文章核心观点 - Tech Contrarians服务自推出以来已实现65.8%的持仓回报率[1] - CoreWeave公司与Meta Platforms签署价值142亿美元的算力供应协议[2] - 该协议消息推动CoreWeave公司股价上涨高达15%[2] 公司与合作协议 - CoreWeave公司与Meta Platforms签署价值142亿美元的算力供应协议[2] - 合作协议消息推动CoreWeave公司股价从每股122美元上涨高达15%[2]

We've is basically is a is a company that takes all these GPUs and rents it out to people for whatever they want to use. So they do get the dibs on the most latest equipment that is sold by Nvidia and then the clients can now I'm dead showed that those buying directly from NVIDIA as well. But in this case they're just going and outsourcing the entire infrastructure for an amount of $14 Billion which you know may be a very small piece of overall CapEx for the infrastructure, but it's still a start that they ...

The massive investments in AI data centers continue. Shares of TeraWulf (WULF 4.57%) jumped Monday, finishing the day up 4.6%. The spike comes as the S&P 500 and Nasdaq Composite were little changed. TeraWulf, a Bitcoin miner and high-performance computing (HPC) data center company, announced that Alphabet's Google has committed to providing an additional $1.4 billion in backstop after announcing it would guarantee $1.8 billion last week. AI Data center building is white hot There is a gap between the amoun ...