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Nebius Stock Has Made a Big Move. This Artificial Intelligence (AI) Stock Could Be Next.

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Nebius shot up 50% in a day thanks to its Microsoft deal, but investors who missed its impressive spike have a solid alternative to buy right now.

Nebius Holdings (NBIS 1.24%) stock took off on Sept. 9, rising almost 50% in a single day after it emerged that the cloud artificial intelligence (AI) infrastructure provider has landed a massive contract with Microsoft (MSFT 1.82%) that’s going to supercharge its growth for years to come.

For a company that has clocked $250 million in revenue in the past four quarters, the $19.4 billion contract from Microsoft that will run until 2031 is definitely a big deal. The tech giant has given Nebius such a lucrative deal to gain access to the latter’s New Jersey data center. This is a dedicated AI data center powered by graphics processing units (GPUs), and Microsoft is going to use the same for handling AI workloads.

However, Nebius is not the only dedicated AI cloud infrastructure company out there. There is another company that’s been in fine form on the stock market this year, is growing at a solid pace, has a terrific backlog, and is cheaper than Nebius from a valuation perspective.

Let’s take a closer look at that name and why it will be a good idea to buy it right away.

Image source: Getty Images.

Nebius’ surge has rubbed off positively on this cloud infrastructure provider

CoreWeave (CRWV -0.67%) stock jumped more than 7% in the wake of the Nebius-Microsoft deal. It is easy to see why that was the case. Just like Nebius, CoreWeave also rents out its dedicated, GPU-powered data centers to customers looking to run AI and machine learning (ML) workloads.

The company points out that its AI infrastructure is purpose-built for AI, allowing its customers to reduce the time to market and improve efficiency and speed significantly. Not surprisingly, CoreWeave has witnessed remarkably solid demand for its AI infrastructure offerings, as is evident from the rapid growth in the company’s revenue and backlog.

CoreWeave’s top line jumped 207% in the second quarter of 2025 to $1.2 billion. But what’s more impressive is its backlog worth $30.1 billion, which increased by nearly $14 billion from the year-ago quarter. CoreWeave’s revenue backlog has doubled in the first half of 2025, thanks to the sizable contracts it has won from the likes of OpenAI and Google Cloud.

OpenAI has awarded CoreWeave contracts totaling $15.9 billion this year. CoreWeave has won business from new hyperscale and enterprise customers as well. Looking ahead, it won’t be surprising to see CoreWeave’s revenue backlog getting fatter. That’s because major cloud computing providers are witnessing massive growth in their contractual obligations, and that’s why they are tapping the likes of Nebius and CoreWeave to get their hands on more AI data center capacity.

Microsoft, for instance, saw its contracted remaining performance obligations (RPO) jump by 35% year over year in the previous quarter to a whopping $368 billion. The company credited this massive backlog to the robust demand for its cloud services. This makes it clear why the tech giant decided to turn to Nebius to unlock more capacity so that it can fulfill the heavy AI computing demand that it is witnessing.

An important thing worth noting here is that Microsoft is CoreWeave’s largest customer, accounting for 62% of its top line in 2024. Meta Platforms and IBM are some of its other customers, and CoreWeave has also brought OpenAI on board this year. Given that the company sees its addressable market hitting $400 billion by 2028, investors can expect it to sustain its healthy growth levels in the long run, especially considering its focus on bringing more capacity online.

CoreWeave operated 33 AI data centers in North America and Europe at the end of the previous quarter with an active power capacity of 470 megawatts (MW). The company plans to end the year with 900 MW of active data center capacity. What’s more, its contracted data center capacity of 2.2 gigawatts (GW) indicates that it can substantially ramp up its capacity in the long run.

Contracted power refers to the data center capacity that CoreWeave can bring online by deploying compute, networking, and storage equipment, which will turn the contracted capacity into active capacity. What’s worth noting here is that CoreWeave’s active capacity was well above Nebius’ 220 MW at the end of the previous quarter. Additionally, its contracted capacity is much higher than that of Nebius, which expects to have 1 GW of contracted capacity by the end of next year.

So, CoreWeave is ahead of Nebius as far as capacity is concerned. Throw in a more attractive valuation, and it’s easy to see why CoreWeave has the potential to fly higher in the future.

CoreWeave’s solid growth potential can send the stock flying

Consensus estimates are projecting red-hot growth in CoreWeave’s revenue.

CRWV Revenue Estimates for Current Fiscal Year Chart

CRWV Revenue Estimates for Current Fiscal Year data by YCharts

Its outstanding backlog and the size of its total addressable market can indeed allow it to more than triple its top line in the space of just two years, as seen in the chart above. This makes CoreWeave an attractive buy since it is trading at less than 14 times sales, a massive discount to Nebius’ price-to-sales ratio of 91.

