Want to seize the golden opportunities of the AI era? Wedbush names these 16 companies as "must-holds."

Moving into the traditional autumn, the market sentiment of Institutions investors around the world is clearly visible.

The latest survey report from Goldman Sachs Markets shows that multi-head companies continue to follow the AI-driven Technology share rally, while the Astronaut Market Day warns of economic growth and risks to market moderation.

However, Wedbush Street has recently confirmed that AI is heading into the next phase of growth. On the one hand, the trend of capital support (CAPEX) of technology giants is on the other hand, and enterprise-class AI applications in all industries are experiencing growth, and these two areas jointly drive technology to emerge as a winner in the AI competition.

Wedbush strongly recommends 16 AI-related Stocks, including NVIDIA and Palantir. Investors are advised to invest in these symbols during the current year and early in 2026.

The Institutions consider that the above Stocks are the best choice for the duration of the Ai period this year to the beginning of 2026, and are the symbols of value in the Technology sector:

AI Software: $Palantir(PLTR.US)$ 、 $MongoDB(MDB.US)$ ;

AI chip: $NVIDIA(NVDA.US)$ 、 $Advanced Micro Devices(AMD.US)$ ;

Consumer AI Companies: $Meta Platforms(META.US)$ ;

Cybersecurity: $CrowdStrike(CRWD.US)$ 、 $Palo Alto Networks(PANW.US)$ ;

AI Big Stocks: $Alphabet-A(GOOGL.US)$ 、 $Microsoft(MSFT.US)$ ;

Companies Aiming to Experience AI Business Transformation: $Apple(AAPL.US)$ 、 $Tesla(TSLA.US)$ ;

AI Energy: $Oklo Inc(OKLO.US)$ 、 $GE Vernova(GEV.US)$ ;

Undervalued AI Robotics Concept shares: $Serve Robotics(SERV.US)$ ;

AI Infrastructure Companies: $CoreWeave(CRWV.US)$ 、 $NEBIUS(NBIS.US)$ 。

What catalysts do these companies have?

Based on 16 companies that Wedbush is Bullish, below we will analyze some of the dynamics and factors that are closest to these companies.

AI Software—Palantir、MongoDB

Palantir ——AI app

$Palantir(PLTR.US)$ One of the biggest beneficiaries of the AI craze, its software has become one of the top choices for government and commercial deployments of AI technology. The company has doubled in price over the year, despite a recent decline in its share price after Citrus was deflated.

Palantir's growth was driven by three major trends: the development of data to meet AI application requirements, increased infrastructure investment, and Defense Technology Modernization. UBS Group Analyst has already recognized that Palantir is at a growth point that has not existed in the past, that Palantir is at a growth point that has not existed in the past, that of US Business is growing, is becoming the new focus of the company, and Defense is growing at the same time. At the same time, the company maintains a new core, while the country's defense business remains strong.

However, Andrew Left, founder of Perfume, identified Palantir as a far superior valuation, indicating that Palantir's stock price should be at $40 billion if OpenAI has a market value of nearly $500 billion.

Based on this, Wedbush determined that the next few years of earnings growth for symbols such as Palantir will further support other valuations. While Palantir's core AI technology is likely to show a scheduled turnaround, the Company's Market Cap is expected to breach US$1 trillion in the same manner as the General Software Industry Group, which has been established in the next two to three years.

MongoDB ——Database Header

$MongoDB(MDB.US)$ is a company that specializes in building “smart data warehouses” for enterprises and developers. The company's share price has hit rocket-like highs since the release of its second-quarter results.

MongoDB's Q2 results are also bright, with hardware to watch:

1. Revenue significantly exceeded expectations: the total revenue in the second quarter reached $0.591 billion, an increase of 24% year-on-year, far exceeding market expectations.

2. Significantly improved profitability: net profit jumped from $59 million in the same period last year to $87 million.

3, Cash Flow Reversal: Free cash flow went from $-4 million in the same period of the year to USD 70 million.

