🏢 官网IRCoreWeave, Inc. IRCodex · 实盘不做把握 7/10
北京时间·🕒 发布 20:00:00(美东 08:00)·⟳ 抓取 20:04:50 +4m50s·⚡ 决策 07-30 20:06:06 +1m16s·89.0 天前
CoreWeave与Leidos宣布合作推进美国情报和国防AI云服务
这是双方官方宣布的AI云与任务集成合作,方向上有利于CoreWeave拓展联邦和国防场景,也有利于Leidos强化AI任务集成交付能力。
📄 原文CoreWeave, Inc. IR↗ 原文
New collaboration to deliver secure, mission-ready AI capacity and services for national security CoreWeave to provide…
不做 CoreWeave(CRWV.US)
未披露订单金额、采购承诺或 definitive agreement,属于软性战略合作,无法量化短期收入增量,不做。
不做 Leidos(LDOS.US)
合作方向正面但对Leidos 172亿美元年收入基数缺少可量化新增合同,短线重定价边际不足,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是双方官方宣布的AI云与任务集成合作,方向上有利于CoreWeave拓展联邦和国防场景,也有利于Leidos强化AI任务集成交付能力。
- 公告未披露订单金额、采购承诺、收入分成、合同期限或已获政府项目,且明确未来交易仍取决于 definitive agreements。
- 当前更接近战略合作和市场宣传,无法量化短期收入、利润或订单增量,不足以形成可回测正期望交易。
主要风险
- 若后续披露正式政府合同、预算金额或已授标项目,需要作为新催化重新评估。
- 仅凭合作框架追多容易遇到盘前情绪高开后回落。
原文全文
展开原文 · 8,000 字
New collaboration to deliver secure, mission-ready AI capacity and services for national security
CoreWeave to provide AI-native platform, Leidos to lead mission integration, secure architecture
RESTON, Va. & LIVINGSTON, N.J.--(BUSINESS WIRE)--
Responding to the rapidly growing need for secure artificial intelligence (AI) technology dedicated to the U.S. Intelligence Community (IC) and Department of War’s (DoW) unique requirements, Leidos (NYSE: LDOS), a leader in national security mission solutions, and
CoreWeave
(Nasdaq: CRWV), The Essential Cloud for AI™, are teaming up to provide secure, sovereign AI cloud services that can be used to help federal agencies build, train, deploy, and operate AI at mission scale.
This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20260730120719/en/
The collaboration combines Leidos’ decades of experience delivering mission-critical systems for the U.S. government with CoreWeave’s AI-native cloud platform trusted by leading AI builders. Together the two companies aim to help turn AI into an operational advantage for the United States.
The IC and DoW are at an inflection point where AI-driven analysis has become a defining competitive advantage in national security. As a result, highly secure AI cloud capacity dedicated to U.S. government workloads is a top government priority. Together, Leidos and CoreWeave intend to bring dedicated, sovereign AI cloud services to IC and DoW missions, built with the same technology stack used for the most advanced AI deployments, and adapt the capabilities to meet the unique security, classification, and operational requirements of national security organizations. Features envisioned include:
Classified AI Cloud Services
– Secure environments for model training, fine-tuning, evaluation, deployment, and continuous monitoring.
Intelligence Analyst Augmentation
– AI-powered workflows for fusing intel from multiple sources, imagery analysis and exploitation, and decision support among others.
Cyber AI Ranges
– Cyber simulation, autonomous defense testing, threat modeling, vulnerability prioritization, and adversarial AI evaluation.
Synthetic Data and Simulation
– Secure generation of mission-relevant data, digital twins, and simulation environments for training and operational planning.
Edge
-
to-Cloud AI Orchestration –
Connect a centralized AI cloud platform with forward-deployed, disconnected, and tactical environments.
“Combining CoreWeave’s AI cloud platform with our mission-grade federal integration accelerates delivery for IC and DoW priorities, expanding our nation’s AI superiority,” said Jason O’Connor, president, Leidos Intelligence. “This is the next evolution of mission technology—sovereign AI compute at scale, secure by design, mission integrated, operationally resilient, and ready for the realities of classified national security work. That is what our team will provide to our government partners.”
“Artificial intelligence is becoming foundational to our nation, and federal teams need secure, scalable platforms to operationalize it,” said Sachin Jain, chief operating officer, CoreWeave. “CoreWeave is trusted by many of the world’s leading AI organizations to power the most complex workloads. Through CoreWeave Federal and our collaboration with Leidos, we intend to extend those capabilities to highly secure government environments with the performance, resilience, and operational rigor these missions require.”
Within Sensitive Compartmented Information Facilities (SCIF)- accredited data centers, CoreWeave plans to offer its AI-native cloud platform including purpose-built infrastructure, advanced networking, AI-optimized storage, and cloud-native orchestration for training and inference workloads. Leidos will lead mission integration, secure architecture accreditation support, cyber operations, data engineering, and customer delivery for intelligence and defense programs.
Together, the companies expect to accelerate delivery of mission-applied AI capabilities aligned with the unique needs of national security, and provide potential solutions to unify fragmented AI infrastructure and architectures in multiple domains.
The combined capabilities will be designed with federal security controls, auditability, model governance, data protection, and mission continuity as foundational requirements. Compute deployment and architecture will be determined by mission requirements and federal appropriation priorities.
The collaboration builds on the recent launch of
CoreWeave Federal
, CoreWeave’s dedicated business focused on delivering AI cloud services to U.S. government agencies and the Defense Industrial Base.
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with more than 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit
www.Leidos.com
.
About CoreWeave
CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at
www.coreweave.com
.
