AI Stock Growth: Nebius vs. CoreWeave
Investors are focusing on AI stocks poised for significant growth as the demand for training and inference capacities soars. Key players in this field, Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV), are attracting attention due to their innovative offerings. In the latest quarter, Nebius reported over 300% revenue growth and secured major deals with Microsoft valued at $19.4 billion and Meta Platforms for $3 billion. CoreWeave also experienced a 133% revenue increase.
Both companies are under pressure to invest heavily in infrastructure to meet increasing demand, with Nebius recently raising over $4 billion in funding. Despite a more favorable financial outlook, analysts predict a stronger price target for Nebius, forecasting a potential 67% increase compared to CoreWeave’s 43% expected growth. As such, Nebius may represent a more attractive long-term investment opportunity in the AI sector.
