中标结果 2026 年 1 月 23 日发布中标结果，江苏云工场信息技术有限公司 519709680 元，评分 96.32 分（中）。 主要标的： 采购需求：本项目拟构建 1536 PFlops@FP16 规模的 AI 算力平台，提供对外人工智能算力服务。包括但不限于高性能智算服务器、组网、存储设备与安 全设备的硬件集群，以及基础设施管理、云资源管理、运维管理、算力调度、人工智能、大数据等在内的软件平台，包括但不限于人工智能计算中心软硬 件设备采购、集成调试、验收、质保、维保、机房机柜租赁及人工智能计算中心运营和维护服务等，且满足所有建设功能需求的全部工作。 中标结果 2026 年 1 月 23 日发布中标结果，江苏云工场信息技术有限公司 519709680 元，评分 96.32 分（中）。 采购需求：本项目拟构建 1536 PFlops@FP16 规模的 AI 算力平台，提供对外人工智能算力服务。包括但不限于高性能智算服务器、组网、存储设备与安 全设备的硬件集群，以及基础设施管理、云资源管理、运维管理、算力调度、人工智能、大数据等在内的软件平台，包括但不限于人工智能计算中心软硬 件设备采购、集成调试、验收、 ...

Core Viewpoint - The company plans to acquire at least 51% of Hangzhou Tiankuan Technology Co., Ltd. through a cash payment, which will make Tiankuan Technology a subsidiary of the company [1] Group 1: Acquisition Details - The acquisition is aimed at expanding the company's presence in the artificial intelligence sector [1] - Tiankuan Technology's main business includes the construction, operation, and service of artificial intelligence computing centers, covering various aspects such as computing power infrastructure, cluster scheduling, model training, migration, acceleration, optimization, operator development, and full-stack services for algorithms/applications/design [1] Group 2: Strategic Implications - This acquisition represents a further step in the company's transformation towards new productive forces, aiming to create a second growth curve [1] - The move is expected to add new profit growth points, thereby enhancing the company's sustainable profitability [1]

Core Insights - CoreWeave Inc. (NASDAQ:CRWV) experienced a significant increase in share price, rising by 14.7% during intra-day trading to reach $91.30, closing at $89.93, a 12.22% increase, driven by renewed confidence in the artificial intelligence industry [1][3] - Goldman Sachs has assigned a neutral rating to CoreWeave with a price target of $86, citing the company's purpose-built architecture as a competitive advantage in the AI computing sector [2] - DA Davidson also provided a neutral rating for CoreWeave, upgrading it from underperform, and set a price target of $68, highlighting OpenAI's potential $100 billion fundraising as a catalyst for CoreWeave [3] Market Position - CoreWeave is expected to secure large contracts, with its speed and reliability being key factors for future deals [3] - The AI computing industry is currently facing supply constraints, which may benefit CoreWeave's market position against traditional hyperscalers and neoclouds [2]

据了解，自2024年3月以来，托里县通过精准招商、择优招商，吸引了22家企业入驻绿碳智算产业园， 新建智算产业项目计划总投资达230亿元，全部建成后算力规模可达7.5万P以上。 12月29日，新疆塔城智算产业托里集聚区举行"万P万卡"启动仪式，现场正式点亮算力12500P，这标志 着该园区成为新疆首个单体"万P万卡"级智算产业园区。 塔城地区托里县发展智算产业具备得天独厚的气候与能源的双重优势。当地年平均气温仅6摄氏度至7摄 氏度，为智算中心提供了天然冷源，大幅降低散热能耗；同时，依托老风口、铁列克提两大风区，当地 具备建设"千万千瓦级"风光发电基地的条件，可为算力中心提供充足的低成本绿电。 新疆维吾尔自治区发展和改革委员会二级巡视员刘卫东表示，此次新疆塔城智算产业托里集聚区万P万 卡的点亮，既是塔城地区在构建产业数字化转型算力高地上的重大突破，更是自治区践行"绿电驱动绿 算"模式的生动实践，标志着在促进新能源与算力产业高效对接、相互赋能方面取得了阶段性成果。 作为入驻园区企业，密和（新疆）数字集团有限公司董事长岳飞彪介绍，公司业务未来应用于智能制 造、饲草畜牧、地矿及装备等领域。届时，将为当地数字经济夯实底 ...

