{"id":2126,"date":"2025-07-28T07:52:04","date_gmt":"2025-07-28T07:52:04","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2126"},"modified":"2025-07-28T07:52:04","modified_gmt":"2025-07-28T07:52:04","slug":"coreweave-planuje-nova-datova-centra-pro-umelou-inteligenci-valcuje-wall-street","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/07\/28\/coreweave-planuje-nova-datova-centra-pro-umelou-inteligenci-valcuje-wall-street\/","title":{"rendered":"CoreWeave pl\u00e1nuje nov\u00e1 datov\u00e1 centra pro um\u011blou inteligenci, v\u00e1lcuje Wall Street"},"content":{"rendered":"\n

Budoucnost um\u011bl\u00e9 inteligence nen\u00ed zalo\u017eena pouze na algoritmech, ale tak\u00e9 na fyzick\u00e9 infrastruktu\u0159e. CoreWeave, nyn\u00ed ve\u0159ejn\u011b obchodovan\u00e1 spole\u010dnost a jedno z nejdiskutovan\u011bj\u0161\u00edch jmen v cloudu AI, vstupuje do centra pozornosti s investic\u00ed ve v\u00fd\u0161i n\u011bkolika miliard dolar\u016f do revolu\u010dn\u00edho datov\u00e9ho centra v Pensylv\u00e1nii. Tento krok zd\u016fraz\u0148uje nejen raketov\u00fd r\u016fst spole\u010dnosti, ale tak\u00e9 ambice USA st\u00e1t se glob\u00e1ln\u00edm l\u00eddrem v infrastruktu\u0159e um\u011bl\u00e9 inteligence, vytv\u00e1\u0159en\u00ed pracovn\u00edch m\u00edst a technologick\u00e9 konkurenceschopnosti.<\/strong><\/p>\n\n\n\n

O spole\u010dnosti<\/strong><\/p>\n\n\n\n

Spole\u010dnost CoreWeave byla zalo\u017eena v roce 2017, p\u016fvodn\u011b pod n\u00e1zvem Atlantic Crypto, a jej\u00ed po\u010d\u00e1tky sahaj\u00ed do gar\u00e1\u017ee v New Jersey, kde se v\u011bnovala t\u011b\u017eb\u011b kryptom\u011bny Ethereum pomoc\u00ed grafick\u00fdch karet. Kdy\u017e z\u00e1jem o kryptom\u011bny opadl, spole\u010dnost zm\u011bnila sm\u011br a za\u010dala budovat cloudovou infrastrukturu zalo\u017eenou na GPU, kter\u00e1 je nezbytn\u00e1 pro v\u00fdpo\u010detn\u011b n\u00e1ro\u010dn\u00e9 \u00fakoly, jako je um\u011bl\u00e1 inteligence, strojov\u00e9 u\u010den\u00ed a vizu\u00e1ln\u00ed efekty. Kl\u00ed\u010dov\u00fd zlom nastal v roce 2019, kdy se spole\u010dnost definitivn\u011b vzdala kryptom\u011bn a za\u010dala nab\u00edzet specializovan\u00e9 GPU slu\u017eby v cloudu. Po letech 2023 a 2024 n\u00e1sledovala rychl\u00e1 expanze, \u0159ada investi\u010dn\u00edch kol a v\u00fdstavba des\u00edtek datov\u00fdch center po cel\u00fdch Spojen\u00fdch st\u00e1tech. CoreWeave tak upevnil svou pozici jednoho z p\u0159edn\u00edch hr\u00e1\u010d\u016f v oblasti AI infrastruktury.<\/p>\n\n\n\n

S\u00e1zka v hodnot\u011b 6 miliard dolar\u016f<\/strong><\/p>\n\n\n\n

Na za\u010d\u00e1tku \u010dervence spole\u010dnost CoreWeave ozn\u00e1mila sv\u016fj z\u00e1m\u011br investovat a\u017e 6 miliard dolar\u016f do vybudov\u00e1n\u00ed \u0161pi\u010dkov\u00e9ho datov\u00e9ho centra zam\u011b\u0159en\u00e9ho na um\u011blou inteligenci v Lancasteru v Pensylv\u00e1nii. Nov\u00e9 centrum m\u00e1 b\u00fdt jedn\u00edm z nejv\u011bt\u0161\u00edch sv\u00e9ho druhu v regionu a m\u00e1 pracovat s v\u00fdkonem 100 megawatt\u016f. V p\u0159\u00edpad\u011b rostouc\u00ed popt\u00e1vky se pl\u00e1nuje roz\u0161\u00ed\u0159en\u00ed a\u017e na 300 MW.<\/p>\n\n\n\n

