<p><strong>CoreWeave</strong>(CRWV 0.17%) 的股东在九月份过得不错。根据标准普尔全球市场情报提供的数据，上个月该股上涨了 32.8%。</p>
<p>这家人工智能（AI）云服务巨头继续签署合同，以填补其先进计算能力的需求。上个月宣布的合同总价值超过 200 亿美元。这还不包括与其中一位客户签订的近 160 亿美元的合同。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU4NTgvYWktY2xvdWQtaW5mcmFzdHJ1Y3R1cmUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU4NTgvYWktY2xvdWQtaW5mcmFzdHJ1Y3R1cmUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>CoreWeave 正在达成数十亿美元的交易</h2>
<p>投资者正在推高 CoreWeave 的股票，因为它正在为顶级 AI 公司提供计算能力支持。九月底，CoreWeave 宣布与 ChatGPT 的创始公司 OpenAI 扩大协议，金额高达 65 亿美元。</p>
<p>最初提供给 OpenAI 的云服务协议价值近 120 亿美元，今年早些时候宣布。该协议在五月扩大了 40 亿美元，然后最近又扩大了 65 亿美元。该协议现在的总价值超过 220 亿美元。</p>
<p>上个月还宣布了另一项价值约 142 亿美元的 AI 云基础设施协议。CoreWeave 已经与 <strong>Meta Platforms</strong> 签署了主服务协议（MSA），此次公告扩大了双方的合作关系。</p>
<p>与 Meta 的 MSA 是在大约两年前创建的，为未来的业务奠定了框架。新宣布的合同将持续到 2031 年 12 月 14 日。</p>
<h2>CoreWeave 股票值得购买吗？</h2>
<p>这些商业发展推动了上个月股票的上涨。管理层还宣布了一项新的风险投资计划，以进一步扩大其 AI 业务。公司表示推出了 CoreWeave Ventures，作为 “一个致力于支持创始人和开发塑造 AI 生态系统的平台和技术的公司的新计划。”</p>
<p>通过该风险投资计划，它已经宣布了两项收购。这包括两个不同的 AI 开发平台，用于训练 AI 代理和构建 AI 模型。</p>
<p>在许多方面，CoreWeave 的未来看起来光明。截至第二季度末，它已经拥有超过 300 亿美元的收入积压。然而，投资者仍需保持谨慎。其估值依赖于 AI 故事的顺利发展。其市值接近 700 亿美元，且总短期和长期债务超过 100 亿美元。</p>
<p>CoreWeave 还继续大量投资以建设其能力，包括在第二季度接近 30 亿美元的支出。若 AI 基础设施支出放缓或市场下跌，该股可能会逆转并大幅下跌。应将其视为一种激进的投资，分阶段买入以利用下跌可能是最佳策略。</p>

CRWV

OpenAI

<p>CoreWeave 的股票在九月份上涨了 32.8%，这得益于超过 200 亿美元的新合同，包括与 OpenAI 达成的 65 亿美元扩展协议。该公司正将自己定位为人工智能云服务的关键参与者，收入积压超过 300 亿美元。然而，由于其接近 700 亿美元的高市值和显著的债务，投资者应保持谨慎。CoreWeave 在产能扩张上的激进支出以及对人工智能市场增长的依赖使其成为一项风险投资，因此建议采取分阶段买入的策略可能更为明智</p>

