Coverage (30d)
5vs3
This Week
2vs2
Evidence
1 articlesRelationships
1Timeline
CoreWeave2026-05-15
CoreWeave raised 2026 capex guidance to $35B
Nebius2026-05-15
Nebius raised annual capex guidance to $20B-$25B
Nebius2026-05-13
Broke ground on 1GW AI data center campus in Independence, Missouri
CoreWeave2026-05-12
Achieved top speed and price-performance for Kimi K2.6 in Artificial Analysis benchmark
Nebius2026-04-30
Nebius becomes first cloud provider validated as NVIDIA Exemplar Cloud on GB300 for training
CoreWeave2026-04-20
Raised $1 billion through a high-yield junk bond offering for AI data center infrastructure.
CoreWeave2026-04-20
Raised $1 billion through a high-yield junk bond offering jointly with Google for AI infrastructure
CoreWeave2026-04-15
Sold a record $5.7 billion in high-yield bonds with Google for AI data center expansion
CoreWeave2026-03-31
CoreWeave crossed 1 GW active power in Q1 2026
Nebius2026-02-16
Acquired AI search startup Tavily for $275 million
Ecosystem
CoreWeave
partneredGoogle1 src
competes withNvidia1 src
competes withNebius1 src
competes withMeta1 src
usesKimi K2.61 src
competes withOpenAI1 src
Nebius
usesNvidia GB300 Grace Blackwell Superchip1 src
competes withNvidia1 src