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Driven by surging demand for computing power and generative AI, these firms aim for $7 billion to $9 billion annual run rate and potential stock doubling in 2026.
- On Aug. 31, Nebius reported first-quarter revenue rose about 84% year over year and said it `sold out` all available computing capacity while renting data-center space and placing GPUs.
- Demand for computing power has been unprecedented, driving rapid growth among AI infrastructure firms like Nebius, which rents data-center space and installs GPUs amid the AI arms race.
- Applied Digital builds and operates two North Dakota facilities, expanding capacity and securing 15-year leases for long-term investor visibility.
- Market momentum may mask valuation risks as Nebius, Applied Digital, and SoundHound AI grow rapidly but remain unprofitable, posing long-term challenges for investors.
- Trading at about 19 times sales, SoundHound AI blends generative AI and audio recognition, raised its full-year outlook after a 68% revenue jump in the latest quarter.
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3 Brilliant AI Stocks That Could Double in 2026
Key PointsNebius and Applied Digital are both data center plays.SoundHound AI could see monster adoption over the next few years. 10 stocks we like better than Nebius Group › With artificial intelligence (AI) usage skyrocketing, this sector of the market is a great place to look for stocks that could double in under a year. Many AI companies are generating explosive growth, and these are the ones to take a look at. Three, in particular, have a c…
·Alexandria, United States
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Total News Sources11
Leaning Left2Leaning Right0Center3Last UpdatedBias Distribution60% Center
Bias Distribution
- 60% of the sources are Center
60% Center
L 40%
C 60%
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