Startups, tech giants don't have the luxury of browsing for the most elegantly priced GPU cluster. They need massive raw scale data today to train their next generation models before they become obsolete.
$CoreWeave, Inc.(CRWV)$ aggressive multi billion dollar infrastructure expansion is backed by massive credit facilities & direct preferential access to Nvidia's rarest silicon. This means Coreweave is building the actual highway system for the future of AI.
While Nebius carefully optimises its margins, Coreweave is swallowing the market whole.
When you are operating in a market with an insatiable appetite, the player who builds the biggest pipeline wins the crown.
Coreweave offers more upside potential as it is currently trading at a trailing P/E of 22x compared to Nebius 71x.
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- HarryCoxΒ·09-20 18:4322x vs 71x is just the headline. The real edge is scarce Nvidia access plus build speed β in this land grab, scale beats tidy marginsLikeReport