[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio788aec03":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio788aec03","AI需求火热再获验证！CoreWeave(CRWV)、Nebius(NBIS)算力服务双双涨价","\u002Fdoc\u002Fdcio788aec03","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，英伟达支持的AI云基础设施提供商CoreWeave(CRWV)表示，自2026年6月30日以来，公司继续以更高价格签订新的算力容量合同，其中包括第三季度签署的短期协议。据悉，2026年第三季度，CoreWeave已与客户签署期限约为3至6个月的合同，定价约为每兆瓦4000万美元。该价格是根据年化收入与满足相关集群运行所需电力之间的比例计算得出。CoreWeave还重申，公司在第三季度初新增了超过250亿美元的客户净承诺，这些承诺并未计入截至6月30日的收入积压订单。截至8月11日，公司签约电力总容量增至约4.2吉瓦，而6月30日约为3.7吉瓦。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得一提的是，CoreWeave在第三季度以更高价格签订新算力容量合同这一消息与其新云同业Nebius(NBIS)上调算力服务价格的消息相呼应，共同印证了AI算力需求依然强劲这一市场判断。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，截至发稿，CoreWeave周四美股盘前跌0.33%，表现逊于Nebius和IREN(IREN)——盘前分别涨超9%和5%，这或许与该公司计划出售最多3500万股A类普通股的消息有关。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据Nebius向客户发出的通知，Nebius自10月1日起上调多项按需计算资源价格，其中最新英伟达GPU涨幅最大。新价格下，H100由3.85美元\u002FGPU小时升至4.50美元\u002FGPU小时，涨幅约17%;H200由4.50美元升至5.40美元，涨幅20%;B200由7.15美元升至8.50美元，涨幅近19%;英伟达B300绝对涨幅最大，由7.85美元升至9.50美元\u002FGPU小时，涨幅约21%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此次涨价同时覆盖较旧的Hopper架构GPU和较新的Blackwell系列，表明市场需求并不局限于某一代芯片，而是广泛分布于多种AI算力类型之上。这已是Nebius数月内的第二轮提价。今年5月，该公司曾宣布对按需容量平均提价29%，对可抢占容量提价51%。若以B300为例，其价格从5月前的约6.10美元\u002F小时计算，至今累计涨幅已达约56%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据悉，Nebius此前曾尝试手动调价，但管理层表示需求之强劲使价格调整仍不足以平衡供需。随后，该公司对稀缺的Blackwell算力进行拍卖测试，客户实际支付价格比此前最高定价高出15%至20%，以确保获得访问权限。Futurum Group首席执行官Daniel Newman在X上发帖称“AI算力需求仍然爆表。Nebius提价20%只是需求旺盛的又一例证。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，CoreWeave在第三季度以更高价格签订新算力容量合同这则消息可能也会提振投资者对该公司第三季度业绩的乐观预期。该公司第二季度营收与利润双双超出华尔街预期，积压订单规模突破千亿美元大关——同比增长246%至约1040亿美元，环比上季度末的994亿美元继续攀升。基于强劲的需求势头，CoreWeave还对全年展望进行了上调。作为少数几家上市的新云计算供应商之一，CoreWeave的业绩被视为整体AI算力需求的重要风向标，其超预期的表现印证了AI基础设施投资热潮的持续升温。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]