Browsing Tag
CoreWeave
60 posts
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
IREN Limited company profile: Can a Bitcoin miner become a $4bn AI cloud platform?
IREN Limited is attempting one of the technology sector’s most ambitious business-model transitions, converting power-rich Bitcoin mining infrastructure into an artificial intelligence cloud platform. Contracts with Microsoft Corporation, NVIDIA Corporation and several AI developers have strengthened its growth case, but the gap between contracted annualised revenue and recognised financial results remains the critical issue for investors.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
Meta challenges AWS, Azure, and Google Cloud with new AI infrastructure business
Meta Platforms is developing a cloud business to sell excess AI computing power, challenging AWS, Azure, and Google Cloud.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the $50bn AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Smartbird replaces Allbirds as $100m AI infrastructure bet puts BIRD under scrutiny
Find out whether Smartbird’s dramatic AI infrastructure pivot can revive BIRD stock or expose investors to serious execution, funding and dilution risks.