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Michael. Z @MichaelZero10 on x 3694 followers
Created: 2025-07-21 15:38:55 UTC
Competitive Dynamics: $CRWV v.s $NBIS
Which Stock would you hold over the long-term? 🤔
X. Revenue growth and Scale✅
CoreWeave 🇺🇸
- $CRWV has experienced explosive growth, reporting $1.9bn in revenue for 2024 (737% Y-o-Y increase), driven by surging demand for AI computing. – In Q1 2025 revenue was $981.6m , up XXX% Y-o-Y.
- $CRWV's operations are focused in the U.S., with a growing global Data Center footprint.
- $CRWV is recognized as a Top-20 cloud provider, specializing in large-scale GPU-accelerated workloads.
- The company’s revenue is relying on a few major customers. Indeed, ~77% of 2024 revenue came from Top X clients, with $MSFT accounting for ~2/3.
Nebius 🇳🇱
- $NBIS is building one of the largest AI infrastructure businesse, with a core focus on AI-centric cloud platforms and large-scale GPU clusters.
- Q1 2025 revenue reached $55.3m, up from $37.9m Y-o-Y, and its annual recurring revenue (ARR) surged to $310m in April 2025 (up XXX% Y-o-Y).
- $NBIS operates Data centers in the U.S, Finland, France, Iceland, and Israel. The business is broadening its global footprint.
XXX engagements
Related Topics $crwvs $9816m coins ai $19bn quarterly earnings longterm $crwv stocks technology