CRWV v. NBIS: Examining Neocloud Approach & Capital Awareness in AI Buildout
Community Score: 50% | 5.7K views | 6d
0 community ratings: null thumbs up, null thumbs down
CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberry. He sees the company's backlog and revenue growth as a huge plus but the "inside out" CapEx approach as one that remains shaky. Brian turns to CoreWeave's key competitor in Nebius (NBIS) and highlights its "full stack" approach as more capital aware. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com
More from Schwab Network
- META's Path to $800: Jason Ware Sees Bull Case in AI ROI as CapEx Grows — Score: 50%
- "Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity — Score: 50%
- Stock Market Today: MU Hits Highs, QCOM Deal & AAPL Falls — Score: 50%
- Strive CRO on Bitcoin's Buy Opportunity, Crypto Volatility & SATA — Score: 50%
- Thursday’s Final Takeaways: PCE, Markets & Tech in Focus — Score: 50%
- Bitcoin Breaks Key Technical Level as Crypto Awaits Regulatory Clarity — Score: 50%