A historic wave of investment is pouring into artificial intelligence (AI), creating a foundational shift in the technology sector. While the spotlight often lands on mega-cap companies, the real engine room of the AI revolution is the specialized computing infrastructure it requires. This demand has given rise to a new and powerful class of competitors. At the center of this movement are two companies capturing intense investor interest: CoreWeave NASDAQ: CRWV and Nebius Group NASDAQ: NBIS. After entering ...