Core Insights - CoreWeave (CRWV) attracted significant attention from both retail and institutional investors following its IPO earlier this year, with an initial valuation that represented a more than 52% increase from its previous valuation [1] Company Overview - CoreWeave's IPO marked a notable event in the market, indicating strong investor interest and confidence in the company's growth potential [1] Market Context - The initial valuation surge suggests a positive market sentiment towards CoreWeave, reflecting broader trends in the investment landscape where companies with innovative business models are gaining traction [1]

Core Insights - CoreWeave's stock experienced insider selling, with Brian M. Venturo selling 281,250 shares at an average price of $87.57, totaling approximately $24.63 million [1] - Analysts have adjusted their price targets for CoreWeave, with Mizuho lowering it from $150.00 to $120.00 and Wells Fargo reducing it from $170.00 to $150.00, while Cantor Fitzgerald set a target of $174.00 [2] - CoreWeave reported a quarterly earnings per share (EPS) of ($0.22), surpassing analysts' expectations of ($0.36), with revenue of $1.36 billion, reflecting a year-over-year increase of 133.7% [4] Financial Metrics - CoreWeave has a market capitalization of $37.80 billion, a current ratio of 0.52, a quick ratio of 0.52, and a debt-to-equity ratio of 2.79 [3] - The company's 50-day simple moving average is $122.82, while the 200-day simple moving average is $118.56 [3] Institutional Activity - Significant institutional investments include Cisco Systems Inc. acquiring a position valued at approximately $173.49 million, and Apexium Financial LP purchasing shares worth about $1.04 million [5] Stock Performance - CoreWeave's stock declined by 1.3% during trading, with a trading volume of 52,208,950 shares, which is a 119% increase from the average session volume [7]

Company Leadership Changes - Spotify CEO Daniel Ek transitions to executive chairman after nearly two decades, with Gustav Söderström and Alex Norström appointed as new co-CEOs [4][5] - Ek's new role will focus on capital allocation and long-term strategy, reflecting a European chairman model [5] Market Activity - Kalshi sets a new trading record of over $275 million, impacting DraftKings and FanDuel negatively [6][8] - 98% of Kalshi's trading volume is attributed to college and pro football games, with a record $57.2 million in trading for a specific NFL game [7] Economic Indicators - The Conference Board's Consumer Confidence Index fell to 94.2 in September from 97.8 in August, indicating a decline in consumer sentiment [12] - Job openings in the U.S. increased to 7.227 million in August, surpassing the consensus of 7.11 million [14] - High-frequency indicators show robust air travel and solid attendance at entertainment venues, suggesting ongoing economic momentum [16]

Core Point - CoreWeave has secured a significant deal with Meta, agreeing to provide $14.2 billion worth of artificial intelligence computing infrastructure, leading to an over 8% increase in its shares during premarket trading [1][2]. Company Summary - CoreWeave's CEO, Michael Intrator, indicated that Meta was satisfied with their previous contracts, prompting the company to seek additional infrastructure support [2]. Market Reaction - Following the announcement of the deal, CoreWeave's shares experienced a notable rise of more than 8% in premarket trading [1].

Core Viewpoint - German investigators have conducted raids related to Northern Data AG, a technology firm transitioning from crypto mining to artificial intelligence computing, which has led to a significant drop in its share price [1][2][3]. Company Overview - Northern Data AG is a Frankfurt-listed technology firm that has shifted its focus from cryptocurrency mining to artificial intelligence computing, capitalizing on the growing demand for AI resources [1][4]. - The company is majority-owned by Tether Holdings SA, which has also invested in Rumble Inc., a conservative YouTube alternative [5]. Recent Developments - Following the raids, Northern Data's shares fell by as much as 12% to €16.48, reflecting investor concerns [3]. - The company recently announced a leadership change, promoting John Hoffman to co-CEO alongside Aroosh Thillainathan [6]. - Northern Data has 22,000 AI chips under management across Europe, with its main facility located in Boden, Sweden [6]. Strategic Partnerships - Northern Data has signed a deal to provide data center capacity for G42, a state-backed AI firm in Abu Dhabi, indicating its commitment to the AI sector [4].

Core Viewpoint - CoreWeave has expanded its leasing agreement with OpenAI for the third time this year, providing computing power for the training of next-generation advanced models, with a potential contract value of up to $6.5 billion [1] Summary by Relevant Sections - **Contract Value**: The total contract value between CoreWeave and OpenAI has now reached a maximum of $22.4 billion, following the latest agreement [1] - **Previous Agreements**: CoreWeave initially announced a preliminary agreement with OpenAI in March, with a maximum contract value of $11.9 billion, which was later increased by $4 billion in May [1] - **Stock Performance**: Following the announcement, CoreWeave's stock price rose over 4%, reaching $138.9 [1]