A market analysis published December 29, 2025, compared CoreWeave (CRWV) and competitor Nebius Group (NBIS) as key players in the rapidly expanding AI infrastructure sector. The report highlights surging demand for GPU-based cloud infrastructure. This demand is driven by widespread AI adoption across industries.
The analysis projects significant growth for the global AI infrastructure market. The sector is expected to expand from approximately $60 billion in 2025 to nearly $500 billion by 2034.
Both CoreWeave and Nebius are positioned to capitalize on this trend. However, the article notes the companies feature differing strategies and risk profiles. Investors should closely evaluate fundamentals, valuation, and growth potential before making investment decisions.