CoreWeave and Nebius Group are charging hard in the AI infrastructure race as investors pile in. Both companies have seen surging trading volume and stock gains since going public, tapping into the booming need for AI-specific cloud computing resources.
CoreWeave is playing heavy offense with a $9 billion all-stock deal to acquire Core Scientific. This move locks down 1.3 gigawatts of power and data center assets—critical for AI workloads.
The acquisition cuts more than $10 billion in future lease costs and is expected to save about $500 million annually, boosting profitability without adding any debt. 
CoreWeave controls a $25.9 billion backlog in contracts, solidifying its U.S. market stronghold.
“The deal is expected to eliminate more than $10 billion in future lease obligations and generate approximately $500 million in annual cost savings.”
Nebius Group is sprinting globally with a $2 billion investment plan to build data centers across Europe, the U.S., and the Middle East. It posted a 385% revenue jump year-over-year fueled by aggressive expansion.
Nebius aims for profitability in H2 2025 and leads Europe as the first cloud provider to offer NVIDIA’s Blackwell GPUs, clinching a first-mover edge in the continent’s AI market.
“Nebius has provided a clear path forward. The company expects to become profitable on an operational basis, as measured by adjusted EBITDA, in the second half of 2025.”
Investors face two profiles: CoreWeave, a $68 billion vertically integrated powerhouse, with a Hold rating; and Nebius, a $13 billion high-growth challenger sporting a Buy consensus.
The AI infrastructure play is just heating up. CoreWeave’s control over energy and capacity creates a durable lead. Nebius’s lightning-fast growth and international bet could unlock bigger upside.
This battle for AI cloud dominance is one to watch as the foundational tech build-out accelerates.
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