4. Continuous expansion of customer size: the total number of customers grew to 58300, of which the new customers reached 2800.

But in the performance of this bright eye, the brightest star is not the other database plateau—MongoDB Atlas:

Core's Atlas revenue grew by 29% to $0.438 billion, up from 74% of the company's total revenue so far, which means that MongoDB's transformation model is not a stop on the issue, but is actually transforming into the momentum of revenue growth;

Atlas's net new annualized revenue (ARR) jumped 76% year-over-year to $0.169 billion, one of the strongest growth in recent years.

MongoDB's surge of close to 50% is the momentum behind the Earnings Reports, in a sense that the AI function is finally being translated from the concept of QB to the earnings of Silver — following the big rise in FY2026, and the market is counting on the underlying confidence of other growth.

AI CHIP——NVIDIA, AMD

NVIDIA — 2026 WILL BE A KEY YEAR OF DEVELOPMENT

Although recent $NVIDIA(NVDA.US)$ Short-term equity hedging, Dunwall Street's top investment is aiming for 2026. Goldman Sachs ResearchReportsDisplays NVIDIA's Q2 Financial EarningsReports and Q3 Performance Indicators are Fundamentally in Line with Market Expectations, But Against the Background of Rising Highs Ahead, Earnings Reports and Q3 Performance Indicators Are Fundamentally Aligned IN THE LONG TERM, AGAINST THE BACKDROP OF RECENT HIGHS, THE UK WILL REACH NVIDIA'S SHARE PRICE IN THE SHORT TERM OR MODERATE DOWNWARD PRESSURE.

However, Goldman Sachs analyst Analyst puts NVIDIA's earnings per share EPS (EPS) forecast for NVIDIA 2026 at levels far above Wall Street's familiar levels of around 10%, citing the three main rationales supporting this scenario.

First, NVIDIA's next benchmark Ruby is expected to produce in the mid-term in 2026, and expects to show performance to outperform others, corporate customer groups to continue to become more diverse, dominant customer revenue forecast to grow at the highest in 2025, super-standard data centers and strong demand from international customers will all drive the effort NVIDIA IS EXPERIENCING DEVELOPMENTAL GROWTH IN 2026.

Goldman Sachs analyst Analyst acknowledged that while the UK's long-term growth in NVIDIA is strong, 2026 will be a key year for growth in NVIDIA.

AMD—— THE SECOND LARGEST MANUFACTURER OF GPUS IN THE WORLD

$Advanced Micro Devices(AMD.US)$ IT IS THE SECOND LARGEST MANUFACTURER OF GPUS GLOBALLY, BEHIND ONLY NVIDIA. MOST OF THE CURRENT MARKET SEGMENT IS DRIVEN BY NVIDIA, BUT LARGE AI CUSTOMERS SUCH AS META AND OPENAI HAVE BEEN MOVING TO MULTIPLE LOCATIONS INDICATING THAT AMD CAN OFFER ALTERNATIVE PRODUCTS FOR NVIDIA CHIPS, SUCH AS THE RECOMMENDED CHIPSET.

In the quarter, AMD announced a new artificial intelligence chip called Instinct MI400, which is expected to go on sale next year. OpenAI CEO Sam Altman has pledged to use this latest AMD GPU.

AMD Chief Executive Officer Scott told analysts in a conference call that the company's newly released artificial intelligence chip, Instinct MI350, is expected to compete with NVIDIA's GB200 chips in training and practice.

Consumer AI Company ——Meta

convinced $Meta Platforms(META.US)$ After the announcement of the second quarter results, investors are still waiting for the good performance of the share price. And driven by AI capabilities, the global smart glasses market is experiencing explosive growth. Meta holds a dominant position with 73% of its market share thanks to its collaboration with Raypon.

