NewsMV
The neocloud AI infrastructure trade has two names in focus heading into the second half of 2026, with Nebius Group (NBIS) and CoreWeave (CRWV) both printing triple-digit or better revenue growth in Q2 but running opposite trajectories on the bottom line.
CoreWeave grew second-quarter revenue 112% year over year to $2.6 billion. Nebius grew faster, its top line rising 454% to $582 million, while cutting its adjusted net loss 64% to $33.2 million in the same period.
Both companies build dedicated AI data centers outfitted with GPUs and custom processors, renting that capacity to hyperscalers and other customers running AI services in the cloud.
AI data center demand is currently exceeding supply, a structural backdrop that has driven the rapid top-line growth both names have posted over the past year.
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