Quick Read – CRWV banks on a $99.4B backlog and US scale while NBIS counters with 841% AI Cloud growth and a 45% EBITDA margin. – CoreWeave at ~8x sales is the defensive AI infrastructure play; Nebius at 76x suits investors willing to bet on premium growth. – Act now: the…
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CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into US soil.
Backlogs Carry CoreWeave. Margins Carry Nebius. CoreWeave posted $2.078 billion in revenue, up 111.7%, edging past estimates.