---
title: "CRWV vs NBIS"
canonical: "https://supercyclehq.com/compare/crwv-vs-nbis"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["CRWV", "NBIS"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# CoreWeave (CRWV) vs Nebius Group (NBIS)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | CRWV | NBIS |
| --- | --- | --- |
| AI Exposure Score | 97 (Pure Play) | 97 (Pure Play) |
| Price | $46.40 | $129.49 |
| Market cap | $25.6B | $32.9B |
| Change 1d | +6.28% | +7.58% |
| Change 30d | -43.12% | -41.06% |
| Change 1y | -55.39% | +16.36% |
| P/E | n/a | 101.16 |
| Buildout layers | Neoclouds | Neoclouds |

## CoreWeave (CRWV)

**AI exposure:** CoreWeave rents Nvidia GPU clusters to AI labs and enterprises for training and inference, with contracted capacity from customers like Microsoft and OpenAI. The company exists solely because of AI compute demand, making it a pure play on the buildout.

CoreWeave defines the Neoclouds layer of the buildout: cloud infrastructure purpose-built for AI rather than adapted to it. While general-purpose clouds serve every kind of workload, CoreWeave's data centers exist to run GPU clusters for training and inference, with contracted capacity from customers like Microsoft and OpenAI. The company exists solely because of AI compute demand, which is why Supercycle rates it a Pure Play near the top of the exposure leaderboard.

Full profile: https://supercyclehq.com/stock/coreweave.md

## Nebius Group (NBIS)

**AI exposure:** Nebius operates an NVIDIA-backed GPU cloud selling AI compute and infrastructure services, with Microsoft and Meta on its customer book. The company exists to monetize AI training and inference demand, making it a pure play on the buildout.

Nebius is a defining name in the Neoclouds layer: specialized clouds that exist to sell AI compute. Its NVIDIA backing gives it access to the GPUs the market is fighting over, and customers like Microsoft and Meta validate the capacity it delivers. The company exists to monetize AI training and inference demand, with essentially no other business, which is why Supercycle rates it a pure play with an AI Exposure Score of 97 out of 100.

Full profile: https://supercyclehq.com/stock/nebius-group.md

---

Source: https://supercyclehq.com/compare/crwv-vs-nbis. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.