Here’s how CoreWeave and Nebius can prove the AI doubters wrong

CoreWeave and Nebius are emerging as leaders in AI infrastructure, capitalizing on surging demand for compute power that outpaces Big Tech’s data center capacity. BofA Securities analyst Tal Liani reinstated coverage of CoreWeave with a "buy" rating and $100 price target, projecting 22% upside from current levels. Liani also initiated coverage of Nebius with a "buy" rating and $150 target, implying 31% potential growth, signaling strong confidence in both firms. These "neocloud" providers specialize in AI infrastructure services, filling critical gaps as traditional cloud providers struggle to meet explosive AI workload demands. The analyst’s bullish outlook underscores how specialized AI infrastructure firms are disrupting Big Tech’s dominance in the high-performance computing market.