All articles tagged with #gpu as a service
CoreWeave's stock rose about 10% after Citi initiated coverage with a Buy rating, citing strong third-quarter bookings, rising enterprise interest, and robust demand for AI infrastructure, despite some supply constraints shifting revenue into early 2026.
Microsoft's $17.4 billion deal with Nebius Group, a key player in AI infrastructure, highlights the growing importance of GPU-based cloud services in the AI ecosystem. This strategic partnership not only boosts Nebius's position but also signals a significant shift in AI infrastructure investment, making Nebius a compelling stock opportunity despite valuation considerations.