<p><strong>CoreWeave</strong>(CRWV 0.17%) shareholders had a good month of September. The stock soared 32.8% last month, according to data provided by S&amp;P Global Market Intelligence.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>(CRWV 0.17%) 的股东在九月份过得不错。根据标准普尔全球市场情报提供的数据，上个月该股上涨了 32.8%。</p>
</div><p>The artificial intelligence (AI) cloud services hyperscaler continued to pile up deals to fill its advanced computing capacity. A total of over $20 billion in contract value was announced last month. And that doesn't include another nearly $16 billion already contracted with one of the customers involved.</p>
<div class="lb-trans"><p>这家人工智能（AI）云服务巨头继续签署合同，以填补其先进计算能力的需求。上个月宣布的合同总价值超过 200 亿美元。这还不包括与其中一位客户签订的近 160 亿美元的合同。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU4NTgvYWktY2xvdWQtaW5mcmFzdHJ1Y3R1cmUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835858%2Fai-cloud-infrastructure.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>CoreWeave is landing multibillion-dollar deals</h2>
<div class="lb-trans"><h2>CoreWeave 正在达成数十亿美元的交易</h2>
</div><p>Investors are bidding up CoreWeave stock as it positions itself to support the computing power needs of top AI companies. In late September, CoreWeave announced it was expanding an agreement with ChatGPT creator OpenAI by up to $6.5 billion.</p>
<div class="lb-trans"><p>投资者正在推高 CoreWeave 的股票，因为它正在为顶级 AI 公司提供计算能力支持。九月底，CoreWeave 宣布与 ChatGPT 的创始公司 OpenAI 扩大协议，金额高达 65 亿美元。</p>
</div><p>The initial agreement to provide OpenAI cloud services worth almost $12 billion was announced earlier this year. That was expanded in May by $4 billion, and then the most recent expansion of $6.5 billion. That agreement is now worth up to more than $22 billion.</p>
<div class="lb-trans"><p>最初提供给 OpenAI 的云服务协议价值近 120 亿美元，今年早些时候宣布。该协议在五月扩大了 40 亿美元，然后最近又扩大了 65 亿美元。该协议现在的总价值超过 220 亿美元。</p>
</div><p>Another agreement for its AI cloud infrastructure worth up to about $14.2 billion was announced last month. CoreWeave already has a master service agreement (MSA) with <strong>Meta Platforms</strong>, and this announcement expanded that relationship.</p>
<div class="lb-trans"><p>上个月还宣布了另一项价值约 142 亿美元的 AI 云基础设施协议。CoreWeave 已经与 <strong>Meta Platforms</strong> 签署了主服务协议（MSA），此次公告扩大了双方的合作关系。</p>
</div><p>An MSA with Meta was created about two years ago, creating the framework for future business. The newly announced contract will run through Dec. 14, 2031.</p>
<div class="lb-trans"><p>与 Meta 的 MSA 是在大约两年前创建的，为未来的业务奠定了框架。新宣布的合同将持续到 2031 年 12 月 14 日。</p>
</div><h2>Is CoreWeave stock a buy?</h2>
<div class="lb-trans"><h2>CoreWeave 股票值得购买吗？</h2>
</div><p>Those business developments helped drive the stock higher last month. Management also announced a new venture capital initiative to further expand its AI footprint. The company said it launched CoreWeave Ventures as &#34;a new initiative committed to backing founders and companies developing the platforms and technologies shaping the AI ecosystem.&#34;</p>
<div class="lb-trans"><p>这些商业发展推动了上个月股票的上涨。管理层还宣布了一项新的风险投资计划，以进一步扩大其 AI 业务。公司表示推出了 CoreWeave Ventures，作为 “一个致力于支持创始人和开发塑造 AI 生态系统的平台和技术的公司的新计划。”</p>
</div><p>It has already announced two acquisitions through the venture. They include two different AI developer platforms for training AI agents and building AI models.</p>
<div class="lb-trans"><p>通过该风险投资计划，它已经宣布了两项收购。这包括两个不同的 AI 开发平台，用于训练 AI 代理和构建 AI 模型。</p>
</div><p>On many levels, the future looks bright for CoreWeave. As of the end of the second quarter, it already had a revenue backlog of over $30 billion. Investors should remain cautious, though. Its valuation depends on the AI story playing out without setbacks. Its market cap is nearly $70 billion, and it holds over $10 billion in total short- and long-term debt.</p>
<div class="lb-trans"><p>在许多方面，CoreWeave 的未来看起来光明。截至第二季度末，它已经拥有超过 300 亿美元的收入积压。然而，投资者仍需保持谨慎。其估值依赖于 AI 故事的顺利发展。其市值接近 700 亿美元，且总短期和长期债务超过 100 亿美元。</p>
</div><p>CoreWeave also continues to spend heavily to build its capacity, including nearly $3 billion in the second quarter. The stock could well reverse course and plunge amid any slowdown in AI infrastructure spending or even a market downturn. It should be considered an aggressive investment, with buying in stages to take advantage of downturns potentially being the best strategy.</p>
<div class="lb-trans"><p>CoreWeave 还继续大量投资以建设其能力，包括在第二季度接近 30 亿美元的支出。若 AI 基础设施支出放缓或市场下跌，该股可能会逆转并大幅下跌。应将其视为一种激进的投资，分阶段买入以利用下跌可能是最佳策略。</p>
</div>

为什么 CoreWeave 的股票在九月份飙升