Even if CoreWeave trades at 5 times sales (in line with the Nasdaq Composite index’s multiple) after three years and achieves $17 billion in revenue, its market cap could jump to $85 billion. That points toward a 73% jump from current levels, though stronger gains cannot be ruled out.

Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends International Business Machines, Meta Platforms, and Microsoft. The Motley Fool recommends Nebius Group and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.



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AI in PR Research: Speed That Lacks Credibility

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Artificial intelligence is transforming how research is created and used in PR and thought leadership. Surveys that once took weeks to design and analyze can now be drafted, fielded and summarized in days or even hours. For communications professionals, the appeal is obvious: AI makes it possible to generate insights that keep pace with the news cycle. But does the quality of those insights hold?

In the race to move faster, an uncomfortable truth is emerging. AI may make aspects of research easier, but it also creates enormous pitfalls for the layperson. Journalists rightfully expect research to be transparent, verifiable and meaningful. This credibility cannot be compromised. Yet an overreliance on AI risks jeopardizing the very characteristics that make research such a powerful tool for thought leadership and PR.

This is where the opportunity and the risk converge. AI can help research live up to its potential as a driver of media coverage, but only if it is deployed responsibly, and never as a total substitute for skilled practitioners. Used without oversight, or by untrained but well-meaning communicators, it produces data that looks impressive on the surface but fails under scrutiny. Used wisely, it can augment and enhance the research process but never supplant it.

The Temptation: Faster, Cheaper, Scalable

AI has upended the traditional pace of research. Writing questions, cleaning data, coding open-ended responses and building reports required days of manual effort. Now, many of these tasks can be automated.

  • Drafting: Generative models can create survey questions in seconds, offering PR teams a head start on design.
  • Fielding: AI can help identify fraudulent or bot-like responses.
  • Analysis: Large datasets can be summarized almost instantly, and open-text responses can be categorized without armies of coders.
  • Reporting: Tools can generate data summaries and visualizations that make insights more accessible.

The acceleration is appealing. PR professionals can, in theory, generate surveys and insert data into the media conversation before a trend peaks. The opportunity is real, but it comes with a condition: speed matters only when the research holds up to scrutiny.

The Risk: Data That Doesn’t Stand Up

AI makes it possible to create research faster, but not necessarily better. Fully automated workflows often miss the standards required for earned media.

Consider synthetic respondents, artificial personas generated by AI to simulate human answers to surveys, trained on data from previous surveys. On the surface, they provide instant answers to survey questions. But research shows they diverge from real human data once tested across different groups and contexts. The issue isn’t limited to surveys. Even at the model level, AI outputs remain unreliable. OpenAI’s own system card shows that despite improvements in its newest model, GPT-5 still makes incorrect claims nearly 10% of the time.

For journalists, these shortcomings are disqualifying. Reporters and editors want to know how respondents were sourced, how questions were framed and whether findings were verified. If the answer is simply “AI produced it,” credibility collapses. Worse, errors that slip into coverage can damage brand reputation. Research meant to support PR should build trust, not risk it.

Why Journalists Demand More, Not Less

The reality for PR teams is that reporters are inundated with pitches. That volume has made editors more discerning, and credible data can differentiate a pitch from the competition.

Research that earns coverage typically delivers three things:

  1. Clarity: Methods are clearly explained.
  2. Context: Results are tied to trends or issues audiences care about.
  3. Credibility: Findings are grounded in sound design and transparent analysis.

These expectations have only intensified. Public trust in media is at a historic low. Only 31% of Americans trust the news “a great deal” or “a fair amount.” At the same time, 36% have “no trust at all,” the highest level of complete distrust Gallup has recorded in more than 50 years of tracking. Reporters know this and apply greater scrutiny before publishing any research.

For PR professionals, the implication is clear: AI can speed up processes, but unless findings meet editorial standards, they will never see the light of day.

Why Human Oversight Is Indispensable

AI can process data at scale, but it cannot replicate the judgment or accountability of human researchers. Oversight matters most in four areas:

  • Defining objectives: Humans decide which questions are newsworthy or align with campaign goals and what narratives are worth testing.
  • Interpreting nuance: Machines can classify sentiment, but are bad at identifying sarcasm, cultural context and emotional cues that shape meaningful insights.
  • Accountability: When findings are published, people – not algorithms – must explain the methods and defend the results.
  • Bias detection: AI reflects the limitations of its training data. Without human review, skewed or incomplete findings can pass as fact.

