAI's recent announcements of $300 billion and $500 billion deals, making CoreWeave's $20 billion contract seem less impactful [4] - OpenAI's recent agreements include a $300 billion deal with Oracle for AI data centers and a collaboration with SoftBank for additional sites, raising concerns about potential market overvaluation [4] - OpenAI's CEO, Sam Altman, defended the investment surge as a necessary response to the explosive demand for AI capabilities, asserting that current plans are not excessive given the potential of AI [4] Group 3 - Nvidia, a leading AI chip manufacturer and a major shareholder in CoreWeave, announced an investment of up to $100 billion in OpenAI, which will be executed in stages based on valuation milestones [5] - Nvidia holds nearly 5% of CoreWeave's shares and has recently signed a $6.3 billion procurement agreement with the company, which includes a buyback clause if CoreWeave fails to sell cloud computing power [5]