CoreWeave(CRWV.US)涨超2.1%，报136.22美元。消息面上，CoreWeave扩大与OpenAI的协议，旨在为 OpenAI训练其最先进的下一代模型提供算力支持，此次交易的合同金额高达65亿美元。据悉， CoreWeave曾在今年3月宣布与OpenAI达成一项初始协议，合同价值高达119亿美元，随后在5月份又将 合作规模扩大了40亿美元。此项新协议使得CoreWeave与OpenAI的总合同价值达到约224亿美元。(格隆 汇) ...

Michael Intrator, co-founder and chief executive officer of CoreWeave Inc., during an interview on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Sept. 22, 2025.CoreWeave on Thursday announced a $6.5 billion deal with OpenAI, expanding its current agreement with the artificial intelligence startup behind ChatGPT. The new agreement brings the AI cloud infrastructure provider's total contracts with OpenAI to $22.5 billion. "This milestone affirms the trust that world-leading innov ...

规模最大的IPO收益最为丰厚。募资额超过10亿美元的IPO平均暴涨77%，凸显出投资者对规模和流动 性的偏好。表现突出的公司包括上涨324%的Circle(CRCL.US)、涨幅超过233%的 CoreWeave(CRWV.US)，以及上市以来上涨83%的Bullish(BLSH.US)。 德勤美国资本市场交易主管威尔·布劳蒂加姆表示："今年IPO的表现得益于多个支撑因素，但最重要的 或许是成功会带来更多成功。"他列举了自2024年以来新上市公司的正回报、散户兴趣上升以及当前上 市公司的相对成熟度。 今年以来，企业在美国交易所已融资320亿美元，这是在4月份关税引发市场不确定性导致市场动荡后的 强劲反弹。仅9月份就成为2021年以来IPO最繁忙的月份，因股市普遍上涨鼓励了一波发行潮。 寻求下一个华尔街热点的股票多头，正将目光转向今年美国市场最繁忙的角落—— IPO 市场。 智通财经APP注意到，新上市公司的股价表现已大幅跑赢基准指数。2025年，在美国交易所上市的公司 (排除空白支票公司等金融载体)的加权平均表现飙升41%，这一数字是标普500指数和纳斯达克100指数 涨幅的两倍多。 如此强劲的表现正引发银行 ...

Key Takeaways CoreWeave hit its first $1B quarter, with revenues up 207% YoY and adjusted EBITDA of $753.2M.Backlog doubled YTD to $30.1B, fueled by OpenAI and sector gains in finance, healthcare, and AI start-ups.Operating expenses jumped to $1.2B and capex to $2.9B, with rising debt costs adding to Q2 net loss.CoreWeave, Inc (CRWV) highlighted the strength of its business model by delivering both hyper top-line growth and impressive profitability numbers in the second quarter of 2025. Revenues jumped 207% ...

By Krystal Hu (Reuters) -AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of billion-dollar deals OpenAI has signed to secure computational power. The agreement marks the third major expansion of the partnership between the two companies this year. The company behind ChatGPT struck an initial cloud deal with CoreWeave in March worth up to $11.9 billion, followe ...

AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of bi... ...

Nebius is working to bring more data center capacity online, which should eventually allow it to win more business and sustain strong revenue growth levels. Even before Nebius announced the Microsoft contract, it was on track to secure more than 1 gigawatt (GW) of contracted data center capacity by the end of 2026.What's more, investors can expect Nebius to land more such contracts. Due to a shortage of cloud computing capacity to run AI workloads, companies like Microsoft are sitting on huge backlogs . Eve ...

CoreWeave has tripled in value since its IPO earlier this year.Artificial intelligence (AI) training requires a massive amount of computing power that few can wrap their minds around. The primary provider of this computing power in the AI arms race has been Nvidia (NVDA -0.82%), with its graphics processing units (GPUs). These general-purpose computing devices  power nearly all the development of AI models that we know today, and demand for them is still rising.However, these are expensive devices and requi ...

High-profile investors are lining up behind this AI cloud stock.In investing, there are no points for originality. So when you're looking for ideas, it can pay off to take a look at what the professionals are doing.Institutional investors report their holdings every quarter in 13-F filings, showing retail investors what they're betting on. It can be helpful to see what the investors you admire most are buying. Additionally, it can help to track stocks that are held by multiple high-profile investors.One suc ...

CoreWeave  (CRWV) is arguably 2025’s headline stock. The Nvidia  (NVDA) -backed AI-infrastructure pure-play went public at $40 on Mar. 28, 2025. Its shares have more than tripled since the IPO, and at points even quadrupled. Under the hood, its growth isn’t just a promise. In Q2 2025, CoreWeave posted a whopping $1.21 billion in sales (compared with $395 million a year ago), with its management leaning into GPU-first, bare-metal capacity for model training and inference. Moreover, the demand outlook is ...