Public opinion reinforces the need for this oversight. Nearly half of Americans say AI will have a negative impact on the news they get, while only one in 10 say it will have a positive effect. If audiences are skeptical of AI-created news, journalists will be even more cautious about publishing research that lacks human validation. For PR teams, that means credibility comes from oversight: AI may accelerate the process, but only people can provide the transparency that makes research media ready.

AI as a Partner, Not a Shortcut

AI is best used strategically. It is as an “assistant” that enhances workflows rather than a substitute for expertise. That means:

  • Letting AI handle repetitive tasks such as transcription, always with human oversight.
  • Documenting when and how AI tools are used, to build transparency.
  • Validating AI outputs against human coders or traditional benchmarks.
  • Training teams to understand AI’s capabilities and limitations.
  • Aligning with evolving disclosure standards, such as the AAPOR Transparency Initiative.

Used this way, AI accelerates processes while preserving the qualities that make research credible. It becomes a force multiplier for human expertise, not a replacement for it.

What’s at Stake for PR Campaigns

Research has always been one of the most powerful tools for earning media. A well-executed survey can create headlines, drive thought leadership and support campaigns long after launch. But research that lacks credibility can do the opposite, damaging relationships with journalists and eroding trust.

Editors are paying closer attention to how AI is being used in PR. Some are experimenting with it themselves, while exercising caution. In Cision’s 2025 State of the Media Report, nearly three-quarters of journalists (72%) said factual errors are their biggest concern with AI-generated material, while many also worried about quality and authenticity. And although some reporters remain open to AI-assisted content if it is carefully validated, more than a quarter (27%) are strongly opposed to AI-generated press content of any kind. Those figures show why credibility cannot be an afterthought: skepticism is high, and mistakes will close doors.

The winners will be teams that integrate AI responsibly, using it to move quickly without cutting corners. They will produce findings that are timely enough to tap into news cycles and rigorous enough to withstand scrutiny. In a crowded media landscape, that balance will be the difference between earning coverage and being ignored.

Conclusion: Credibility as Currency

AI is here to stay in PR research. Its role will only expand, reshaping workflows and expectations across the industry. The question is not whether to use AI, but how to use it responsibly.

Teams that treat AI as a shortcut will see their research dismissed by the media. Teams that treat it as a partner – accelerating processes while upholding standards of rigor and transparency – will produce insights that both journalists and audiences trust.

In today’s environment, credibility is the most valuable currency. Journalists will continue to demand research that meets high standards. AI can help meet those standards, but only when guided by human judgment. The future belongs to PR professionals who prove that speed and credibility are not in conflict, but in partnership.



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High Schoolers, Industry Partners, and Howard Students Open the Door to Tech at the Robotics and AI Outreach Event

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Last week in Blackburn Center, Howard University welcomed middle school, high school, and college students to explore the rapidly expanding world of robotics over the course of its second Robotics and AI Outreach Event. Teams of high school students showcased robots they built, while representatives from partnering Amazon Fulfillment Technologies, FIRST Robotics, the U.S. Navy and U.S. Army Research Laboratories, and Viriginia Tech gave presentations on their latest technologies, as well as ways to get involved in high-tech research. 

Across Thursday and Friday, Howard students and middle and high schoolers from across the DMV region heard from university researchers creating stories with generative AI and learned how they can get involved in STEM outreach from the Howard University Robotics Organization (HURO) and FIRST Robotics. They also viewed demonstrations of military unmanned ground vehicles and the Amazon Astro household robot. The biggest draw, however, was the robotics showcase in the East Ballroom. 

Amazon Program Manager Gerald Harris demos the Astro to students.

Over both days, middle and high school teams from across the DMV presented their robots as part of the FIRST Tech Challenge (FTC) and FIRST Robotics Competition, during which they were tasked with designing a robot within  six weeks. The program is intensive and gives students a taste of a real-world engineering career, as the students not only design and build their entries, but also engage in outreach events and raise their own funding each year.

“It’s incredible,” said Shelley Stoddard, vice president of FIRST Chesapeake. “I liken our teams to entrepreneurial startups. Each year they need to think about who they’re recruiting, how they’re recruiting; what they’re going to do for fundraising. If they want to have a brand, they create that, they manage that. We are highly encouraging of outreach because we don’t want it to be insular to just their schools or their classrooms.” 

Reaching the Next Generation of Engineers

This entrepreneurial spirit carries across the teams, such as the Ashburn, Virginia-based BeaverBots, who showed up in matching professional attire to stand out to potential recruits and investors as they presented three separate robots they’ve designed over the years — the Stubby V2, Dam Driver V1, and DemoBot — all built for lifting objects. Beyond already being skilled engineers and coders in their own right, the team has a heavy focus on getting younger children into robotics, even organizing their own events.