Starting in mid-September, another major event — Connect will open on September 18, Beijing time. In the meantime, Zuckerberg will share the latest developments in AI smart glasses. This is not just a flagship launch, but the market is looking at the iPhone as a way to go.”

And Meta expects a “major wearable device release” and a “metaverse software breakthrough.” According to market reports, the supply chain has entered the mass production standby phase, and AI eyewear shipments are expected to exceed expectations.

BeforeHow will glasses be engraved on your iPhone? Some Concepts Benefit from Meta-Publication Meeting in September”Interested fellow investors can take a quick look at the views of this event and the company's interests.

Out there, according to media reports, Meta CEO Zackberg said at a joint banquet with TRONP Technology that the company plans to invest at least $600 billion domestically in the United States by 2028 to build data centers and related infrastructure to support other strategies.

Cybersecurity—CrowdStrike、Palo Alto Networks

With AI's development moving from chip and infrastructure to the software layer, cybersecurity is becoming a key battleground. According to this analysis, the Global Cybersecurity Industry will grow at 14% in the coming year to a value of $563 billion in 2032. CrowdStrike and Palo Alto Networks are the two leading companies in cybersecurity in the US stock market.

Whatever $CrowdStrike(CRWD.US)$ Q2 core results generally exceeded market expectations, adding ARR set a new all-time high. The company also raised its full-year adjusted profit forecast, but Q3 revenue guidance was slightly below Wall Street expectations, plus the company is still digesting customer and cost pressures from the 2024 tramp event, and the near-term share price is still bearing down on Pressing stage.

Analysts pointed out that as the continued cost of CrowdStrike's ability to lose more customers, investors will pay attention to the growth rate of revenue recorded in the next half year.

$Palo Alto Networks(PANW.US)$ Offering advanced cybersecurity platforms including Next Generation Firewall (NGFW), Prisma SASE, Secure Cloud Services and XDR Platform, it is a leading global provider of network and cloud security.

The company announced in July that it was in talks to acquire identity management software maker CyberArk, with a trade value of more than $20 billion. If the Trade is successful, it will be a strong alliance between two cybersecurity stakeholders, making Palo Alto Networks Chief Executive Nikesh Arora one of the biggest names to date.

AI major share——Yaoka, Microsoft

Yaoka — a member of a club with a $3 trillion Market Cap

Once the core risks of the antitrust case are eliminated, $Alphabet-A(GOOGL.US)$ The share price rose by 11% in 3 Trade Days, breaking the gap and becoming the fourth member of the $3 trillion Market Cap Club in a shock of power.

At the same time, the company's strong second-quarter Earnings Reports and continued introduction of artificial intelligence products have renewed market confidence. Analysts noted that Yaoka's value-added momentum will support long-term growth while leading positions in the AI sector.

The share price has risen, and the value of the AI chip business has begun to gain market recognition, other AI chip businesses have begun to gain market recognition.

ON SEPTEMBER 3, LOCAL TIME, D.A. DAVIDSON ANALYST GIL LURIA POINTED OUT IN A RECENT REPORT THAT OVER THE PAST YEAR, ALPHABET'S PARENT COMPANY ALPHABET HAS NARROWED ITS GAP WITH NVIDIA AS THE BEST NVIDIA ALTERNATIVE TODAY.

Bullish TPU's focus is on the rise. Analysts and researchers and engineers from the previous AI lab have emerged, and the industry is seeing a positive outlook for TPU. Therefore, Luria will combine the TPU Business with DeepMind to separate our IPO, valued at or as high as US$900 billion (for reference, the most recent Market Cap at US$2.8 trillion, which will be one of Alphabet's least valued Assets, and in January of this year, some of these parts Business is valued at $717 billion.

However, Analysts noted that although the break-up of the Valley may be more in line with Shareholders' interests, the likelihood of such a situation is unlikely to occur in the future, as this business is highly undervalued in Alphabet's diversified portfolio.

