[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3677 followers Created: 2025-07-21 15:38:57 UTC X. Competitive Dynamics✅ CoreWeave 🇺🇸 v.s Nebius 🇳🇱 - Both companies are direct competitors, positioned as agile alternatives to hyperscalers like AWS, Azure, and Google Cloud, targeting the rapidly growing AI cloud market - $CRWV is leading the race in absolute revenue and scale, however its business has concentration risks. Indeed $CRWV is relying on a few large customers and heavily focused on the U.S. - $NBIS is expanding aggressively in Europe, the Middle East, and North America, with a more diversified product portfolio by making investments in AI data, education, and autonomous vehicles. - Both businesses are benefitting from strong relationship with $NVDA, but $CRWV's relationship is deeper in terms of equity and strategic designation. - Profitability is not reached yet for both, but $NBIS is expecting to be EBITDA breakeven in H2 2025. - The competitive landscape is dominated by hyperscalers (AWS, Azure, Google). - However both businesses $CRWV and $NBIS are seeking to carve out a niche focused on high-performance, GPU-accelerated AI workloads. What is your view on this topic ? 🤔  XXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [azure](/topic/azure) [amazon web services](/topic/amazon-web-services) [$crwv](/topic/$crwv) [stocks technology](/topic/stocks-technology) [$nbis](/topic/$nbis) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/MichaelZero10/status/1947320399458373708)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Michael. Z @MichaelZero10 on x 3677 followers
Created: 2025-07-21 15:38:57 UTC
X. Competitive Dynamics✅
CoreWeave 🇺🇸 v.s Nebius 🇳🇱
- Both companies are direct competitors, positioned as agile alternatives to hyperscalers like AWS, Azure, and Google Cloud, targeting the rapidly growing AI cloud market
- $CRWV is leading the race in absolute revenue and scale, however its business has concentration risks. Indeed $CRWV is relying on a few large customers and heavily focused on the U.S.
- $NBIS is expanding aggressively in Europe, the Middle East, and North America, with a more diversified product portfolio by making investments in AI data, education, and autonomous vehicles.
- Both businesses are benefitting from strong relationship with $NVDA, but $CRWV's relationship is deeper in terms of equity and strategic designation.
- Profitability is not reached yet for both, but $NBIS is expecting to be EBITDA breakeven in H2 2025.
- The competitive landscape is dominated by hyperscalers (AWS, Azure, Google).
- However both businesses $CRWV and $NBIS are seeking to carve out a niche focused on high-performance, GPU-accelerated AI workloads.
What is your view on this topic ? 🤔
XXX engagements
Related Topics coins ai azure amazon web services $crwv stocks technology $nbis $googl stocks communication services