NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?

Key Takeaways Nebius aims for 2.5 GW of contracted AI power by 2026, boosting its infrastructure footprint.Nebius booked $3B and $17.4-$19.4B hyperscale deals with Meta and Microsoft.Alphabet cloud revenues grew 33.5% YoY, leveraging Gemini AI and custom GPU hardware.The AI revolution is creating a new investment battleground, not in flashy apps or models, but in the infrastructure that powers them. Compute capacity, GPU clusters and hyperscale cloud platforms have become the real engines of AI growth. In t ...