CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside? - The Globe and Mail
CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside? - The Globe and Mail
摘要: This section contains press releases and other materials from third parties (including paid content). The Globe and Mail has not reviewed this content
正文
This section contains press releases and other materials from third parties (including paid content). The Globe and Mail has not reviewed this content. Please see
disclaimer
.
CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside?
Motley Fool -
Fri Aug 21, 1:29PM CDT
Key Points
Nebius and CoreWeave are each dependent on a few large clients.
Nebius is projected to grow at a faster pace.
10 stocks we like better than CoreWeave ›
CoreWeave
(NASDAQ: CRWV)
(NASDAQ: NBIS)
are two of the most popular picks in the artificial intelligence (AI) cloud infrastructure space. So far, they've been strong stock picks in 2026, with CoreWeave rising about 30% and Nebius nearly tripling, at a 196% gain. While Nebius has clearly been the better performer so far this year, that may not be the case moving forward.
Image source: Getty Images.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.
Continue »
Both companies are dependent on more AI spending
CoreWeave and Nebius are both neocloud providers, offering
cloud computing services
specifically tailored for AI workloads. While the nuts and bolts behind their products are different, they each serve hyperscalers by offering them increased computing capacity. Two of their biggest clients are
Microsoft
(NASDAQ: MSFT)
Meta Platforms
(NASDAQ: META)
, which each have
massive in-house computing capacity of their own.
This may seem odd for these two to rent computing capacity from neoclouds when they have so much, but the reality is that they don't have enough to meet demand. Their deals also allow Meta and Microsoft to scale their usage up or down depending on demand, giving them some flexibility, but that also increases the risk Nebius and CoreWeave take