One of three robots designed by the BeaverBots team.

“One of the biggest things about our outreach is showing up to scrimmages and showing people we actually care about robotics and want to help kids join robotics,” said team member and high school junior Savni (last name withheld). “So, for example we’ve started a team in California, we’ve mentored [in] First Lego League, and we’ve hosted multiple scrimmages with FTC teams.”

“We also did a presentation in our local Troop 58 in Ashburn, where we showed our robot and told kids how they can get involved with FIRST,” added team vice-captain Aryan. “Along with that, a major part of our fundraising is sponsorship and matching grants.  We’ve received matching grants from CVS, FabWorks, and ICF.”

This desire to pay it forward and get more people involved in engineering wasn’t limited to the teams. Members of the student-run HURO were also present, putting on a drone demo and giving lectures advocating for more young Black intellectuals to get into science and engineering. 

“Right now, we’re doing a demo of one of our drones from the drone academy,” explained senior electrical engineering major David Toler II. “It’s a program we’ve put on since 2024 as a way to enrich the community around us and educate the Black community in STEM. We not only provide free drones to high schools, but we also work hands-on with them in very one-on-one mentor styles to give them knowledge to build on themselves and understand exactly how it works, why it works, and what components are necessary.” 

Building A Strong Support Network

HURO has been involved with the event from the beginning. Event organizer and Howard professor Harry Keeling, Ph.D., credits the drone program for helping the university’s AI and robotics outreach take flight. 

“It started with the drone academy, then that expanded through Dr. Todd Shurn’s work through the Sloan Foundation in the area of gaming,” explained Keeling. “Then gaming brought us to AI, and we got more money from Amazon and finally said ‘we need to do more outreach.’” 

Since 2024, Keeling has been working to bring more young people into engineering and AI research, relying on HURO, other local universities and high schools, industry partners like Amazon, and the Department of Defense, to build a strong network dedicated to local STEM outreach. Like with FIRST Robotics, a large part of his motivation with these growing partnerships is to prepare students for successful  jobs in the industry.

“We tell our students that in this field, networking is how you accomplish career growth,” he said. “None of us knows everything about what we do, but we can have a network where we can reach out to people who know more than we do. And the stronger our network is, the more we are able to solve problems in our own personal and professional lives.” 

At next year’s event, Keeling plans to step back and allow HURO to take over  more of the organizing and outreach, further bringing the next generation into leadership positions within the field. Meanwhile, he is working with other faculty members across the university to bring AI to the curriculum, further demystifying the technology and ensuring Howard students are prepared for the future. 

For Keeling, outreach events like this are vital to ensuring that young people feel confident in entering robotics, rather than intimidated. 

“One thing I realized is young people gravitate to what they see,” he said. “If they can’t see it, they can’t conceive it. These high schoolers[and] middle schoolers are getting a chance to rub elbows with a lot of professionals [and] understand what a roboticist ultimately might be doing in life.” 

He hopes that his work eventually makes children see a future in tech as just as possible as any other field they see on TV. 

“I was talking with my daughters, and I asked them at dinner ‘what do you want to be when you grow up?’” Keeling said. “And my youngest one said astronauts, and an artist, and a cook. Now hopefully one day, one of those 275 students that were listening to my presentation will answer the question with ‘I want to be an AI expert. I want to be a roboticist.’ Because they’ve come here, they’ve seen and heard what they can do.”





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CrowdStrike bets big on agentic AI with new offerings after $290M Onum buy

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The real innovation in CrowdStrike’s Agentic Security Platform, then, is that the top two levels of the enterprise graph “act as abstraction layers that hide all this complexity away from both human and agentic AI users,” Zaitsev said. “The semantic data model essentially gives you one common language, a Rosetta Stone that we can use to abstract away the differences between all these different security domains, all these different vendors, and proprietary schemas. And we do it essentially in plain, simple English.”

An example illustrates how this innovation operates. “One vendor like CrowdStrike might call something an IPv4 in a log event, and another vendor may call something an IP underscore four,” Zaitsev said. “As humans, we kind of intuitively know if you have a cybersecurity background, they’re talking about an IP address version four.”

But “protocol machines don’t typically work that way, though they need that mapping done for them. So not only have we done that mapping without disturbing the underlying data, but we’re also using plain, simple semantic meaning — concepts that any agentic system will understand out of the box without any specialized training or fine-tuning,” he said.



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