Nebius and CoreWeave Crowned Top Decade AI Bets as Nvidia Fuels Growth

As of May 23, Nebius and CoreWeave are positioned as premier hypergrowth AI infrastructure holdings for the next decade, backed by Nvidia's strategic investments and surging hyperscaler demand. The story began May 13 with Nebius' explosive Q1 results—$399 million revenue, up 684% YoY, plus a $27 billion Meta deal—lifting shares nearly 20% and validating Nvidia's $2 billion stake. Momentum expanded May 15-19 as Cerebras' 68% IPO debut pushed its valuation near $100 billion while CoreWeave reported $2.1 billion revenue with a $100 billion backlog. Despite these rivals, Nvidia's $215 billion annual sales and ecosystem scale keep it dominant, with Nebius now targeting $7-9 billion ARR by year-end.