2 AI Cloud Stocks Outperforming Nvidia and Palantir: CoreWeave and Nebius

Nvidia and Palantir have been top-performing AI stocks, but cloud giants like Microsoft are investing billions in new AI cloud companies. CoreWeave and Nebius have doubled this year and reported triple-digit revenue growth. They provide AI cloud infrastructure services and have more similarities than differences. While both companies are growing rapidly, they are deeply unprofitable, reflecting the size of the opportunity and the risk in the business. Demand for AI infrastructure is still new, and concerns about the market's sustainability exist.