CoreWeave (CRWV) and Nebius (NBIS) both operate AI data centers under a service model involving significant capital expenditure and operating risks. CoreWeave is favored with a Buy rating, offering over 80% upside by 2027 at a 10x EV/EBITDA multiple due to its discounted valuation. Nebius is rated Sell because of higher valuation and execution risks. Both companies must manage capex execution, timely expansion, energy costs, and supply chain challenges to achieve positive free cash flow and reduce debt. The AI data center build-out is driven by hyperscalers' demand for future compute capacity, making execution critical for success.

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Nebius Q1 2026 revenue jumps 6.8x to $399M, driven by AI Cloud growth and new US projects.

Nebius reported a strong Q1 2026 with revenue increasing 6.8 times to $399 million, primarily fueled by its AI Cloud business which now accounts for about 98% of total revenue. The company sees strong demand momentum, highlighted by a record sales pi...

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Bullish

4 days ago

CoreWeave rated Buy with 80% upside; Nebius rated Sell due to valuation and execution risks in AI data centers.

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Nebius Q1 2026 revenue jumps 6.8x to $399M, driven by AI Cloud growth and new US projects.

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CoreWeave rated Buy with 80% upside; Nebius rated Sell due to valuation and execution risks in AI data centers.

More News (NBIS)

Nebius Q1 2026 revenue jumps 6.8x to $399M, driven by AI Cloud growth and new US projects.

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