CoreWeave - CoreWeave has established itself as a leading provider of generative AI infrastructure, operating a GPU-centric cloud designed for scaling GenAI workloads [2][3] - The company went public in March, raising $1.5 billion in the largest U.S. tech IPO since 2021, with shares initially priced at $40 and peaking at $187 in June [3][4] - In Q1, CoreWeave reported $982 million in revenue, a 420% increase year-over-year, and signed an $11.9 billion deal with OpenAI [4] - Guidance for Q2 revenue was raised to $1.06-1.10 billion, with a full-year 2025 revenue forecast of $4.9-5.1 billion [5] IREN Limited - IREN Limited, formerly Iris Energy, focuses on combining power-intensive computing with renewable energy, operating data centers optimized for AI workloads [8][10] - The company’s infrastructure is built on NVIDIA's reference architecture, offering 3.2TB/s InfiniBand connectivity, which is attractive for enterprises needing low-latency GPU compute [9] - IREN's shares have increased by 67% in 2025, reflecting the market's growing appreciation for green energy and reliable infrastructure in AI [11] Nebius Group - Nebius Group is a Netherlands-based technology company providing full-stack infrastructure for the global AI industry, operating AI-focused data centers and GPU clusters [13][14] - The company leverages NVIDIA GPUs and custom software to offer an AI-native cloud platform optimized for large-scale AI training and inference [14] - Nebius has raised fresh funding and is expanding its operations in North America and Europe, with its stock up nearly 100% year-to-date and a consensus Buy rating from analysts [15] Industry Overview - The emergence of companies like CoreWeave, IREN, and Nebius highlights the critical role of infrastructure in the AI revolution, as they provide the necessary compute power and data management [16] - These companies are positioned to benefit from the increasing demand for scalable, efficient, and secure AI infrastructure, making them potential investment opportunities [17]