CoreWeave vs. Nebius: Wall Street Expects Double-Digit Gains From Only One of These AI Players

Investors have piled into artificial intelligence (AI) stocks in recent years, buying shares of companies involved in various areas of the technology -- from chip designers to players in fields like voice AI. The industry offers investors a wide range of choices, and many of these have already delivered significant gains. For example, chip designer Nvidia and voice AI player SoundHound AI have advanced 1,300% and nearly 400%, respectively, over three years.One area of AI that's emerged as a winning one is cloud infrastructure, most specifically the GPU-as-a-service (GPUaaS) space. Graphics processing units (GPUs) are the key chips driving crucial processes like the training and inferencing of models, so they are in great demand. GPUaaS companies allow customers to rent this compute as needed rather than going out and buying their own chips.Two companies that have emerged as current and potentially future winners are CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS). Their stock prices have soared more than 200% and 300%, respectively, so far this year. Wall Street is optimistic about the future of these players, but expects double-digit gains from only one in the coming 12 months. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool