TeraWulf与Fluidstack签署了两份为期十年的协议，将为大型云服务商提供高性能计算集群。 根据协议，TeraWulf将利用其位于纽约西部的Lake Mariner数据中心园区，交付超过200兆瓦的关键IT负 载。 公司声明称，协议总承包收入达37亿美元，若行使两个五年续约选择权，合同总金额将增至87亿美元。 谷歌已同意出资18亿美元支持项目建设，用于项目相关债务融资。作为对价，谷歌将获得认购约4100万 股TeraWulf普通股的认股权证，相当于8%的股权比例。 智通财经APP注意到，周四美股盘初，TeraWulf(WULF.US)股价飙涨26%，此前披露谷歌将收购该公司 8%的股份。这家传统加密货币挖矿企业正转型为超大规模客户提供高性能计算和人工智能基础设施服 务，其路径与CoreWeave(CRWV.US)从矿商转型为超算服务商如出一辙。 TeraWulf首席执行官保罗.普拉格表示，"我们很荣幸能联合世界级资本与算力伙伴，以低成本、零碳能 源驱动下一代AI基础设施建设，""这笔交易印证了Lake Mariner作为顶级超算园区的地位，加速了我们 向高性能计算领域的战略扩张。""园区配备双路34 ...

Core Viewpoint - CoreWeave, a cloud computing company, successfully went public on NASDAQ under the ticker "CRWV," raising $1.5 billion by issuing 37.5 million shares at $40 each, although the initial offering was reduced from a planned $2.7 billion [1][6]. Company Overview - Founded in 2017 as Atlantic Crypto, CoreWeave shifted focus from cryptocurrency mining to artificial intelligence infrastructure, becoming a leading provider in the sector through partnerships with major tech companies like NVIDIA, OpenAI, and Microsoft [9][14]. - CoreWeave has established a five-year agreement worth $11.9 billion with OpenAI to provide AI infrastructure services, which includes OpenAI acquiring equity in CoreWeave [2]. Financial Performance - As of 2024, CoreWeave's debt stands at approximately $8 billion, with operating lease liabilities of $2.6 billion. The company plans to allocate around $1 billion from its IPO proceeds to repay this debt [16]. - Despite rapid revenue growth, CoreWeave's financial health is concerning due to its heavy reliance on major clients, particularly Microsoft, which contributed 62% of its revenue in 2024 [14][16]. Market Reception - The market response to CoreWeave's IPO was lukewarm, with the stock opening at $39, a 2.5% drop from the offering price, and closing flat, leading to a market capitalization of $18.9 billion [6]. - Analysts express concerns about the diminishing enthusiasm for the AI infrastructure market and potential impacts from Microsoft's evolving data center strategy [6]. Key Milestones - CoreWeave has achieved significant milestones, including a $1.1 billion Series C funding round and a $7.5 billion private debt raise, later increased to $7.6 billion, indicating strong investor interest despite market challenges [3][10]. - The company has also launched various products and services, including the CoreWeave Cloud Platform and has been among the first to market with NVIDIA's latest GPU offerings [4][10].