内容来源：https://aibusiness.com/data-centers/coreweave-poolside-strike-ai-infrastructure-deal

内容总结：

人工智能基础设施领域再现重磅合作。近日，云服务商CoreWeave与基础模型公司Poolside宣布达成战略合作，双方将通过部署4万余块英伟达GPU构建算力集群，并在得克萨斯州西部共同打造大型人工智能园区，标志着AI算力军备竞赛持续升级。

根据协议，CoreWeave将为Poolside提供前沿算力支持，包括配备4万多块英伟达GB300系列GPU的超级计算集群，预计于12月投入运行，用于训练万亿参数规模的AI模型。同时双方将启动"地平线计划"，在占地56万英亩的家族牧场内建设最高容量达20亿瓦特的AI园区，首期工程250兆瓦设施已签署15年租约。

Poolside联合创始人指出，该数据中心将依托二叠纪盆地丰富的天然气资源实现低成本运营，采用模块化建造技术有望将约160亿美元的传统建造成本进一步压缩。此次合作前，CoreWeave刚获得与Meta平台142亿美元的服务合约，其CEO表示此次合作将共同构建"从研究到实际应用的性能支撑层"。

行业观察显示，随着企业加速布局多模态大模型训练，对高端GPU集群和能源保障的需求正推动AI基础设施投资进入新阶段。

中文翻译：

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CoreWeave与Poolside达成合作，通过超过4万块英伟达GPU提供AI云服务，并将在西得克萨斯州共同打造一座规模达2吉瓦的AI园区。
为AI提供基础设施的并购热潮持续升温，新泽西企业CoreWeave与基础模型公司Poolside近日确认达成合作。CoreWeave表示将提供AI云服务，支持Poolside在企业内部全面部署智能体。为此，CoreWeave将构建由英伟达GB300 NVL72系统组成的尖端计算集群，包含超过4万块英伟达图形处理器。该集群将于12月上线，为Poolside的训练任务提供算力支持。

CoreWeave还将为Poolside的"地平线计划"提供云服务。该计划是Poolside即将在西得克萨斯州启动的巨型AI园区项目。Poolside联合创始人贾森·沃纳与艾索·坎特在官网博文中指出，该设施将"为新一代尖端规模训练量身打造"。他们强调："此举标志着Poolside迈出战略新步伐——我们不仅掌控智能层，更将夯实支撑智能的能源与算力基石。"

园区将落户于一处50万英亩家族牧场的560英亩地块，初步规划显示其有望成为美国最大AI园区之一。CoreWeave已签署15年租约，作为首期250兆瓦园区的锚定租户与运营合作伙伴，另有500兆瓦容量预留扩建。最终容量可能达到2吉瓦。

虽未披露具体金额，但《华尔街日报》援引坎特表述称，行业标准下2吉瓦数据中心造价约160亿美元。Poolside则表示通过采用模块化建造技术可降低成本。园区选址亦为项目可行性提供保障——地处能源丰富的二叠纪盆地中心区域，可直接获取充足廉价的天然气资源。

此次合作达成前数周，CoreWeave刚与Meta平台签署价值142亿美元的服务协议，合约持续至2031年。其扩张战略还体现在十月初对伦敦Monolith AI的收购。CoreWeave联合创始人兼首席执行官迈克尔·因特拉托指出："Poolside的基础模型研发正是CoreWeave平台致力加速的突破性工作。双方共同构建的性能层将定义AI研究转化为实际能力的路径。"坎特补充道："合作确保我们率先获得新一代芯片，得以通过大规模强化学习训练数万亿参数模型。有此保障，我们将持续展现研究、工程与数据的复合优势。"

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英文来源：

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CoreWeave is partnering with Poolside to deliver AI cloud services via 40,000-plus Nvidia GPUs and anchor a 2-gigawatt AI campus in West Texas.
The frenzy of deals to deliver infrastructure for AI shows no sign of abating, with New Jersey's CoreWeave and foundation model company Poolside the latest to confirm a partnership.
CoreWeave said it will deliver AI cloud services to support Poolside's efforts to deploy agents across the enterprise. As part of this, it will provide a frontier-scale cluster of Nvidia GB300 NVL72 systems, which include more than 40,000 Nvidia graphics processing units. These will come online in December to power Poolside's training.
CoreWeave is also set to provide Poolside with cloud services for its Project Horizon, a huge AI campus it is set to launch in West Texas.
In a blog post on the Poolside website, co-founders Jason Warner and Eiso Kant explained that the facility will be "built from the ground up to power the next generation of frontier-scale training."
They added: "This project marks the next logical step for Poolside -- owning not just the intelligence layer, but the energy and compute foundation that supports it."
The center will be built on a 560-acre patch of a family-owned ranch that covers 500,000 acres, and its scale promises to be vast, with initial suggestions that it could become one of the biggest in the U.S.
CoreWeave will be anchor tenant and operational partner for the first 250-megawatt phase of the campus, under a 15-year lease, and 500 megawatts have been reserved for expansion. Ultimate capacity could be two gigawatts.
Financials were not disclosed, but the Wall Street Journal quoted Kant as saying the industry standard for the cost of a two-gigawatt data center is around $16 billion. Poolside, however, expects the sum to be lower due to its use of modular building techniques.
Poolside added that the location will help to make the mammoth undertaking feasible. By being based at the center of the energy-rich Permian Basins, the center will have direct access to abundant, low-cost natural gas.
The tie-up comes just weeks after CoreWeave secured a $14.2 billion deal with Meta Platforms to supply services until 2031, while its desire to expand is been reflected in acquisitions including London's Monolith AI at the start of October.
"Poolside's approach to foundation models represents exactly the kind of breakthrough work the CoreWeave platform was designed to accelerate," Michael Intrator, co-founder and CEO of CoreWeave, said in a release. "Together, we're building the performance layer that will define how AI research becomes real-world capability."
Kant added: "This partnership … ensures immediate access to next-generation silicon, enabling us to train multi-trillion parameter models with large scale reinforcement learning. With this secured, we can now demonstrate our compounding research, engineering and data advantages."
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