Episode Details

CoreWeave and Nebius: AI Infrastructure Giants on the Rise

CoreWeave, formerly an Ethereum miner, and Nebius, ex-Yandex, have transformed into AI powerhouses, boasting massive data centers and GPUs. Both companies have seen staggering growth, with CoreWeaves revenue surging from $16M to $5.1B in four years, and Nebiuss revenue skyrocketing 351% and 684% in the last two quarters. However, their rapid expansion has led to significant losses and high debt ratios.

Analysts predict CoreWeaves revenue will grow at 97% annually through 2028, but it remains unprofitable with widening losses. Nebius, on the other hand, is expected to grow even faster at 233%, flip to adjusted profits next year, and achieve GAAP profitability by 2028. Despite CoreWeaves lower market cap, Nebiuss full-stack services and lower risk make it the more attractive investment option.

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