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from24/7 Wall St.
1 week ago
Artificial intelligence

Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks

Nebius Group, IREN, and CoreWeave stand to gain massive revenue and stock appreciation from surging AI compute demand and infrastructure buildouts.
fromFast Company
3 months ago
Artificial intelligence

Microsoft signs AI infrastructure deal with Nebius Group in a deal worth $17.4 billion

Nebius will provide Microsoft $17.4B of GPU infrastructure capacity over five years, possibly rising to $19.4B, accelerating Nebius' AI cloud growth.
from24/7 Wall St.
1 week ago
Artificial intelligence

Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks

#neocloud
from24/7 Wall St.
2 months ago

Already Up 322%, Can CoreWeave Hit $400 by 2028?

CoreWeave started life in 2017 as Atlantic Crypto, mining Ethereum with racks of GPUs, but the real acceleration hit in 2024, driven by deals with AI labs and enterprises needing scalable compute without building their own data centers. Revenue jumped from $229 million in 2023 to $1.9 billion. The March IPO priced at $40 per share but debuted flat at $23 billion valuation amid market jitters. Shares bottomed at $33 in April before rocketing 322% on AI hype, peaking at $187 per share in June.
Artificial intelligence
Artificial intelligence
fromTheregister
2 months ago

CoreWeave woos enterprises with serverless RL suite

CoreWeave launched a Serverless RL platform enabling faster, cheaper enterprise reinforcement learning via distributed serverless GPUs and pay-per-token fine-tuning.
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