报道称 CoreWeave 洽谈收购 Core Scientific,后者涨超 30%

深潮Pubblicato 2025-06-27Pubblicato ultima volta 2025-06-27

CoreWeave 与数字基础设施公司 Core Scientific 的收购事宜可能在未来几周内敲定交易,前提是双方不出现重大分歧。

撰文:鲍奕龙,华尔街见闻

AI 云服务巨头 CoreWeave 正与数字基础设施公司 Core Scientific 就收购事宜重新展开谈判,这距离其去年收购提议被拒已过去约一年时间。

6 月 26 日,据媒体报道,CoreWeave 与数字基础设施公司 Core Scientific 的收购事宜可能在未来几周内敲定交易,前提是双方不出现重大分歧。报道指出,随着人工智能需求激增,数据中心空间和电力资源短缺问题日益突出,促使相关企业通过并购来获得更多计算资源和基础设施能力。

Core Scientific 是众多试图从 AI 热潮中获益的比特币挖矿公司之一。人工智能应用的爆发式增长,导致数据中心空间和电力资源出现短缺,而这为拥有大量计算基础设施的加密货币挖矿企业提供了转型机会。

消息传出后,Core Scientific 股价一度暂停交易,随后恢复交易最终收涨逾 32%。该公司目前市值约 37 亿美元,今年以来股价下跌约 15%。CoreWeave 市值约 750 亿美元,于今年 3 月刚刚完成 IPO。

去年收购被拒,股价已翻倍

报道指出,CoreWeave 去年曾提出以每股 5.75 美元的价格收购 Core Scientific,当时对该公司的估值超过 10 亿美元。但 Core Scientific 以报价过低为由拒绝了这一提议,表示将专注于与 CoreWeave 的现有合作关系。

如今 Core Scientific 的股价已是去年收购报价的两倍多。报道指出,尽管具体谈判条款尚未透露,但考虑到 Core Scientific 业务的快速增长,预计其将获得可观溢价。

两家公司的合作关系已持续多年。去年 6 月,双方宣布签署一系列为期 12 年的合同,Core Scientific 将为 CoreWeave 的运营提供数百兆瓦的托管服务,预计将为 Core Scientific 带来数十亿美元收入。

分析指出,这笔潜在交易如果达成,将进一步巩固 CoreWeave 在 AI 基础设施领域的地位,同时为其获得更多计算资源和电力容量。

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