It is worth noting that close to the peak of the pipeline, Yakuba is the lowest-valued company in the top seven stocks in the US. Yuka's share price is around 21 pips, not only the lowest in seven majors, but below the NASDAQ 100 Index's stock average.

Microsoft, like NVIDIA, has no alternative

$Microsoft(MSFT.US)$ Over-term Earnings Reports, particularly strong growth of 39% in Azure services and rapid expansion of its AI business, saw share prices hit a new all-time high and did not recover recently, although the market recognized that others were looking for sterling to become the second largest market cap in the world at $4 trillion Technology heads.

Satya Nadella, CEO of the company, also said in a conference call that the company remains at the forefront of the AI infrastructure race.

Microsoft remains at the forefront of the AI infrastructure competition, adding more than 2 gigawatts of data center capacity in 12 months, operating more than 400 data centers in 70 regions around the world, outpacing any other service provider. The company has over 0.8 billion monthly users of AI features, and CoPilot's commercial and consumer user lives have exceeded 0.1 billion.

Kim Forrest, chief investment officer at Bokeh Capital Partners LLC, said that Microsoft and NVIDIA have no alternative. Microsoft is gaining the credentials it deserves because it is the operating system of the business world. We all rely on Microsoft's Word, Outlook, and Excel to run our businesses. This quarter's performance shows that Microsoft's position is more stable, with no alternative, such as NVIDIA.

Companies Aspiring to Realize AI Business Transformation — Apple, Tesla

Apples ——Big Three Products Hoped to Boost Growth

attributed $Apple(AAPL.US)$ Delay failed to take a hit on AI, with a 4% drop in its share price this year, and Wedbush acknowledged that the company is looking forward to a turnaround in AI Business.

Looking ahead to the market, Citi believes Apple's true growth will come from the release of three major products this year: the premium Siri, the foldable phone and the Vision Pro 2, which will drive a stronger switching cycle.

In terms of AI strategy, apart from Anthropic and OpenAI, Apple discussed the possibility of using Gemini to power the new version of Siri in an early discussion with Yuka.

Citi recognizes Apple's commitment to partnering with other major language model providers, while Apple will continue to develop its own Apple base model and increase AI investment and capital support over the long term.

When it comes to folding screen phones, Citi recognizes that the iPhone has been successful in its exterior updates, but the correct product shape will emphasize the folding design now.

In the area of AR/VR headsets, Citi noted that Vision Pro currently has about 30% of the usage of related devices, and more than 30% of users who plan to purchase new headsets have opted for Vision Pro.

As such, Citi expects Apple's advanced Siri, foldable phone and the Vision Pro 2 three-car will be key drivers for driving a stronger mobile cycle.

Tesla — Plan 4 is highly anticipated

With the release of “Macro Plan 4” and the launch of the Musk Compensation Scheme, $Tesla(TSLA.US)$ The share price has finally recovered.

In other words, Tesla's latest blueprint shifts the focus from electric cars to Artificial Intelligence and Robotics, continuing a formidable social landscape through AI and the physical worlds of deep finance. With this goal in mind, Tesla CEO Musk said: “In the near future, about 80% of Tesla's value will come from Optimus Robotics.

In addition, according to media reports, Tesla's CEO has determined Musk's plan to step down. Tesla issued an unprecedented salary agreement to CEO Musk, which plunged to a value of about $1 trillion, the largest senior executive pay plan in U.S. corporate history..

The proposal is intended to inspire Musk to continue leading Tesla for years to come, setting a series of remarkable business standards, including expanding Tesla's Unmanned Rental Business, and increasing the Company's Market Cap from a current estimated $1 trillion to less than $8.5 trillion The duration of the programme is 10 years.

