Key Points Companies such as CoreWeave, Nebius Group, and Oracle witnessed pronounced stock activity as their infrastructure services are useful for AI's biggest developers. Another company seeking to disrupt the AI infrastructure landscape is Iren. Iren was once a Bitcoin miner, but is now focusing on procuring GPUs to help fill AI compute bottlenecks. 10 stocks we like better than Iren › In a market where nearly every discussion about artificial intelligence (AI) circles back to the "Magnificen ...

RT Brody Ford (@BrodyFord_)Microsoft is spending over $33 billion on neocloud companies like Coreweave and Nebius to cope with a shortage in data center space. https://t.co/58J4S7MSxr ...

CoreWeave Inc. on September 30 signed an agreement to provide Meta Platforms Inc. with up to $14.2 billion in computing power, underscoring the significant expenses involved in creating and operating advanced AI models.Following the announcement, CoreWeave’s shares jumped over 15% on Wall Street.This new deal follows closely on the heels of CoreWeave’s third multi-billion dollar cloud expansion deal with OpenAI, announced just a week earlier, aimed at supporting the ChatGPT developer’s computational require ...

Hello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy. Previously, I have done internships in private equity (technology buyouts) and venture capital (seed-stage space-tech and climate-tech) at small boutiques. I primarily invest in growth stocks, with a focus on highly innovative sectors, particularly tech and energy. My portfolio consists of mainly high-conviction growth plays - ranging fr ...

Core Viewpoint - Nvidia and OpenAI have formed a $100 billion partnership, which is expected to significantly impact the cloud computing industry and create substantial new business opportunities [1] Company Summary - An analyst has upgraded CoreWeave's stock to a buy rating, indicating confidence in the company's potential to benefit from the growing demand in the neocloud sector [1]

Group 1 - Loop Capital initiated coverage of CoreWeave (NASDAQ: CRWV) with a Buy rating and a $165 price target, emphasizing the company's strong position among emerging "Neocloud" providers [1] - CoreWeave has established itself as a key partner to Nvidia, hyperscalers, and major AI labs, including frontier model developers, indicating a robust network and collaboration in the industry [1] - Wall Street has yet to fully appreciate the commitment of these groups to advancing innovation as Nvidia's Blackwell platform ramps up and new sovereign markets emerge [1] Group 2 - Loop projected 2027 revenue of $17.9 billion and EBITDA of $12.8 billion, slightly ahead of consensus, indicating strong growth expectations for the company [2] - The valuation of CoreWeave is set at 10x its 2027 EV/EBITDA estimates, reflecting a positive outlook on its financial performance [2] - These forecasts are expected to become increasingly relevant as the company executes on growth plans heading into 2026 [2]

Core Insights - The race for AI dominance is intensifying geopolitical rivalries as countries aim to leverage AI for economic growth and influence [1] - Nvidia Corp. is investing £500 million ($683 million) in Nscale, which is part of a larger AI infrastructure buildout valued at up to £11 billion [2] - Nscale is a new generation "neocloud" firm focused on AI and data-intensive workloads, attracting significant investment despite being a newcomer [3] Company Developments - Nscale is responsible for securing Nvidia GPUs, land for facilities, and sourcing electricity for its data centers, with a need for regular hardware upgrades [4] - Nscale's CEO framed recent announcements as a victory for British tech, emphasizing the company's role in creating important technology [5] - Nvidia's CEO expressed amazement at Nscale's rapid growth, highlighting the startup's unique trajectory [6] Industry Context - Nscale was spun out of Arkon Energy, which provided infrastructure for cryptocurrency mining, and launched in May 2024 [7] - Other companies like CoreWeave and Nebius Group are also emerging from the crypto sector, indicating a trend of leveraging crypto experience for AI infrastructure [7]

