Nvidia’s Jensen Huang Backs CoreWeave and Nebius as AI Data Center Race Heats Up
5 Articles
5 Articles
CoreWeave is in the News Because of Nvidia Again: Do You Buy It?
CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.
When the number one Nvidia climbs on the stage of Goldman Sachs Communacopy + Technology Conference and chooses to name two companies still relatively young, the market tends to listen. That's what happened last week, when Jensen Huang pointed out CoreWeave and Nebius Group as the protagonists of a new [...]
Nvidia’s Jensen Huang Backs CoreWeave and Nebius as AI Data Center Race Heats Up
TLDR Nvidia CEO Jensen Huang called out CoreWeave and Nebius by name at Goldman Sachs conference, saying both are “doing fantastically” CoreWeave posted Q2 revenue of $2.58 billion, up 112% year over year, with a $104 billion backlog Nebius grew Q2 revenue 454% year over year to $582 million, with...
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