Tag

AI cloud

Servers

CoreWeave stock (CRWV): what the AI cloud company does

Understand crwv stock through CoreWeave's own filings: take-or-pay GPU contracts, a $103.7 billion RPO, named customers, and the debt behind the buildout.

Daniel Reyes · Sep 8, 2026 · 4 min read

Signals

Nebius (NBIS): The AI Cloud Business After the Yandex Split

Nebius stock (NBIS) after the Yandex split: what the 20-F and Q2 2026 filings show on AI cloud revenue, the Microsoft and Meta contracts, and the real risks.

Ronald Decastro · Aug 24, 2026 · 3 min read