Leidos Forward-Looking Statement
Certain statements in this announcement constitute “forward-looking statements” within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management’s current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the “Risk Factors” set forth in Leidos’ Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.
CoreWeave Forward-Looking Statement
This press release contains “forward-looking statements” within the meaning of applicable securities laws. These statements include statements related to the provision of CoreWeave’s AI cloud services to the U.S. government, the collaboration between CoreWeave and Leidos, and CoreWeave’s ability to meet government contracting requirements for such workloads as described in this press release. The forward-looking statements made in this press release are subject to the execution of definitive agreements in the future. There can be no assurance that such definitive agreements will be finalized or that the contemplated transactions will be completed on the terms described, in a timely manner, or at all. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors. The risks and uncertainties that could cause actual results to differ from the results predicted are more fully detailed in CoreWeave’s filings with the SEC under the caption “Risk Factors”, including in its
Quarterly
Report on Form 10-Q filed with the SEC
CoreWeave to provide AI-native platform, Leidos to lead mission integration, secure architecture
RESTON, Va. & LIVINGSTON, N.J.--(BUSINESS WIRE)--
Responding to the rapidly growing need for secure artificial intelligence (AI) technology dedicated to the U.S. Intelligence Community (IC) and Department of War’s (DoW) unique requirements, Leidos (NYSE: LDOS), a leader in national security mission solutions, and
CoreWeave
(Nasdaq: CRWV), The Essential Cloud for AI™, are teaming up to provide secure, sovereign AI cloud services that can be used to help federal agencies build, train, deploy, and operate AI at mission scale.
This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20260730120719/en/
The collaboration combines Leidos’ decades of experience delivering mission-critical systems for the U.S. government with CoreWeave’s AI-native cloud platform trusted by leading AI builders. Together the two companies aim to help turn AI into an operational advantage for the United States.
The IC and DoW are at an inflection point where AI-driven analysis has become a defining competitive advantage in national security. As a result, highly secure AI cloud capacity dedicated to U.S. government workloads is a top government priority. Together, Leidos and CoreWeave intend to bring dedicated, sovereign AI cloud services to IC and DoW missions, built with the same technology stack used for the most advanced AI deployments, and adapt the capabilities to meet the unique security, classification, and operational requirements of national security organizations. Features envisioned include:
Classified AI Cloud Services
– Secure environments for model training, fine-tuning, evaluation, deployment, and continuous monitoring.
Intelligence Analyst Augmentation
– AI-powered workflows for fusing intel from multiple sources, imagery analysis and exploitation, and decision support among others.
Cyber AI Ranges
– Cyber simulation, autonomous defense testing, threat modeling, vulnerability prioritization, and adversarial AI evaluation.
Synthetic Data and Simulation
– Secure generation of mission-relevant data, digital twins, and simulation environments for training and operational planning.
Edge
-
to-Cloud AI Orchestration –
Connect a centralized AI cloud platform with forward-deployed, disconnected, and tactical environments.
“Combining CoreWeave’s AI cloud platform with our mission-grade federal integration accelerates delivery for IC and DoW priorities, expanding our nation’s AI superiority,” said Jason O’Connor, president, Leidos Intelligence. “This is the next evolution of mission technology—sovereign AI compute at scale, secure by design, mission integrated, operationally resilient, and ready for the realities of classified national security work. That is what our team will provide to our government partners.”
“Artificial intelligence is becoming foundational to our nation, and federal teams need secure, scalable platforms to operationalize it,” said Sachin Jain, chief operating officer, CoreWeave. “CoreWeave is trusted by many of the world’s leading AI organizations to power the most complex workloads. Through CoreWeave Federal and our collaboration with Leidos, we intend to extend those capabilities to highly secure government environments with the performance, resilience, and operational rigor these missions require.”
Within Sensitive Compartmented Information Facilities (SCIF)- accredited data centers, CoreWeave plans to offer its AI-native cloud platform including purpose-built infrastructure, advanced networking, AI-optimized storage, and cloud-native orchestration for training and inference workloads. Leidos will lead mission integration, secure architecture accreditation support, cyber operations, data engineering, and customer delivery for intelligence and defense programs.
Together, the companies expect to accelerate delivery of mission-applied AI capabilities aligned with the unique needs of national security, and provide potential solutions to unify fragmented AI infrastructure and architectures in multiple domains.
The combined capabilities will be designed with federal security controls, auditability, model governance, data protection, and mission continuity as foundational requirements. Compute deployment and architecture will be determined by mission requirements and federal appropriation priorities.
The collaboration builds on the recent launch of
CoreWeave Federal
, CoreWeave’s dedicated business focused on delivering AI cloud services to U.S. government agencies and the Defense Industrial Base.
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with more than 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit
www.Leidos.com
.
About CoreWeave
CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at
www.coreweave.com
.
Leidos Forward-Looking Statement
Certain statements in this announcement constitute “forward-looking statements” within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management’s current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the “Risk Factors” set forth in Leidos’ Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.
CoreWeave Forward-Looking Statement
This press release contains “forward-looking statements” within the meaning of applicable securities laws. These statements include statements related to the provision of CoreWeave’s AI cloud services to the U.S. government, the collaboration between CoreWeave and Leidos, and CoreWeave’s ability to meet government contracting requirements for such workloads as described in this press release. The forward-looking statements made in this press release are subject to the execution of definitive agreements in the future. There can be no assurance that such definitive agreements will be finalized or that the contemplated transactions will be completed on the terms described, in a timely manner, or at all. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors. The risks and uncertainties that could cause actual results to differ from the results predicted are more fully detailed in CoreWeave’s filings with the SEC under the caption “Risk Factors”, including in its
Quarterly
Report on Form 10-Q filed with the SEC
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