CRWV vs NBIS: The AI Trade You Should Be Watching

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Most retail traders know the hyperscalers like Amazon, Microsoft, Google. Almost nobody knows the layer underneath them.
Neoclouds are companies that build AI data center capacity and rent it directly to the big players that can't build fast enough on their own. Right now, there are two names dominating that space: CoreWeave and Nebius.
Nebius just reported earnings. Revenue went from $55 million a year ago to $399 million this quarter. More than 7x in a single year. The stock jumped 16% on the news and is up 400% over the past 12 months. At the end of 2025 they had one data center site with meaningful capacity. Today they have seven. In four months.
Both companies now have 3.5 gigawatts of contracted capacity and billion-dollar multiyear deals with Meta. CoreWeave already has 1 gigawatt of capacity running. Nebius is months behind, targeting that same level by year end. In this race, the company that gets capacity online first wins the next round of contracts.
This is the part of the AI trade most retail traders haven't found yet.

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This video is for educational purposes only and does not constitute financial advice.

Видео CRWV vs NBIS: The AI Trade You Should Be Watching канала Brian Farr