From Nasdaq: 2025-05-28 09:33:00

CoreWeave, Inc. (CRWV) and Nebius Group N.V. (NBIS) are AI-focused cloud infrastructure providers challenging traditional hyperscalers like AWS and Azure. Spending on AI infrastructure is projected to surpass $200 billion by 2028, benefiting both companies. However, CRWV outperformed Nebius in revenue growth, making it a more attractive stock pick.

CoreWeave (CRWV) excels in AI cloud solutions, boasting a 420% revenue increase year over year and strategic partnerships with NVIDIA. Despite strong growth, high capital expenditures and interest expenses are investor concerns. Additionally, customer concentration and macroeconomic uncertainties pose risks, but the company remains positioned for further expansion.

Nebius Group N.V. (NBIS) reported a 385% revenue growth in Q1 2025, driven by AI infrastructure demand. Technical enhancements to improve reliability and reduce downtime have boosted customer retention. While profitability remains a challenge, NBIS’s global footprint expansion and partnerships with NVDA show promise for future growth.

In the past month, CRWV surged 189.6% while NBIS rose 66.9%. Both stocks hold a Zacks Rank #3 (Hold). Despite both companies aggressively scaling to meet AI infrastructure demand, NBIS appears to be a more compelling investment opportunity at this stage due to its full-stack AI cloud platform and expanding global footprint.

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Read more at Nasdaq: CoreWeave vs. Nebius: Which AI Infrastructure Stock Is the Better Buy?