CoreWeave and Nebius Group: AI Growth Stocks to Watch
CoreWeave (NASDAQ: CRWV) has transformed from an Ethereum mining company to a major player in AI processing, expanding from three data centers in 2022 to 43 by early 2026. The company has installed over 250,000 Nvidia GPUs, enabling it to process AI tasks 35 times faster and 80% cheaper than major competitors like Amazon Web Services. CoreWeave’s revenue skyrocketed from $16 million in 2022 to $5.1 billion in 2025, with projections estimating a surge to $36.7 million by 2028. Despite its rapid growth, the company carries significant debt, with a debt-to-equity ratio of 13.8, and remains unprofitable.
Nebius Group (NASDAQ: NBIS), formerly Yandex, has pivoted to focus on cloud-based AI infrastructure, relocating to the Netherlands and transforming its operations post-2022 sanctions. It operates a data center in Finland and is expanding with another in New Jersey. Nebius has seen revenue increase by 351% to $530 million in 2025, with expectations of reaching $10.1 billion by 2027. Although it’s unprofitable, Nebius has a more manageable debt-to-equity ratio of 1.7 and trades at 14 times this year’s sales, suggesting stronger growth potential compared to CoreWeave.
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