今天@Core_Sc_老虎社区_美港股上老虎

今天@Core_Scientific宣布，它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基础设施的选择权。

新协议将增加约112兆瓦的托管容量@CoreWeave

@nvidia#GPUs，从2024年底开始，预计2026年

初投入运营。

这份为期12年的合同将使Core Scientific的预计收入增加20亿美元，使其@CoreWeave合同总额达到67亿美元，并使其#HPC基础设施总容量达到382兆瓦。

我开仓了$Core Scientific, Inc.(CORZ)$ , 涨了5倍之后仍能看好 $corz？ 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约：Core Scientific将凭借建设和管理200MW AI/HPC数据中心，获得年入2.9亿美金的收入，且预计获得80%的profit margin。单这一笔合约，给个10PE，就有22亿的市值；考虑到他们总共500MW的AI infrastructure的增长潜力，那么估值可以给到55亿，甚至更高。 2. 本身大饼挖矿，以及下半年降息可能带来的大饼上涨，这部分给个20亿的估值 3. 总体估值能来到75亿美金以上，目前来看还有翻倍的空间

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