Nebius vs. CoreWeave: Which AI Cloud Stock is the Better Bet?

Key Takeaways Nebius saw AI cloud revenue jump 830% YoY and 63% sequentially in Q4 amid strong demand.NBIS secured major deals from NVIDIA, Meta and Microsoft to expand AI capacity and partnerships.Nebius plans $16B-$20B capex in 2026, with losses expected as it scales infrastructure aggressively.The AI infrastructure boom is giving rise to a new wave of cloud challengers, with Nebius Group N.V. (NBIS) and CoreWeave, Inc. (CRWV) emerging as two prominent players in the race to power next-generation workload ...