AI Infrastructure Stocks: Nebius Group vs. CoreWeave Surge Amid Computing Demand Boom
The artificial intelligence revolution has ignited an insatiable demand for computing power, propelling infrastructure providers Nebius Group and CoreWeave to staggering growth. Nebius shares have skyrocketed over 300% year-to-date, while CoreWeave—which pivoted from crypto mining to AI infrastructure—has seen its stock triple since its March IPO at $40.
CoreWeave's transformation proves particularly striking. Quarterly revenue leaped from $395 million to $1.2 billion as clients like OpenAI committed billions to secure GPU capacity. The company now forecasts annual sales exceeding initial projections, though the truncated article leaves exact figures undisclosed.
Both firms ride the tailwind of relentless AI investment, with no slowdown in tech spending visible. The infrastructure race raises critical questions about sustainable valuation multiples and capacity constraints in an industry where demand currently outstrips supply.
