CoreWeave vs. Nebius: Which AI Infrastructure Stock is the Better Buy?
Key Takeaways CRWV revenue up 134% YoY in Q3 as AI cloud demand, data center capacity and major partnerships surged.NBIS raised CapEx to about $5B to expand power capacity, but delays forced lower 2025 revenue guidance.NBIS' long-term hyperscale deals with Meta and Microsoft boost visibility amid execution risks.As AI adoption continues to surge, companies that provide the infrastructure powering large-scale models are increasingly in the spotlight. Two names that have captured investor interest are CoreWea ...