AI infrastructure stocks surge on strong CoreWeave, Nebius, Supermicro earnings

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โดย Yahoo Finance·US·Read original
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CoreWeave, Nebius, and Supermicro each reported strong quarterly results after the bell on Tuesday, sending their shares soaring on Wednesday as investors shrugged off AI bubble fears. Nebius saw revenue of $582.3 million, up 454% year-over-year from $105.1 million, and signed four major AI cloud deals with an average total contract value of more than $1 billion. CoreWeave's revenue increased 112% to $2.5 billion from $1.2 billion, while its revenue backlog grew 246% to $104.2 billion, and Supermicro posted adjusted earnings per share of $1.70, beating expectations of $1.59, with net sales guidance of $14.5 billion to $15.5 billion versus Wall Street's $11.9 billion projection. The three companies are spending heavily on GPUs and AI infrastructure, with Nebius reporting $5.7 billion in capital expenditures and CoreWeave $9.4 billion, while CoreWeave's adjusted net losses expanded to -$567 million from -$130 million last year.

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