AI Compute Demand Expectations Lift NBIS and CoreWeave

AI infrastructure stocks moved sharply higher on Monday, with $NEBIUS(NBIS)$   surging more than 10% and $CoreWeave, Inc.(CRWV)$   rising nearly 13%, as investor appetite for third-party GPU cloud providers rebounded.

The rally was not driven by a single company-specific catalyst, but rather by a renewed repricing of sustained AI compute demand. As large language models iterate rapidly, hyperscalers are seeing growing needs for both training and inference capacity, prompting greater reliance on external GPU cloud platforms to boost flexibility and reduce infrastructure concentration risk. Nebius and CoreWeave are among the most direct beneficiaries of this shift.

On the fundamentals side, Nebius's recently disclosed rapid revenue growth and aggressive capacity expansion plans have reinforced expectations for meaningful growth into 2026, while CoreWeave continues to benefit from long-term compute contracts with major technology customers, improving revenue visibility. Although both companies remain unprofitable, investors are currently prioritizing scale, compute scarcity and the durability of the AI spending cycle over near-term earnings.

Overall, the move suggests the market remains willing to pay for growth-first, profitability-later AI infrastructure models. As long as AI investment momentum holds, valuation upside for NBIS and CRWV is likely to remain driven by growth expectations rather than near-term profitability, though volatility risks remain elevated if sentiment shifts.

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