Datov\u00e9 centrum bude slou\u017eit jako d\u016fle\u017eit\u00fd uzel pro zpracov\u00e1n\u00ed n\u00e1ro\u010dn\u00fdch \u00faloh v oblasti um\u011bl\u00e9 inteligence a m\u00e1 slou\u017eit klient\u016fm z USA i zahrani\u010d\u00ed. O\u010dek\u00e1v\u00e1 se, \u017ee projekt po uveden\u00ed do provozu vytvo\u0159\u00ed p\u0159ibli\u017en\u011b 600 pracovn\u00edch m\u00edst ve stavebnictv\u00ed a zam\u011bstn\u00e1 p\u0159ibli\u017en\u011b 70 technick\u00fdch a provozn\u00edch pracovn\u00edk\u016f, s c\u00edlem zv\u00fd\u0161it tento po\u010det na 175. Ekonomick\u00fd p\u0159\u00ednos v\u0161ak p\u016fjde nad r\u00e1mec samotn\u00e9ho centra. Z investice budou m\u00edt prosp\u011bch tak\u00e9 m\u00edstn\u00ed dodavatel\u00e9, v\u00fdrobci a poskytovatel\u00e9 slu\u017eeb.<\/p>\n\n\n\n

Do projektu jsou zapojeny tak\u00e9 Chirisa Technology Parks a Machine Investment Group. D\u016fraz je kladen nejen na technologickou \u00farove\u0148 projektu, ale tak\u00e9 na n\u00e1bor kvalifikovan\u00e9 pracovn\u00ed s\u00edly a aktivn\u00ed zapojen\u00ed m\u00edstn\u00ed komunity. Ozn\u00e1men\u00e1 investice p\u0159it\u00e1hla pozornost st\u00e1tn\u00edch a feder\u00e1ln\u00edch vl\u00e1dn\u00edch \u00fa\u0159edn\u00edk\u016f, kte\u0159\u00ed v n\u00ed vid\u00ed p\u0159\u00edle\u017eitost p\u0159em\u011bnit Pensylv\u00e1nii na d\u016fle\u017eit\u00fd region pro um\u011blou inteligenci a energetick\u00e9 inovace a tak\u00e9 pos\u00edlit technologickou konkurenceschopnost USA.<\/p>\n\n\n\n

Nejist\u00e9 IPO a prudk\u00fd r\u016fst akci\u00ed<\/strong><\/p>\n\n\n\n

Spole\u010dnost CoreWeave vstoupila na burzu v b\u0159eznu 2025 a za\u010dala se obchodovat na burze Nasdaq pod tickerem „CRWV“. V r\u00e1mci sv\u00e9 po\u010d\u00e1te\u010dn\u00ed ve\u0159ejn\u00e9 nab\u00eddky akci\u00ed (IPO) prodala 37,5 milionu akci\u00ed za cenu 40 USD za kus, \u010d\u00edm\u017e z\u00edskala 1,5 miliardy USD. Jednalo se o nejv\u011bt\u0161\u00ed technologick\u00e9 IPO v USA od roku 2021, a\u010dkoli stanoven\u00e1 cena byla na spodn\u00ed hranici o\u010dek\u00e1van\u00e9ho rozp\u011bt\u00ed.<\/p>\n\n\n\n

Navzdory opatrn\u00e9mu za\u010d\u00e1tku akcie brzy prudce vzrostly. Tr\u017en\u00ed hodnota spole\u010dnosti vzrostla z 26,5 miliardy dolar\u016f na t\u00e9m\u011b\u0159 70 miliard dolar\u016f b\u011bhem n\u011bkolika m\u011bs\u00edc\u016f. Cena akci\u00ed vzrostla t\u00e9m\u011b\u0159 \u010dty\u0159n\u00e1sobn\u011b a ve sv\u00e9m dosud nejvy\u0161\u0161\u00edm bod\u011b (20. \u010dervna 2025) byla t\u00e9m\u011b\u0159 o 370 % vy\u0161\u0161\u00ed ne\u017e emisn\u00ed cena.[8]<\/a>*<\/p>\n\n\n\n

Tento rychl\u00fd r\u016fst byl zp\u016fsoben rozs\u00e1hl\u00fdm pronajat\u00fdm v\u00fdpo\u010detn\u00edm v\u00fdkonem, strategick\u00fdmi partnerstv\u00edmi se spole\u010dnostmi, jako jsou OpenAI, Microsoft a Nvidia, a tak\u00e9 n\u011bkolikan\u00e1sobn\u00fdm nav\u00fd\u0161en\u00edm kapit\u00e1lu. CoreWeave se tak za\u0159adila mezi v\u00fdjime\u010dn\u00e9 ve\u0159ejn\u011b obchodovan\u00e9 spole\u010dnosti, kter\u00e9 nab\u00edzej\u00ed investor\u016fm p\u0159\u00edmou p\u0159\u00edle\u017eitost vyu\u017e\u00edt boom um\u011bl\u00e9 inteligence ve sv\u016fj prosp\u011bch.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

V\u00fdvoj ceny akci\u00ed CoreWeave od IPO (Zdroj: tradingview.com)*<\/em><\/p>\n\n\n\n

