To The Moon

Both $英伟达(NVDA)$ and $Meta Platforms, Inc.(META)$ Are Betting Big on This AI Stock!

In the red-hot AI computing race, two tech giants have zeroed in on the same dark horse: $NEBIUS(NBIS)$ .

Meta just signed a massive $27 billion AI infrastructure deal, while NVIDIA dropped $2 billion for a strategic stake. The company, valued at $25.2 billion, has seen its stock surge nearly 400% in a year — blowing past CoreWeave’s 109% gain over the same period.

Could it become the next giant in AI cloud infrastructure?

Two Titans Backing the Same Play

Meta + NVIDIA = Unmatched Credibility

• Meta: 5-year, up-to-$27-billion AI infrastructure deal

• NVIDIA: $2 billion strategic investment to scale Nebius to 5+ gigawatts of GPU capacity

For context, NVIDIA already owns over 12% of CoreWeave. Betting on both shows just how crowded and competitive the AI compute space has become.

Size vs. Speed: CoreWeave Is Bigger — Nebius Is Faster

• CoreWeave: $40.7B valuation, 43 data centers, 850MW operational

• Nebius: $25.2B valuation, 170MW operational now, targeting 800MW–1GW by end-2026

Growth gap is stark:

• Nebius stock: +400% YoY

• CoreWeave stock: +109% YoY

• Nebius Q4 revenue: +547% YoY

• CoreWeave Q4 revenue: +110% YoY

Both Are Scaling Hard — and Losing Money

Both are in heavy capital-spend mode, with negative net income.

• Nebius: Q4 net loss $173M; 2025 annual capex **$4.06B**

• CoreWeave: Q4 net loss $284M; quarterly capex **$8.2B**

But revenue visibility is strong:

• CoreWeave: $12–13B projected 2026 revenue, backed by **$46B+ in contracts** (OpenAI + Meta)

• Nebius: anchored by **$27B Meta deal** + up-to-$19.4B Microsoft contract

Risks and Opportunities

AI compute prices have jumped ~40% since October 2022, and demand remains white-hot.

Nebius just raised over $4 billion in convertible debt and is building a 300MW data center in Finland, targeting 3 gigawatts of contracted capacity by 2026.

But GPU costs and data-center build-out are capital-intensive, making volatility the new normal.

The Verdict

Nebius has faster growth, top-tier clients, and NVIDIA’s stamp of approval. CoreWeave still leads in scale and execution.

For investors, Nebius is a high-upside, high-volatility bet. If it can turn contracts into sustained profits, the upside is huge. If not, the cash burn and competition could hit hard.

Is it the next CoreWeave?

It has the chance to grow faster — but first it has to survive the losses.

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