Nebius Outperforms CoreWeave by 8X Despite 5X Less Revenue: What's Going On
Beth_Kindig · x · 2026-10-02
Analyst Beth Kindig flags an anomaly: Nebius ($NBIS) is outperforming CoreWeave ($CRWV) by nearly 8X in 2026 even though CoreWeave generates roughly 5X more revenue. Her newsletter digs into what the market is pricing in beyond the income statement for the two fastest-growing AI infrastructure companies, including what could give CoreWeave a second wind.
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