The trend toward neoclouds is a high risk/high reward opportunity for investors. Nebius is similar to CoreWeave, dubbing itself as AI native cloud infrastructure, which means the infrastructure was built specifically for AI workloads with architectures built on bare metal servers instead of hypervisor layers, for example. As pointed out in our CoreWeave analysis, this along with a few other optimizations can result in significantly faster training. The stock surged earlier this month off the ...
