This achievement continues CoreWeave's legacy of delivering first-to-market access to the world's most advanced AI infrastructure demanded by the world's leading AI labs and enterprises. This initial deployment of NVIDIA GB300s expands on CoreWeave's existing Blackwell fleet, which also includes the NVIDIA HGX B200 and the NVIDIA GB200 NVL72 system. Last year, CoreWeave was among the first to offer NVIDIA H200 GPUs and was the first AI cloud provider to make NVIDIA GB200 NVL72 systems generally available. I ...

Nebius (NASDAQ: NBIS ) has accomplished in eight weeks what larger cloud companies required far longer to attempt. The company combined a US$1 billion two-tranche convertible note priced on June 5 with immediate deliveries of NVIDIA GB200 NVL72 and"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasi ...

Key Takeaways CRWV stock soared 137% in a month, beating gains from MSFT, AMZN, and the broader tech sector. Surging AI demand led to a 420% jump in Q1 revenues, while the $11.9B OpenAI deal adds further upside. CRWV guides 2025 revenue at $4.9B-$5.1B, backed by increasing demand and a $259B revenue backlog.CoreWeave, Inc. (CRWV) stock has gained 136.6% in the past month and closed last session at $149.70, jumping more than threefold from its initial opening price of $39. It has outperformed the 5.4% grow ...

●Research and Development initiatives underscore companies’ commitment to co-developing new cooling, power, building management and control systems for digital and physical AI data centers●Partnership will underpin Europe’s AI infrastructure ambitions, aligning with the EU Commission’s ‘AI Continent Action Plan’ and its ‘InvestAI’ initiative●Schneider Electric announces launch of new NVIDIA-enabled rack solution Schneider-Electric_NVIDIA.jpg Schneider-Electric_NVIDIA.jpg Paris, France, June 11, 2025 (GLO ...

今日早盘，创业板人工智能板块盘中领涨，创业板人工智能ETF国泰（159388）涨超2%。 5月28日，英伟达披露了2026财年一季度财报。根据英伟达方面提供的数据，截至2025年4月27日的2026 财年第一季度，英伟达实现收入441亿美元，较上一季度增长12%，较去年同期增长69%，其中，数据 中心同比+73%，Blackwell 芯片贡献数据中心收入的70%。黄仁勋表示，Blackwell NVL72目前正通过全 球领先的系统制造商和云服务提供商进入全面量产阶段，AI推理的token生成量在短短一年内激增十 倍。（提及个股仅为说明观点，不构成投资建议，下同） AI 基础设施服务商 CoreWeave 自上市以来持续上涨，尤其是进入五月以来开启加速，Coreweave与英伟 达保持密切关系，英伟达持股占比3.86%，它是首个向公众提供基于NVIDIA GB200 NVL72实例的云服 务提供商，并且是首批部署 NVIDIA H100、H200和 GH200 高性能基础设施的云服务提供商之一。目前 CoreWeave共有32个数据中心，拥有超过25万个NVIDIA GPU，并得到超过260MW的电力支持。英伟 ...

Group 1: Industry Overview - The introduction of generative AI is expected to lead to significant wealth creation, with Morgan Stanley estimating revenue across software and internet companies to increase over 600% to approximately $1.1 trillion by 2028 [2] Group 2: AppLovin - AppLovin specializes in adtech software, allowing developers to market and monetize applications, with a recent expansion into e-commerce advertising [4] - The company utilizes a "best-in-class" AI recommendation engine called Axon for targeted advertising campaigns and employs generative AI through its creative agency, SparkLabs, to create personalized ad content [5] - In Q1, AppLovin reported a 40% increase in total revenue to $1.4 billion, with GAAP earnings rising 149% to $1.67 per diluted share, and management forecasts a 69% growth in advertising sales for Q2 [6] - The recent sale of its mobile games portfolio for $800 million allows AppLovin to focus on its core adtech business and eliminate a declining segment [7] - Wall Street projects AppLovin's earnings to grow at 43% annually through 2026, making its current valuation of 64 times earnings appear reasonable [8] Group 3: CoreWeave - CoreWeave provides cloud infrastructure and software services, focusing on GPU cloud solutions tailored for AI applications, exclusively using Nvidia GPUs [10] - The company has achieved strong results in MLPerf benchmarks and is often the first to deploy new Nvidia technology, contributing to its rapid growth [11][12] - In Q1, CoreWeave's revenue surged 420% to $981 million, with adjusted operating income rising 550% to $162 million, although it reported a non-GAAP loss of $150 million due to significant long-term debt [13] - The current price-to-sales ratio of 21 is considered neither cheap nor excessively expensive for a company with triple-digit sales growth and a 73% gross margin [14]

