<p><strong>CoreWeave</strong>(CRWV 0.17%) 的股東在九月份過得不錯。根據標準普爾全球市場情報提供的數據，上個月該股上漲了 32.8%。</p>
<p>這家人工智能（AI）雲服務巨頭繼續簽署合同，以填補其先進計算能力的需求。上個月宣佈的合同總價值超過 200 億美元。這還不包括與其中一位客户簽訂的近 160 億美元的合同。</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>圖片來源：Getty Images。</p>
<h2>CoreWeave 正在達成數十億美元的交易</h2>
<p>投資者正在推高 CoreWeave 的股票，因為它正在為頂級 AI 公司提供計算能力支持。九月底，CoreWeave 宣佈與 ChatGPT 的創始公司 OpenAI 擴大協議，金額高達 65 億美元。</p>
<p>最初提供給 OpenAI 的雲服務協議價值近 120 億美元，今年早些時候宣佈。該協議在五月擴大了 40 億美元，然後最近又擴大了 65 億美元。該協議現在的總價值超過 220 億美元。</p>
<p>上個月還宣佈了另一項價值約 142 億美元的 AI 雲基礎設施協議。CoreWeave 已經與 <strong>Meta Platforms</strong> 簽署了主服務協議（MSA），此次公告擴大了雙方的合作關係。</p>
<p>與 Meta 的 MSA 是在大約兩年前創建的，為未來的業務奠定了框架。新宣佈的合同將持續到 2031 年 12 月 14 日。</p>
<h2>CoreWeave 股票值得購買嗎？</h2>
<p>這些商業發展推動了上個月股票的上漲。管理層還宣佈了一項新的風險投資計劃，以進一步擴大其 AI 業務。公司表示推出了 CoreWeave Ventures，作為 “一個致力於支持創始人和開發塑造 AI 生態系統的平台和技術的公司的新計劃。”</p>
<p>通過該風險投資計劃，它已經宣佈了兩項收購。這包括兩個不同的 AI 開發平台，用於訓練 AI 代理和構建 AI 模型。</p>
<p>在許多方面，CoreWeave 的未來看起來光明。截至第二季度末，它已經擁有超過 300 億美元的收入積壓。然而，投資者仍需保持謹慎。其估值依賴於 AI 故事的順利發展。其市值接近 700 億美元，且總短期和長期債務超過 100 億美元。</p>
<p>CoreWeave 還繼續大量投資以建設其能力，包括在第二季度接近 30 億美元的支出。若 AI 基礎設施支出放緩或市場下跌，該股可能會逆轉並大幅下跌。應將其視為一種激進的投資，分階段買入以利用下跌可能是最佳策略。</p>

CRWV

OpenAI

<p>CoreWeave 的股票在九月份上漲了 32.8%，這得益於超過 200 億美元的新合同，包括與 OpenAI 達成的 65 億美元擴展協議。該公司正將自己定位為人工智能雲服務的關鍵參與者，收入積壓超過 300 億美元。然而，由於其接近 700 億美元的高市值和顯著的債務，投資者應保持謹慎。CoreWeave 在產能擴張上的激進支出以及對人工智能市場增長的依賴使其成為一項風險投資，因此建議採取分階段買入的策略可能更為明智</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%) 的股東在九月份過得不錯。根據標準普爾全球市場情報提供的數據，上個月該股上漲了 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>這家人工智能（AI）雲服務巨頭繼續簽署合同，以填補其先進計算能力的需求。上個月宣佈的合同總價值超過 200 億美元。這還不包括與其中一位客户簽訂的近 160 億美元的合同。</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>圖片來源：Getty Images。</p>
</div><h2>CoreWeave is landing multibillion-dollar deals</h2>
<div class="lb-trans"><h2>CoreWeave 正在達成數十億美元的交易</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>投資者正在推高 CoreWeave 的股票，因為它正在為頂級 AI 公司提供計算能力支持。九月底，CoreWeave 宣佈與 ChatGPT 的創始公司 OpenAI 擴大協議，金額高達 65 億美元。</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>最初提供給 OpenAI 的雲服務協議價值近 120 億美元，今年早些時候宣佈。該協議在五月擴大了 40 億美元，然後最近又擴大了 65 億美元。該協議現在的總價值超過 220 億美元。</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>上個月還宣佈了另一項價值約 142 億美元的 AI 雲基礎設施協議。CoreWeave 已經與 <strong>Meta Platforms</strong> 簽署了主服務協議（MSA），此次公告擴大了雙方的合作關係。</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>與 Meta 的 MSA 是在大約兩年前創建的，為未來的業務奠定了框架。新宣佈的合同將持續到 2031 年 12 月 14 日。</p>
</div><h2>Is CoreWeave stock a buy?</h2>
<div class="lb-trans"><h2>CoreWeave 股票值得購買嗎？</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>這些商業發展推動了上個月股票的上漲。管理層還宣佈了一項新的風險投資計劃，以進一步擴大其 AI 業務。公司表示推出了 CoreWeave Ventures，作為 “一個致力於支持創始人和開發塑造 AI 生態系統的平台和技術的公司的新計劃。”</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>通過該風險投資計劃，它已經宣佈了兩項收購。這包括兩個不同的 AI 開發平台，用於訓練 AI 代理和構建 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>在許多方面，CoreWeave 的未來看起來光明。截至第二季度末，它已經擁有超過 300 億美元的收入積壓。然而，投資者仍需保持謹慎。其估值依賴於 AI 故事的順利發展。其市值接近 700 億美元，且總短期和長期債務超過 100 億美元。</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 還繼續大量投資以建設其能力，包括在第二季度接近 30 億美元的支出。若 AI 基礎設施支出放緩或市場下跌，該股可能會逆轉並大幅下跌。應將其視為一種激進的投資，分階段買入以利用下跌可能是最佳策略。</p>
</div>

為什麼 CoreWeave 的股票在九月份飆升