AIEnergy——OKLO, GE Vernova

With the rise of artificial intelligence, the energy demand for data centers around the world is growing rapidly. Cow Cow《Technology giants compete with each other! 2025's nuclear stocks are on the horizon, or it will be AI's next battleground”、Is there a new solution to the bottom of the world's most powerful performance? This Industry Becomes a Secret Winner, Growing by 220% in the Last Year”

The article also points out that Technology's rapid expansion in the core field is a major determinant without the need to pay attention to endpoints, meaning AI's core demand is drifting from a predetermined shift towards reality. Wedbush is definitely Bullish this time. $Oklo Inc(OKLO.US)$ and $GE Vernova(GEV.US)$ These two companies.

OKLO—— Small Nuclear Novel

IN THE FIELD OF SMALL MODULAR REACTORS (SMR), $Oklo Inc(OKLO.US)$ Undoubtedly the most watched company in the market today, with a cumulative increase of more than 228% this year. Its core appeal stems from three key factors: top-tier investor support, leading-edge technical capabilities, and positive commercialization cooperation progress.

1. Top Investor Backing

Early Bets: Back in 2015, OpenAI founder and CEO Sam Otman, known as the “Father of ChatGPT”, invested in OKLO and served as Chairman. He highly recognized the company's potential and considered OKLO “the most likely to achieve commercialization of advanced fission energy solutions.”

Participation: OKLO receives more financial support from Technology and Investment majors such as Jeff Besos, Bill Goetz and Peter Thiel.

DUAL VALUE: THE DEEP INVOLVEMENT OF THESE TOP FIGURES HAS GREATLY BOOSTED MARKET CONFIDENCE, NOT ONLY PROVIDED OKLO WITH SOLID FUNDING SECURITY, BUT ALSO A STRONG ENDORSEMENT OF ITS TECHNOLOGICAL PATHWAYS AND DEVELOPMENT PROSPECTS.

2. Leading technical strength

OKLO's core technical expertise is in other advanced Liquid Metal Cooling Rapid Design:

Fast stack advantage: Liquid sodium-cooled rapid stack technology significantly improves nuclear fuel utilization efficiency and significantly reduces the generation of long-half-life nuclear waste compared to conventional hydraulic stacks. In theory, it could convert nuclear waste generated by conventional nuclear power plants into fuel, achieving a “circular economy” of nuclear fuel.

Advanced Fuels: Using high-precision low-condensing fuel (HALEU, 5%-20%), the option of displaying ~5% condensing fuel used in the current primary reverberation application can greatly increase the running efficiency of advanced recoil applications.

Safety design: Ultra-light and dynamic station design is unique, can be operated underground, using physical laws (such as gravity and natural circulation for real passive cooling. When used in extreme electrical work, the reverberation system can automatically stop and maintain a safe state, and the whole process is not required.

This innovative small modular design opens up a highly imaginative business model space for OKLO. OKLO plans to submit the first phase of the Aurora Power Station joint permit application beginning in the fourth quarter and expects to start pre-construction activities in the third quarter. The company aims to achieve the commercialization of its first nuclear power plant by the end of 2027 or early 2028.

3. Positive progress of commercialization cooperation

OKLO HAS MADE SEVERAL KEY ADVANCES IN PROMOTING COMMERCIALIZATION:

Government support: The recent approval of three nuclear pilot projects by the US Department of Energy will accelerate the development and commercialization of its nuclear technology. The opportunity stems from an executive order Trump signed in May 2025 to streamline and modernize the nuclear licensing and demonstration process.

Industry Chain Collaboration: A strategic partnership with Lightbridge will assess the feasibility of commercial-grade model fuel fabrication at an advanced fuel manufacturing facility built at OKLO, based on the early 2025 backup record, to enhance the feasibility of commercial-grade model fuel fabrication.

In addition, the company has previously reached agreements with data center operators such as Switch to explore energy solutions.

It is worth noting that OKLO is currently in the product development phase and has no business income. It lost $0.18 per share in the second quarter, surpassing market expectations. However, with equity financing completed in the second quarter, up to Q2, corporate cash and like surcharges of US$0.683 billion, further supporting development and project construction needs for years to come.

