AI infrastructure companies have been having a ball this week. It started with a bang after bellwether Nvidia (NVDA) essentially turned its GPUs into an asset class with a $500 billion war chest and some of the leading asset managers of the world, including BlackRock (BLK), Blackstone (BLX), and KKR (KKR). Joining the party with Super Micro Computer (SMCI) and the neocloud company Nebius (NBIS) is the latter's competitor, CoreWeave (CRWV). The Mike Intrator-led necloud company's shares were down about 30% from its last earnings report. However, with the latest Q2 2026 numbers, CRWV stock rallied by 19.3% in yesterday's trading session.