Finan\u010dn\u00ed v\u00fdsledky: explozivn\u00ed r\u016fst za cenu vysok\u00fdch v\u00fddaj\u016f<\/strong><\/p>\n\n\n\n

Spole\u010dnost CoreWeave vyk\u00e1zala v prvn\u00edm \u010dtvrtlet\u00ed roku 2025 tr\u017eby ve v\u00fd\u0161i 981,6 milionu USD, co\u017e p\u0159edstavuje meziro\u010dn\u00ed n\u00e1r\u016fst o 420 %. P\u0159esto zaznamenala ztr\u00e1tu ve v\u00fd\u0161i 314,6 milionu USD, kter\u00e1 byla zp\u016fsobena p\u0159edev\u0161\u00edm vysok\u00fdmi provozn\u00edmi n\u00e1klady a jednor\u00e1zov\u00fdmi n\u00e1klady souvisej\u00edc\u00edmi s IPO.<\/p>\n\n\n\n

Za cel\u00fd rok 2024 spole\u010dnost vyk\u00e1zala tr\u017eby ve v\u00fd\u0161i 1,92 miliardy USD, co\u017e p\u0159edstavuje n\u00e1r\u016fst o 737 % ve srovn\u00e1n\u00ed s rokem 2023. Hlavn\u00edm tahounem tohoto r\u016fstu byli velc\u00ed klienti, p\u0159i\u010dem\u017e samotn\u00fd Microsoft p\u0159edstavoval 62 % vyu\u017eit\u00ed kapacity. I kdy\u017e se jedn\u00e1 o d\u016fkaz siln\u00fdch partnerstv\u00ed, tak vysok\u00e1 z\u00e1vislost na jedin\u00e9m z\u00e1kazn\u00edkovi p\u0159edstavuje tak\u00e9 riziko z hlediska diverzifikace p\u0159\u00edjm\u016f.<\/p>\n\n\n\n

Podle odhad\u016f veden\u00ed by tr\u017eby v roce 2025 mohly dos\u00e1hnout a\u017e 5,1 miliardy dolar\u016f. O\u010dek\u00e1v\u00e1 se, \u017ee kapit\u00e1lov\u00e9 v\u00fddaje z\u016fstanou siln\u00e9 a o\u010dek\u00e1vaj\u00ed, \u017ee se budou pohybovat v rozmez\u00ed 20 a\u017e 23 miliard dolar\u016f. [1] T\u00edmto zp\u016fsobem CoreWeave pokra\u010duje v budov\u00e1n\u00ed nov\u00e9 generace datov\u00fdch center a upev\u0148uje svou pozici l\u00eddra v cloudu AI.<\/p>\n\n\n\n

Z\u00e1v\u011br<\/strong><\/p>\n\n\n\n

Masivn\u00ed investice spole\u010dnosti CoreWeave v Pensylv\u00e1nii je jasn\u00fdm sign\u00e1lem jej\u00edch ambic\u00ed a tak\u00e9 rostouc\u00edho v\u00fdznamu infrastruktury um\u011bl\u00e9 inteligence v glob\u00e1ln\u00edm technologick\u00e9m z\u00e1vod\u011b. P\u0159esto\u017ee \u010del\u00ed v\u00fdzv\u00e1m rychl\u00e9 expanze, v\u010detn\u011b vysok\u00fdch kapit\u00e1lov\u00fdch n\u00e1klad\u016f a z\u00e1vislosti na kl\u00ed\u010dov\u00fdch z\u00e1kazn\u00edc\u00edch, jej\u00ed rostouc\u00ed s\u00ed\u0165 center, partnerstv\u00ed s technologick\u00fdmi l\u00eddry a pozitivn\u00ed reakce trhu ji \u0159ad\u00ed mezi nejd\u016fle\u017eit\u011bj\u0161\u00ed hr\u00e1\u010de v budoucnosti AI. CoreWeave z\u016fstane spole\u010dnost\u00ed, kterou stoj\u00ed za to sledovat i v nadch\u00e1zej\u00edc\u00edch letech.<\/p>\n\n\n\n

Adam Austera, analytik <\/strong>Ozios<\/strong><\/a><\/p>\n\n\n\n

Foto: AdobeStock<\/em><\/p>\n\n\n\n

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Budoucnost um\u011bl\u00e9 inteligence nen\u00ed zalo\u017eena pouze na algoritmech, ale tak\u00e9 na fyzick\u00e9 infrastruktu\u0159e. CoreWeave, nyn\u00ed ve\u0159ejn\u011b obchodovan\u00e1 spole\u010dnost a jedno<\/p>\n","protected":false},"author":1,"featured_media":2128,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[269,353,190,354,267],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2126"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2126"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2126\/revisions"}],"predecessor-version":[{"id":2129,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2126\/revisions\/2129"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2128"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}