The Next Chapter: Clarifai Compute Orchestration and Reasoning Engine Joins Nebius

The post CoreWeave vs Nebius: Comparing Two AI Cloud Infrastructure Stocks in 2026 appeared on BitcoinEthereumNews.com. Key Takeaways CoreWeave achieved $2.1B in first-quarter 2026 revenue, representing 112% annual growth, alongside a contracted backlog approaching $100B Nebius delivered $399M in quarterly revenue with remarkable 684% annual expansion, surpassing market forecasts CoreWeave maintains approximately $14B in outstanding debt with planned 2026 capital expenditures between $30B and $35B Nebius maintains a robust $3.7B cash position, supported by strategic partnerships with Meta and Microsoft Wall Street assigns Moderate Buy ratings to both companies, though they represent distinct investment risk categories CoreWeave and Nebius both compete within the emerging “neocloud” sector, delivering GPU-intensive infrastructure specifically designed for artificial intelligence applications. These companies aren’t attempting to replicate the comprehensive services of Amazon, Google, or

AMSTERDAM, May 14, 2026 — Nebius has announced that the core engineering and research team from Clarifai, led by founder and CEO Matthew Zeiler, is joining Nebius. Nebius has also agreed […] The post Nebius Adds Clarifai Engineering Team, Licenses Inference Tech appeared first on AIwire.

The post Nebius (NBIS) Stock Surges Near 52-Week Peak Following Major Tech Partnerships and $643M Acquisition appeared on BitcoinEthereumNews.com. Key Takeaways Nebius Group has finalized a $643 million deal to acquire Eigen AI, integrating advanced inference and optimization capabilities into its technology stack. A $2 billion equity commitment from Nvidia supports Nebius’s strategic transformation into a Platform as a Service provider. The company has locked in multi-billion dollar, extended-term agreements with Meta and Microsoft for AI infrastructure services. Institutional investors have increased their holdings to 21.9%, with Mitsubishi UFJ Asset Management expanding its position by 230.6%. NBIS shares opened Friday at $177.08, approaching the 52-week peak of $197.89, while analyst consensus shows a “Moderate Buy” rating with a $154.75 average price target. Nebius Group is executing an ambitious strategy to climb higher in the artificial intelligence technology stack. The company

Benchmarking Gemma-3-4B, MiniCPM-o 2.6, and Qwen2.5-VL-7B-Instruct for latency, throughput, and scalability.

The photo deletion comes after an FTC settlement with Clarifai. The company had asked OkCupid — whose executives had invested in Clarifai — to share data in 2014, according to court documents.

Clarifai 12.3 introduces KV Cache-Aware Routing. Routes requests to replicas with relevant cache state for faster inference. Zero configuration required.

The 310MW site joins Europe’s accelerating push to rival U.S. AI infrastructure.