Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers developer tools and services that customers can employ to refine their AI models, run inference tasks, and develop custom solutions. This is why Goldman believes that Nebius could be a leader in the cloud AI space.

Wall Street inched to more records Thursday as gains for Alphabet and artificial-intelligence stocks helped make up for Tesla’s steep tumble. The S&P 500 added 0.1% to its all-time high set the day before.

This AI giant dominates the market, and despite its explosive growth, the stock might be cheaper than you think.