A historic wave of investment is pouring into artificial intelligence (AI), creating a foundational shift in the technology sector. While the spotlight often lands on mega-cap companies, the real engine room of the AI revolution is the specialized computing infrastructure it requires. This demand has given rise to a new and powerful class of competitors.
At the center of this movement are two companies capturing intense investor interest: CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS). After entering the public markets, both have experienced high trading volumes and significant stock growth.
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