GEV — THE BEST NVIDIA IN THE POWER EQUIPMENT WORLD

GEV Corporation is an energy technology company incorporated in the United States of America's industrial powerhouse General Electric in April 2024 and is publicly traded on the New York Stock Exchange.

The Company operates Power (Fuel and Services, Wind and Wind Power, and Electrification) in three major Sectors, a polycore power supply system and a cleaning power source to power the world's communications and help decarbonize electricity.

IN THIS GEARED POWER SCOOTER, GEV HAS GONE FROM BEING THE BIG WINNER OF THE GENERAL ELECTRIC GROUP TO THE BIG WINNER IN AI, SURPASSING NVIDIA BY A STAGGERING 4X.

GE Vernova's Q2 Earnings Reports in 2025 are on track, with earnings of $1.24 trillion, well above expectations of $0.88 trillion; EPS of $1.86 billion per share, well above Analysts' expectations of $1.50. Total orders grew 12% year-on-year to US$12.4 billion, reflecting strong demand growth in other areas such as power generation equipment, services and grid infrastructure facilities.

Volumetric Orders are the Core Indicators of the Value of Power Shares in Research and are the Key Trend Indicators for Capital Markets. For the second quarter, GE Vernova volume orders amounted to $128.7 billion, about three percent of its revenue in 2024, which means that the company's life base has been depleted for less than three years.

In addition, GEV has a related deployment in Small Modular Reactors (SMRs), and the company is expected to deploy its BWRX-300 reactor in Ontario, Canada in May this year. According to the company, this will be the first SMR in the Western world to be formally invested in the construction and deployment process.

GE Vernova CEO expects more customers to apply for SMR designs using the company's core technology by the end of this year. We pointed out that our customers, such as data centers and compute chips, are investing extremely high in GE Vernova's SMR, and we are willing to pay the price for high-performance power sources that emit carbon.

The AI wave has injected a new impetus into the GEV electrification sector. The expansion of data centers is not only driven by the need for power generation, but also a huge market for stable, efficient transmission and distribution networks.

In the second quarter, the electrification sector performed brilliantly as the core engine of growth: revenue climbed to $2.2 billion and EBITDA nearly doubled to 14.6%.

Notably, orders for gas generation equipment increased to 55 kW, fully establishing GEV as a leader in the field of enabling AI economy energy.

GE Vernova's post-five-year growth in consolidated profit growth will reach a staggering 70%, capped by strong profit growth in GE Vernova over the next five years due to energy demand associated with AI data centers and a longer equipment trading cycle, from UBS Group Analyst Amit Mehrotra forecast in a report. The highest estimate among globally listed companies.

However, the current high price of GEV also carries a certain amount of valuation risk.

BeforeGlobal Power Industry Leader GEV, the Power Winner of the Age of AIA detailed article about this company can be viewed by interested fellow investors.

Undervalued AI Robotics Concept Share:Share:Serve RoboticsServeroRobotics

As the developer of the field of Robotics Delivery, $Serve Robotics(SERV.US)$ Borrowed through continuous technological innovation and strategic partnerships, the company has grown from start-up to Nasdaq-listed company in just four years.

By March 2025, the company had managed to deploy more than 1,200 Smart Robotics in seven major U.S. cities, completing commercial delivery missions more than 2 million times. The aggressive development of the core technology and the inexorable market numbers have not only solidified the Industry lead, but also signaled that City Logistics Automation is firmly entering the new year.

Industry analyst Analyst predicts that in 2028, Serve RoboticsServotics expects revenue of US$1.5 billion per year due to the 35% volume of the North American automated terminal delivery market, making it a major component of smart city infrastructure facilities.

AIInfrastructure Company: CoreWeave, Nebius

$CoreWeave(CRWV.US)$ 、 $NEBIUS(NBIS.US)$ Named AI infrastructure behemoths by the market, the two companies rose more than 122% and 136% respectively this year.