Core Viewpoint - BluSky AI Inc. is set to present at the Emerging Growth Conference, showcasing its advancements in AI infrastructure and services, particularly focusing on its SkyMod data centers and GPU-as-a-Service offerings [3][4]. Company Overview - BluSky AI Inc. is headquartered in Salt Lake City, Utah, and operates as a Neocloud company designed for artificial intelligence through rapidly deployable SkyMod data centers [2][7]. - The company's SkyMods are described as next-generation, scalable AI Factories that provide GPU-as-a-Service, aimed at optimizing energy and speed-to-market for high-performance infrastructure [2][7]. Conference Details - The Emerging Growth Conference will take place on September 24, 2025, featuring a live presentation by CEO Trent D'Ambrosio at 11:25 AM Eastern Time, followed by a Q&A session [3][4]. - The conference aims to connect growth-stage companies with individual and institutional investors, providing a platform for companies to present their strategic developments [3][8]. Engagement Opportunities - Attendees will have the chance to engage directly with the CEO during the live Q&A, allowing for insights into the company's operational momentum and long-term vision [4][5]. - Questions can be submitted in advance or asked live during the event, enhancing interaction between the company and its stakeholders [5]. Accessibility - For those unable to attend the live event, an archived webcast will be available on EmergingGrowth.com and the Emerging Growth YouTube Channel [6].

Core Insights - Oracle's stock surged 41%, marking the largest intraday increase since 1992, driven by a significant rise in cloud computing business and a record increase in unrecognized revenue [1][3][6] - The company's unrecognized revenue (RPO) reached $455 billion, tripling from three months prior and exceeding analyst expectations of $180 billion [1][3][6] - Oracle anticipates cloud infrastructure revenue to reach $18 billion in FY2026, accelerating to $144 billion over the next four years [1][6] Neocloud Trend - The rise of Neocloud companies, which focus solely on GPU cloud services, is reshaping the cloud computing landscape, with Oracle positioning itself similarly after falling behind in general IaaS competition [1][10][19] - Neocloud representatives like CoreWeave and Nebius have seen stock increases of 192.55% and 237.15% respectively this year [2][10] AI and GPU Demand - The explosive growth in Oracle's RPO is primarily driven by AI computing needs, with a notable contract with OpenAI contributing significantly to this increase [3][7][10] - Oracle signed a five-year contract worth $300 billion with OpenAI, which accounts for 94.6% of the new RPO this quarter [7][10] Market Dynamics - The cloud service market is undergoing a transformation, with traditional giants like AWS, Azure, and GCP losing some ground to emerging players who are securing GPU resources more effectively [10][11][18] - The competition for GPU resources is fierce, with smaller players like Oracle and Neocloud companies gaining a larger share of GPU procurement compared to the traditional giants [10][11] Financial Strategies - Neocloud companies are adopting innovative financial strategies, such as GPU-backed debt financing, to secure more GPU resources and maintain competitive advantages [16][17] - This financial model allows them to leverage future cash flows from GPU rentals to fund further GPU purchases, creating a cycle of growth [17][18]

Core Insights - Nvidia has seen a significant increase in its market capitalization, reaching $4.2 trillion, largely due to its dominance in the AI landscape since the launch of ChatGPT [1][2] - CoreWeave is a prominent player in the Nvidia-backed data center stocks, but Nebius is emerging as a noteworthy competitor [1][3] Nvidia's Strategic Relationships - Nvidia has established strategic partnerships that have contributed to its growth, including investments in companies like CoreWeave and Nebius [2][3] - Nebius, which recently went public after a spin-off from Yandex, raised $700 million in a private placement with Nvidia's participation [6] Nebius Overview - Nebius operates as a neocloud, providing access to Nvidia's GPUs through a cloud-based infrastructure services platform [7] - The company competes with CoreWeave and Oracle in the infrastructure-as-a-service market, indicating a growing demand for such services [7] Market Trends and Investment Potential - Major cloud hyperscalers like Microsoft, Alphabet, and Amazon are projected to spend approximately $260 billion on capital expenditures in 2023, with a significant portion directed towards AI data centers [8] - Meta Platforms' investment of $14.3 billion into Scale AI and its hiring initiatives highlight the increasing need for high-performance computing power in AI development [9] Financial Performance and Projections - Nebius reported an annual recurring revenue (ARR) run rate of $249 million, reflecting a 684% year-over-year growth, with management forecasting an ARR run rate between $750 million and $1 billion by year-end [11] - Analysts have set price targets for Nebius, with Goldman Sachs at $68 (28% upside) and Arete Research at $84 (nearly 60% discount) [12] Valuation and Market Position - Despite a 139% increase in Nebius' share price, the company is viewed as a potential bargain compared to peers like CoreWeave and Oracle [14][16] - Nebius is positioned to capitalize on the rising infrastructure spending and is seen as a disruptive force in the cloud infrastructure and AI data center markets [16]