The Computing Power Boom: Why Nebius and CoreWeave are Exploding While Cisco and Cerebras are Stumbling!

The current earnings season in the technology sector revolves around a single topic: the dramatic shortage of computing power for artificial intelligence. Those who supply the coveted chips and convert demand into pricing power are being celebrated on the stock market. In contrast, those who only present solid numbers are penalized. At the center of it all is a single name – NVIDIA – around which the entire industry revolves. The clear winners are the so-called Neoclouds: specialized providers that purchase NVIDIA chips on a large scale and...