wo[Table_Title] Research Report 11 Jul 2025 中国电子 China (Overseas) Technology CoreWeave 抢跑 GB300 商用部署，收购 Core Scientific 强化电力资源掌控 CoreWeave leads GB300 commercial deployment and strengthens power resource control through the acquisition of Core Scientific 姚书桥 Barney Yao 吴叡霖 Louis Ng barney.sq.yao@htisec.com louis.yl.ng@htisec.com [Table_yemei1] Flash Analysis [Table_summary] 事件： 2025 年 7 月，CoreWeave 宣布成为全球首家商用部署 NVIDIA GB300 NVL72 平台的云厂商。本次部署采用整架集成 方案，由 Dell 提供 PowerEdge XE9712 预装服务器，Switch 提供高功率数据中心托管，Verti ...

CANADA - 2025/03/05: In this photo illustration, the Nebius logo is seen displayed on a smartphone ... More screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesThe Europe-based cloud services provider Nebius (NASDAQ:NBIS) has seen its stock rise by 70% year-to-date, significantly outperforming the overall market. Unlike conventional hyperscalers like Amazon’s AWS or Microsoft's Azure that provide a wide range of general-purpose cloud ...