BeforeA NEW AGE OF GOLD! Fund Development Becomes the Next Major Battleground for Investors to Become New Gold”The article also gave a detailed breakdown of the two companies, specifically looking at:

CoreWeave: Miners, Embrace NVIDIA, All In Power Rental

According to the Securities Securities Research Reports, CoreWeave 2017, led by mining giant Atlantic Cryptocurrency, acquired a large number of GPUs and coin denominators, and the company began exploring conversions, buying second-hand GPUs at low prices to AI, and providing high-performance computing power rental services.

ChatGPT in 2022 launches a global breakthrough, with CoreWeave Borrowing Bare Metal GPU model and powerful power delivery capabilities, forging deep partnership with NVIDIA in 2023, attracting major customers including OpenAI, Meta, Microsoft, All In Power Rental, becoming the most affordable utility to date One of the suppliers of AI Core Infrastructure Facilities for Visual Power.

CoreWeave has 32 data centers running over 0.25 million+ GPUs, serving major North American customers such as Microsoft, NVIDIA, OpenAI, Meta, and Google. CoreWeave focuses on GPU-driven power rental services, with 32 data centers and over 0.25 million PUs, leading North American customers such as Microsoft, NVIDIA, OpenAI, Meta, Google, and adding to the rapidly growing computing needs of its customers while increasing the vitality of other open source assets.

Microsoft is the first largest customer, with a revenue margin of over 62% in 2024. CoreWeave and Microsoft Signature Services Agreement, in 2023, CoreWeave confirmed revenue of $81 million for Microsoft's services, and $1.2 billion in 2024, and 62% of total revenue.

—NVIDIA nurtures CoreWeave, renting out other power. In early 2023, NVIDIA has agreed to pay CoreWeave $1.3 billion over four years to lease back self-produced chips, which will last until August 2027.

OpenAI and CoreWeave Sign $11.9 Billion in Five-Year Lands. As of March 10, 2025, CoreWeave and OpenAida generated $11.9 billion in revenue each year, adding approximately $2 billion annually to CoreWeave.

Google has started talking with CoreWeave to improve its locking power. According to the INFORMATION report, Oracle is in talks with CoreWeave to lock in NVIDIA's advanced Blackwell chip, while it hopes to lease CoreWeave's data center space to install other mass processing units (TPUs) that are partnering with Broadcom.

It is worth noting that in the context of high computing demands, CoreWeave provides machine services in the GPU-Direct Service (GAAS) mode. For customers, it is possible to meet the needs of traditional manufacturers to meet the needs of more precision and higher profitability AI services demonstrate to CoreWeave that GPUs can reduce performance losses from virtualization, increase compute efficiency, and increase GPU utilization.

In addition, CoreWeave has two distinct advantages: missing multi-card group management capabilities and public cluster network communication capabilities.

Mon-Card Cluster Management Capability: In the Non-Superscale Modeling Service Provider (CSP), CoreWeave is the least resource-rental provider that can operate ultra-large scale model clusters that can manage more than 10,000 H100GPU-structured compute clusters that require power rental factory equipment Strong technology storage and operational capability.

Expanded clustered network communication capabilities: CoreWeave is a provider of fully configurable InfiniBand SHARP (scalable tiered multiplexing), CoreWeave is capable of real-time in-network computing, demonstrating the communication efficiency of large-scale simulation training. AT THE SAME TIME, THE MONITORING SYSTEM IS COMPLETE, OTHER DEVELOPED NCCL PERFORMANCE ANALYTICS PLUGS HELP CUSTOMERS IDENTIFY COMMUNICATION BOTTLE PIN POINT CONTROLLERS, AUTOMATICALLY SEPARATE FREQUENT POINTS, AND PROVIDE HEAT BACKUP POINT REPLACEMENT WITHIN 90 SECONDS, MINIMIZING TRAINING INTERVAL TIME.