Industry Overview - Artificial intelligence (AI) is projected to add $19.9 trillion to the global economy by 2030, with spending on AI hardware, software, and services expected to grow at an annual rate of 36% during the same period [1]. Company Analysis: Palantir Technologies - Palantir Technologies has experienced accelerated revenue growth for seven consecutive quarters, with its share price increasing by 1,500% since May 2023, turning a $5,000 investment two years ago into approximately $80,000 [2][3]. Company Analysis: CoreWeave - CoreWeave, which went public on March 28, 2025, has seen its stock price rise by 150%, positioning it as a potential successor to Palantir in generating significant returns [4]. - CoreWeave specializes in AI infrastructure, offering cloud services tailored for AI and high-performance computing, distinguishing itself from competitors like Amazon Web Services and Microsoft Azure by operating a GPU cloud [5]. - The company has been recognized as the best GPU cloud provider by SemiAnalysis, noted for its early deployment of the latest Nvidia GPUs and achieving record-breaking performance in MLPerf benchmarks [6][7]. Financial Performance: CoreWeave - CoreWeave reported a remarkable 420% increase in revenue to $981 million and a 550% rise in adjusted operating income to $162 million in the first quarter, despite a non-GAAP net loss of $150 million, significantly larger than the $24 million loss in the same quarter the previous year [9]. - The company's substantial long-term debt of $7.8 billion has led to high interest expenses, consuming over a quarter of its revenue, which accounted for the difference between adjusted operating income and net income [10]. Strategic Developments: CoreWeave - In May, CoreWeave acquired AI developer platform Weights & Biases, enhancing its platform by providing tools for developers to train, evaluate, and monitor AI models [11]. Valuation Metrics: CoreWeave - CoreWeave currently trades at 18 times sales, which is considered between expensive and reasonable compared to peers like Cloudflare at 31 times and Microsoft at 13 times [12].

如果您希望可以时常见面，欢迎标星收藏哦~ 英伟达宣布成立数据中心800V高压直流配电供应商联盟。这是自2027年起支持1MW功率处理机架 的关键一步。 升级至 800V 电压后，端到端电源效率可提升高达 5%，同时由于电源故障减少以及组件维护人工 成本降低，维护成本可降低高达 70%。由于不再需要机架中的 AC-DC 电源，冷却成本也得以降 低。 芯片供应商包括英飞凌科技、MPS、Navitas、罗姆、意法半导体和德州仪器，电源模块供应商包 括台达、Flex Power、Lead Wealth、光宝和麦格米特，电源系统供应商包括伊顿、施耐德电气和 Vertiv。 英飞凌奥地利公司研究员 Gerald Deboy 表示："我们与一些知名竞争对手进行了健康而自然的竞 争，我们很自豪能够成为该联盟的一部分。" Nvidia 核心技术杰出工程师 Mathias Blake 表示："Nvidia 不仅在构建更快的 GPU，还在重新设 计整个电源堆栈，以释放 AI 的全部潜力。" 如今，54Vdc 机架的功率极限已达到 200kW。Nvidia GB200 NVL72 和 GB300 NVL72 机架最 多配备八个电源架 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 | | | 2000 00 1 02 103 00 100 10 1 0 5 06 100 1 11 1 2 1 13 1 4 1 15 [ 16 [ 17 [ 18 [ 19 [ 20 ] 21 [ 22 [ 23 [ 24 [ 25 [ 26 ] 20 ] 30 ] 31 ] 32 ] | | | | | | --- | --- | --- | --- | --- | --- | --- | | 元件架構 | 不用式 | FINFET | | GAABE | | | | DUV(248/193nm) 光學系統 | STEREDIV | | | | | Hi-NA EUV | | 台槽電 C018/C013 IN90 | N28 IND NO NO IN | | INS | N4 N3 N2 I | 116Al | 14A | | Intel IC013 | N77/20 | | | Intel-7 Intel-4/3 Intel-20A/18Al Intel-14A | | | | Samsu ...

行业报告 | 行业专题研究 电子 证券研究报告 Computex 2025 主题-AI Next，AI 应用落地时代已现 2025 年台北国际电脑展（COMPUTEX 2025）将于 5 月 20 日至 23 日在 台北南港展览馆举办。本届展览以 AI Next 为主题，将汇聚全球科技巨头， 集中展示人工智能领域的最新研究成果与尖端应用技术。作为全球 AIoT 与 新创企业的顶尖展示平台，2025 年台北国际电脑展（COMPUTEX 2025） 将聚焦三大核心主题：AI & Robotics, Next-Gen Tech, and Future Mobility； 并将汇聚 ASUS, Acer, MSI, GIGABYTE, MediaTek, ASRock 等近 1400 家全球 领先科技企业。 回顾 2024 年 COMPUTEX 以 Connecting AI 为主题，参展商展示前沿技术创 新成果，COMPUTEX 2025 以 AI Next 为主题，聚焦智能运算与机器人、次 世代科技、未来移动三大核心方向。 智能运算与机器人随着实体 Physical AI 时代来临，AI 与机器人技术的深度 融合 ...