Aug 12 : Nebius beat quarterly revenue estimates on Wednesday as booming demand for AI infrastructure helped it land larger contracts and increase prices, sending shares of the cloud-computing company up more than 20 per cent.The results came a day after larger rival CoreWeave raised its annual forecasts, wit

BNP Paribas favors CoreWeave over Nebius as AI data center execution creates a key divide. Get price forecasts and stock updates.

Aug 11 : CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, encouraged by a surge in demand for its AI cloud computing…

Neocloud says AI compute demand is becoming continuous, but so is the spending