449亿！AI芯片巨头签署云巨单

芯东西2025-09-16

既是云服务客户，又是AI芯片供应商。作者 |ZeR0编辑 |漠影芯东西9月16日消息，据外媒报道，美国GPU云服务商CoreWeave周一发布公告，宣布已与美国AI计算巨头英伟达签署了价值63亿美元（约合人民币449亿元）的初始订单。这笔交易确保英伟达访问CoreWeave任何剩余的未售出的云计算能力。根据协议条款，最新订单以2023年4月的协议为基础，要求英伟达购买截至2032年4月13日的所有...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2567612685?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-16 07:42","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2567612685","market":"us","top_or_hot":-1,"title":"449亿！AI芯片巨头签署云巨单","media":"芯东西","content":"<div>\n<p>既是云服务客户，又是AI芯片供应商。作者 |ZeR0编辑 |漠影芯东西9月16日消息，据外媒报道，美国GPU云服务商CoreWeave周一发布公告，宣布已与美国AI计算巨头英伟达签署了价值63亿美元（约合人民币449亿元）的初始订单。这笔交易确保英伟达访问CoreWeave任何剩余的未售出的云计算能力。根据协议条款，最新订单以2023年4月的协议为基础，要求英伟达购买截至2032年4月13日的所有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091607470397949db0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>449亿！AI芯片巨头签署云巨单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n449亿！AI芯片巨头签署云巨单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 07:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091607470397949db0&s=b><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>既是云服务客户，又是AI芯片供应商。作者 |ZeR0编辑 |漠影芯东西9月16日消息，据外媒报道，美国GPU云服务商CoreWeave周一发布公告，宣布已与美国AI计算巨头英伟达签署了价值63亿美元（约合人民币449亿元）的初始订单。这笔交易确保英伟达访问CoreWeave任何剩余的未售出的云计算能力。根据协议条款，最新订单以2023年4月的协议为基础，要求英伟达购买截至2032年4月13日的所有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091607470397949db0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1914381329.SGD","symbol_name":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091607470397949db0&s=b","article_id":"2567612685","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091607470397949db0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2567612685","pubTimestamp":1757979744,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"既是云服务客户，又是AI芯片供应商。作者 |ZeR0编辑 |漠影芯东西9月16日消息，据外媒报道，美国GPU云服务商CoreWeave周一发布公告，宣布已与美国AI计算巨头英伟达签署了价值63亿美元 的初始订单。英伟达是CoreWeave约7%的A类股份的所有者。随后，CoreWeave在5月与OpenAI达成了另一项附加协议。CoreWeave在8月份发布第二季度财报，称随着AI工具的快速普及，其云服务需求在第二季度激增。2025全球AI芯片峰会预告","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4116":"互联网服务与基础架构","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","NVD2.UK":"2X NVIDIA ETP","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDS.UK":"LS -1X NVIDIA","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVDA":"英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","NVD":"2倍做空NVDA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","CRWV":"CoreWeave, Inc.","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC"},"translate_title":"44.9 billion! AI chip giant signs cloud giant order","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDA":0.9,"CRWV":0.9,"NVD2.UK":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDU":0.6},"content_text":"既是云服务客户，又是AI芯片供应商。作者 |ZeR0编辑 |漠影芯东西9月16日消息，据外媒报道，美国GPU云服务商CoreWeave周一发布公告，宣布已与美国AI计算巨头英伟达签署了价值63亿美元（约合人民币449亿元）的初始订单。这笔交易确保英伟达访问CoreWeave任何剩余的未售出的云计算能力。根据协议条款，最新订单以2023年4月的协议为基础，要求英伟达购买截至2032年4月13日的所有未售出数据中心容量。此外，英伟达还向CoreWeave提供GPU，并且是CoreWeave的股东。CoreWeave的股价上涨了7.60%。自今年3月IPO以来，CoreWeave的股价涨超207%，市值逾588亿美元（约合人民币4186亿元）。英伟达是CoreWeave约7%的A类股份的所有者。CoreWeave已经在数十万张英伟达GPU上花费了大量资金，然后将GPU算力资源出租给客户。CoreWeave在美国和欧洲运营AI数据中心，提供对英伟达GPU的访问权限。这笔交易巩固了CoreWeave作为英伟达主要云合作伙伴的地位，并缓冲了对AI计算能力需求的任何潜在下降。巴克莱分析师认为，修订后的协议为CoreWeave提供了后盾，确保无论最终客户是谁，其产能都能得到充分利用。英伟达的增量支出被视为CoreWeave摆脱对最大客户的一种健康多元化战略。“鉴于投资者担心该公司（CoreWeave）是否有能力填补其两大客户（微软和OpenAI）以外的数据中心容量，我们认为这对CoreWeave来说是一个利好。”在今年3月IPO前，CoreWeave与美国AI大模型龙头企业OpenAI达成了一份为期5年、价值119亿美元（约合人民币847亿元）的合同。根据这份合同，CoreWeave将为OpenAI提供云计算能力。随后，CoreWeave在5月与OpenAI达成了另一项附加协议。根据该协议，OpenAI承诺在2029年4月之前支付40亿美元（约合人民币285亿元）。CoreWeave在8月份发布第二季度财报，称随着AI工具的快速普及，其云服务需求在第二季度激增。该公司在第二财季的收入为12.13亿美元（约合人民币86亿元），同比增长207%；净亏损为2.91亿美元（约合人民币20亿元）；运营费用增长了近4倍，达到11.9亿美元（约合人民币85亿元），凸显了快速的收入增长给其财务带来的压力。乘着生成式AI东风，再加上英伟达的力扶，CoreWeave近年来一直在打顺风局，是AI基建狂潮中的知名受益者之一。如今，CoreWeave正面临客户高度集中、云服务竞争激烈等挑战，其现有知名额客户包括微软、OpenAI、英伟达、IBM、Cohere等。英伟达的这笔订单给CoreWeave的发展注入强心剂，表明AI需求的增长仍在促使科技企业寻找更多计算能力。2025全球AI芯片峰会预告","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2567612685","isCrawlerRequest":true}