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![MichaelZero10 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1507851379355918338.png) Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3691 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947320393368223911/c:line.svg)

**Related Topics**
[$crwvs](/topic/$crwvs)
[$9816m](/topic/$9816m)
[coins ai](/topic/coins-ai)
[$19bn](/topic/$19bn)
[quarterly earnings](/topic/quarterly-earnings)
[longterm](/topic/longterm)
[$crwv](/topic/$crwv)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/MichaelZero10/status/1947320393368223911)