Thanks to the GAAS model and group management capabilities, CoreWeave can be low-priced, cost-effective, and highly efficient.

In fact, CoreWeave is important in AI computing leaderships. Â The company is a leading provider of full-scale Blackwell GPU product offerings, specializing in workload design data centers for AI, IBM and MISTRAL AI-branded companies. Analysts predict that CoreWeave's year-to-date revenue growth is expected to grow 127%, possibly to $11 billion, driven by demand.

From the perspective of the stock price, CoreWeave has no implications, falling by about 50% from its historic high and not recording a year-over-year increase of 120%. Despite the near term, the company expects global support for AI infrastructure to reach $3 trillion to $4 trillion by the end of this year, as NVIDIA Chief Financial Officer Colette Kress said in an Earnings Reports conference call. However, a high average customer base is one of the risks of other companies.

NEBIUS: WIN SHORT-TERM RENTAL PRICE COMPARISONS

Based on Financial Statements Research Reports, $ NEBIUS (NBIS.US)$ Formerly the Russian version of Google, AI has been steadily transforming rental power.

Nebius is founded by Yandex, a Russian technology giant, whose business is searching for maps, cars, music and popular media. In 2022, Yandex temporarily changed its policy, launched a military regroupment, cut off the Russian market. In October 2024, Yandex and Nebius completed a successful merger. Reborn NEBIUS leverages Yandex's AI capability storage and builds Hyperscaler's expertise, leveraging a large number of AI infrastructure facilities, All In power rentals, and into global AI infrastructure facilities, providing large scale GPU power group rental services and related development tools.

In partnership with CoreWeave, NEBIUS has acquired an investment from NVIDIA. As a local service provider in Europe, Nebius relies on the support of the IPCEI CIS project in Europe. NEBIUS OFFERS LOWER POWER PRICES BY WORKING DIRECTLY WITH ODM MANUFACTURERS AT ITS OWN FINANCIAL ADVANTAGE. At the same time, NEBIUS has a professional team of 400+ software hardware engineers to support the ODM strategy to help GPUs quickly gain ground.

In addition, CoreWeave's location is primarily a provider of computer servers, while NEBIUS is working to build full-scale infrastructure facilities for the rapidly growing global AI Industry. Other services include large-scale GPUs, developer tools and support services to create integrated high-performance solutions based on proprietary software infrastructure and hardware design capabilities — including server, rack and data center design.

This difference further leads to the difference in the appearance of the two people in the customer structure and development mode. AI Servers are more likely to meet the demanding needs of the computing power expansion of the technology cluster, while NEBIUS is lending comprehensive services to large enterprises, and other customers are more likely to adopt a typical service provider model, and other customers range from medium to small AI start-ups to large technology companies. Structures are more complex. This broad customer base makes NEBIUS less effective than large customers and enhances Business risk aversion.

IN ADDITION, NEBIUS HAS SET ITSELF THE GOAL OF INCREASING GPU CAPACITY BY MID-2025 TO BECOME A GLOBAL LEADING PROVIDER OF AI INFRASTRUCTURE FACILITIES.

CURRENTLY, NEBIUS HAS RISEN 130% IN THE YEAR, ACCELERATING ITS EARNINGS GROWTH AFTER THE POST. However, investors need to be alarmed by differences in the speed of expansion and the timing, and any credit number that is not expected can trigger a reversal.

Overall, Wedbush Analysts say that the growth of AI has been driven mainly by fewer US Technology majors, and this year's capital support spending of nearly US$350 billion has led more companies and governments around the world to join the AI portfolio, and the sustainability of this sector is on the right track.

“The team indicated that Astronauts may feel weak on the current valuation and remain concerned about the historical upswing in Technology shares, but what we need to do is to strengthen it——if only the next year's PE (P/E) appreciates value, it will only exceed the strength of the change in tool reserve yield growth every 20 years. Technology shares, you will fail.