Nebius vs. CoreWeave: Which Is the Better Artificial Intelligence (AI) Infrastructure Stock to Buy Right Now

The demand for artificial intelligence (AI) data centers is exceeding supply, which isn't surprising, as major hyperscalers and AI companies are sitting on massive contractual backlogs that they need to fulfill.Bank of America estimates that the combined backlog of Microsoft, Oracle, Amazon, and Google was worth a whopping $2.3 trillion at the end of the second quarter. That doesn't include the backlogs of other companies offering AI services in the cloud, suggesting that the actual number could be much higher.Not surprisingly, dedicated AI data centers are in high demand, which explains the phenomenal growth that Nebius Group (NASDAQ:NBIS) and CoreWeave (NASDAQ:CRWV) have witnessed over the past year. Both companies delivered solid Q2 results and are on track to sustain healthy long-term growth.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool