Meet the 2 Newcomers Challenging the Cloud Computing Titans in Artificial Intelligence (AI)

2026-06-12 21:34:00 ET

Investing in cloud computing companies is one of the primary ways people can gain portfolio exposure to the artificial intelligence (AI) megatrend. Most companies don't have the resources and expertise necessary to build their own AI-centric data centers, so instead, they rent processing power out from cloud computing operations like Amazon (NASDAQ: AMZN) Web Services (AWS), Microsoft (NASDAQ: MSFT) Azure, and Alphabet 's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud. Those are the three largest titans in the industry, but they aren't the only options.

Two relative newcomers, CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) , are also viable options for businesses in need of AI cloud capacity, and are growing much faster, in part due to their smaller sizes. So, which cohort would make for a better investment now?

Image source: Getty Images.

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