Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is recognized as a promising cloud stock, having been selected by the Israel Innovation Authority to develop the national supercomputer infrastructure for AI [1][2] - The company has already deployed 1,000 Nvidia B200 accelerators as part of this initiative, which aims to enhance Israel's R&D infrastructure for artificial intelligence [1][2] - Morgan Stanley initiated coverage of Nebius with a Hold rating and a price target of $126, indicating a potential upside of 32.56% from current levels, citing strong external validation for its AI cloud platform [2] Group 2 - Nebius Group N.V. specializes in building full-stack infrastructure to support the global AI industry, offering cloud platforms, large-scale GPU clusters, and developer tools [3] - The company's operations span across the Netherlands, North America, Europe, and Israel, positioning it strategically within the AI ecosystem [3]

CoreWeave - CoreWeave's stock has increased by 224% since its IPO in March, with revenue jumping over fivefold to $981 million in Q1 [2][4] - The cloud AI market is projected to reach $650 billion by 2030, providing significant growth opportunities for CoreWeave [5] - The company has raised over $21 billion to expand its infrastructure and data center capacity, indicating strong demand for its services [6] - CoreWeave announced a $9 billion acquisition of Core Scientific, expected to add 1 GW of data center capacity and reduce future lease liabilities by over $10 billion [7][8] - The company has a revenue backlog of nearly $26 billion, which is 63% higher year-over-year, suggesting continued revenue growth [9] - CoreWeave is positioned to remain a leading AI stock due to its aggressive investments and market growth [11] Nebius - Nebius's stock rose after Goldman Sachs set a 12-month price target of $68, predicting a 31% increase [12][13] - The company reported a 385% year-over-year revenue increase to $55 million in Q1, with an annual revenue run rate projected to reach $750 million to $1 billion by year-end [13][14] - Nebius is expanding its data center capacity from one location in Finland to five across Europe, the U.S., and the Middle East [14] - Unlike CoreWeave, Nebius offers a full-stack AI infrastructure, including developer tools and services, which may position it as a leader in the cloud AI space [15][16] - The company's balance sheet shows $1.45 billion in cash and $188 million in debt, allowing for continued investment in cloud infrastructure [16] Investment Comparison - Both CoreWeave and Nebius are experiencing healthy growth rates, but CoreWeave is considered a better buy due to its lower price-to-sales ratio and faster growth [18][20] - CoreWeave's significant backlog and resources for expansion further strengthen its investment appeal compared to Nebius [20]