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PR Newswire TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 07-30 20:04:00时区推断·⟳ 抓取 07-30 20:04:22·⚡ 决策 08-01 05:23:25 +1d09h·87.5 天前

Leidos与CoreWeave宣布合作开发美国国防与情报领域安全AI云服务

本次只是合作框架,PR原文明确仍需未来签署definitive agreements,未披露订单金额、采购承诺或收入分成。

📄 原文PR Newswire Technology↗ 原文
- New collaboration to deliver secure, mission-ready AI capacity and services for national security - CoreWeave to prov…
不做 CoreWeave(CRWV.US)
合作框架未披露金额且仍需未来正式协议;CRWV.US事件日已大涨21.51%,当前没有可回测的剩余正期望。
不做 Leidos(LDOS.US)
Leidos只是系统集成方且未披露合同金额,相对约172亿美元年收入缺少短周期可量化增量。
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 medium · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 2026-07-30 08:04 ET首发PR Newswire/Leidos一手源原文 ↗
    Leidos与CoreWeave宣布合作提供面向IC和国防任务的安全主权AI云服务,但未披露金额。
  2. 2026-07-30市场反应stock_tools.price_snapshot非一手
    CRWV.US事件日收涨21.51%,LDOS.US收跌1.71%;价格反应不支持当前再追入。
    市场反应:CRWV.US 2026-07-30收73.90美元,日涨21.51%;LDOS.US收112.41美元,日跌1.71%。
  3. 2026-07-31市场反应stock_tools.price_snapshot非一手
    LDOS.US次日反弹2.84%,但已过事件首个可交易窗口;CRWV.US快照未返回7月31日收盘。
    市场反应:LDOS.US 2026-07-31收115.60美元,日涨2.84%。

关键理由

  • 本次只是合作框架,PR原文明确仍需未来签署definitive agreements,未披露订单金额、采购承诺或收入分成。
  • CoreWeave Federal进入美国联邦市场的方向早在2025-10已公开,本条更多是新增系统集成伙伴而非新市场打开。
  • 截至研判时美股已完整交易两日,CRWV.US在事件日已大涨21.51%,剩余事件窗口难以界定为该合作带来的未定价edge。

主要风险

  • 若后续披露具体政府合同金额、拨款或云容量采购承诺,需要作为新事件重新评估。
  • CRWV.US当日大涨更可能叠加AI股逼仓/反弹与情绪修复,不能把价格反应完全归因于这份合作稿。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-30 · 影响 invalidates
    官方PR没有金额,且写明未来协议不保证完成,削弱可交易性。
    检索:Leidos CoreWeave definitive agreement amount government AI cloud July 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2025-10-28 · 影响 weakens
    CoreWeave进入联邦市场是旧战略,本次只是伙伴扩展,新增预期差不足。
    检索:CoreWeave Federal launch U.S. federal market Defense Industrial Base 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-30 · 影响 weakens
    CoreWeave近期融资成本与债务负担仍是反向约束,合作稿未抵消该基本面压力。
    检索:CoreWeave debt financing July 2026 investor pushback yield AI infrastructure 原文 ↗
  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB调用返回HTTP 504,未取得可改变交易结论的旧闻或敞口证据。
    检索:Leidos CoreWeave Federal collaboration sovereign AI cloud government defense intelligence July 2026 definitive agreement amount
工具调用 · 历史记录,结果未知(4 种)
  • stock_quote · 结果未知
  • kb_search · 结果未知
  • price_snapshot · 结果未知
  • search_processed_events · 结果未知

原文全文

展开原文 · 8,630 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. and LIVINGSTON, N.J., July 30, 2026 /PRNewswire/ -- 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.
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 for the quarter ended March 310, 2026, copies of which may be obtained by visiting CoreWeave's Investor Relations website at https://investors.coreweave.com or the SEC's website at www.sec.gov. Forward-looking statements speak only as of the date the statements are made and are based on information available to CoreWeave at the time those statements are made and/or management's good faith belief as of that time with respect to future events. CoreWeave assumes no obligation to update forward-looking statements to reflect events or circumstances after the date they were made, except as required by law.
Media Contacts:
Leidos
Todd Blecher
(571) 926-3822
[email protected]
CoreWeave
[email protected]
SOURCE Leidos Holdings Inc.

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