Nebius Shares Surge 15% on Meta Deal, Outpaces CoreWeave in Growth

Nebius Group's stock jumped 15% following a major AI infrastructure deal with Meta, while the company continues to outperform CoreWeave in growth metrics despite both firms posting significant losses.

• Nebius Group's stock surged 15% following a $27 billion AI infrastructure deal with Meta.
• CoreWeave has 43 data centers and 850 megawatts of connected power as of 2025.
• Nebius' market cap is $25.2 billion, while CoreWeave's is $40.7 billion.
• CoreWeave reported a $284 million adjusted net loss in Q4 2025, up from $36 million a year earlier.
• Nebius' stock has gained 400% in the past 12 months, outpacing CoreWeave's 109% gain.
• Both companies are expanding GPU-accelerated cloud infrastructure to meet AI demand.