CoreWeave承诺60亿美元在宾州建AI数据中心,响应特朗普AI推动

华尔街洞察07-15

人工智能云计算公司CoreWeave宣布,计划在宾夕法尼亚州投资高达60亿美元建设新一代数据中心,以响应前总统唐纳德·特朗普推动美国在AI领域保持领先的倡议。此举推动公司股价盘前飙升超过8%,彰显市场对AI基础设施扩张的乐观情绪。

该投资是美国企业大规模投入AI基础设施浪潮的一部分,由计算需求激增和特朗普推动AI供应链回流本土的政策驱动。项目将在参议员Dave McCormick的首届宾夕法尼亚能源与创新峰会上揭晓,届时特朗普将与CEO们进行圆桌讨论。路透社报道,特朗普预计同日宣布总额700亿美元的AI及能源投资计划。

CoreWeave首席执行官Michael Intrator强调:“高性能AI计算的需求永无止境,CoreWeave正打造专为AI优化的云服务,以应对挑战并巩固美国领导地位。”数据中心初始电力消耗为100兆瓦,未来可扩展至300兆瓦。建设阶段将创造约600个就业岗位,启动时提供70个全职技术和运营职位。

背景方面,上月亚马逊宣布在宾州投资至少200亿美元扩展数据中心;CoreWeave上周刚以约90亿美元收购加密货币矿商Core Scientific, Inc.,旨在获取能源和数据中心容量,支撑AI需求的迅猛增长。

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