CoreWeave & Nebius – Two pure AI infrastructure plays that will benefit from the massive AI revolution!
CoreWeave is building an insurmountable energy infrastructure with the Core Scientific acquisition, while Nebius excels with speed and international expansion!
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I see two highly interesting investment theses for the AI revolution in CoreWeave and Nebius, which pursue different yet equally compelling strategies. CoreWeave impresses me with the well-timed $9 billion acquisition of Core Scientific – a pure stock transaction that secures the company 1.3 gigawatts of critical energy capacity without additional debt. This vertical integration eliminates over $10 billion in future leasing obligations and generates $500 million in annual cost savings. In a market where energy is the bottleneck, CoreWeave creates...
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