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Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nebius

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Key Points

  • Nebius and CoreWeave have been in red-hot form on the stock market this year thanks to the terrific demand for their cloud infrastructure solutions.

  • Both companies seem to be able to sustain their impressive growth in the long run, thanks to the lucrative AI-related market that they are serving.

CoreWeave(NASDAQ: CRWV) and Nebius Group(NASDAQ: NBIS) have witnessed a rapid jump in their share prices this year. Investors have been buying these stocks hand over fist because they are benefiting big time from the growing demand for cloud-based artificial intelligence (AI) infrastructure.

CoreWeave stock has shot up a remarkable 224% in just four months since going public in March this year, and Nebius has clocked healthy gains of 84% so far in 2025. Both companies are in the business of renting out data centers powered by graphics processing units (GPUs), which their customers use to train AI models, build applications, and scale up those applications in the cloud.

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But if you have to choose one of these two stocks for your portfolio right now, which one should it be? Let’s find out.

Image source: Getty Images.

The case for CoreWeave

CoreWeave’s rally since its initial public offering (IPO) can be attributed to the terrific growth in the company’s revenue and backlog. Its top line jumped by more than fivefold in the first quarter to $981 million, and it’s on track to sustain its outstanding momentum.

That’s because the cloud infrastructure-as-a-service market in which CoreWeave operates is growing at an incredible pace. Grand View Research estimates that the cloud AI market could generate $650 billion in annual revenue in 2030, nearly 7.5 times the size of this market last year. CoreWeave is capitalizing on this lucrative opportunity by offering access to the top-of-the-line GPUs from Nvidia along with server processors from AMD.

The company claims that customers using its cloud AI infrastructure enjoy significant cost and performance advantages. It says its infrastructure is “purpose-built for compute-intensive workloads, and everything from our servers to our storage and networking solutions are designed to deliver best-in-class performance.”

The demand for the company’s AI infrastructure is outpacing supply, so it is focused on scaling up its capacity quickly to satisfy the strong demand. Management said on its May earnings conference call that it has raised over $21 billion to expand infrastructure and data center capacity.

The company recently announced the upcoming $9 billion acquisition of Core Scientific, which could bring another 1 gigawatt (GW) of data center capacity and help lower its costs from its existing leases with Core Scientific.

CoreWeave forecasts a reduction of over $10 billion in future lease liabilities once the acquisition is complete, followed by annual run-rate cost savings of $500 million by the end of 2027. Before this acquisition was announced, CoreWeave was projecting a fourfold increase in its data center capacity under its existing capacity contracts.

This focus on enhancing data center capacity should pave the way for outstanding growth for CoreWeave since it was sitting on a revenue backlog of almost $26 billion at the end of the first quarter — 63% higher from the year-ago period. As such, analysts are expecting its revenue to continue increasing at a strong pace.

CRWV Revenue Estimates for Current Fiscal Year Chart

CRWV Revenue Estimates for Current Fiscal Year; data by YCharts.

CoreWeave is likely to remain a top AI stock since it is serving a fast-growing market and is investing aggressively to capture a share of it.

The case for Nebius

Nebius shot up impressively last week after Goldman Sachs put a 12-month price target of $68 on the stock. The investment bank said that the company’s full-stack AI infrastructure, which includes hardware and software tools, allows it to make the most of the impressive opportunity in this space.

Goldman’s price target calls for a 31% jump in the stock in the coming year. And there is a good chance that the company could surpass that given its 385% revenue jump year over year in the first quarter to $55 million. More importantly, the growth in its annual revenue run rate was much faster at 684% year over year to $249 million.

That improved to $310 million in April, and the company forecasts an annual revenue run rate of $750 million to $1 billion by the end of the year, driven by the new data center capacity it is planning. In a letter to shareholders, CEO Arkady Volozh said:

We are rapidly expanding our capacity footprint. In just three quarters, we’ve gone from one location in Finland to five locations across Europe, the U.S., and now the Middle East. We are actively exploring new sites in the U.S. and around the world, and we expect to provide more news on this soon.

Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers developer tools and services that customers can employ to refine their AI models, run inference tasks, and develop custom solutions. This is why Goldman believes that Nebius could be a leader in the cloud AI space.

The company’s balance sheet — with $1.45 billion in cash and $188 million in debt — allows it to continue putting more money into its cloud infrastructure. This explains the healthy top-line growth it is projected to deliver.

NBIS Revenue Estimates for Current Fiscal Year Chart

NBIS Revenue Estimates for Current Fiscal Year; data by YCharts.

So, like CoreWeave, Nebius is likely to remain a high-growth company. But is it a better buy than its larger peer at this point?

The verdict

Both CoreWeave and Nebius are growing at healthy rates and are expected to sustain that. So, investors should look at their valuations to decide which is the better buy.

The two companies aren’t profitable right now considering their aggressive infrastructure investments, so we need to compare their price-to-sales ratios (P/S).

NBIS PS Ratio (Forward) Chart

NBIS PS Ratio (Forward); data by YCharts.

Nebius stock is way more expensive than CoreWeave when comparing sales multiples, indicating that the latter is a better buy even after its strong rally this year. Moreover, CoreWeave is growing faster, has a huge backlog, and is sitting on ample resources to continue expanding its data center footprint, making it the easy choice for investors considering which of these two AI stocks is worth adding to their portfolios right now.

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URI Basketball Is Now Using Artificial Intelligence to Evaluate Talent

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Saturday, September 06, 2025

 

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Roby Luna PHOTO: Company

University of Rhode Island men’s basketball coach Archie Miller is at the forefront of utilizing AI-powered technology to support the basketball program, and a URI alum is helping to make it happen.

 

AI technology is everywhere, and marketers love the term, with even routine, static computer programs being referred to as “AI.” The application URI is using claims to be robust, deeply technical, data-rich, with independent program learning, and is a highly advanced artificial intelligence application. 

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A URI Alum is behind this

Roby Luna graduated from URI in 2000 with a BS in MIS (Management Information Systems). He is the President and one of the founders of Aretec, Inc., which is a technology company that provides data science, cloud services, and AI-powered solutions to government agencies and commercial clients. It specializes in using data to improve decision-making.

 

That is what Luna does for a living. Here is what he does for fun. Luna is also a co-founder of Slam Sports AI. He and others have applied their expertise in mining, analyzing, and presenting data to support decision-making to the field of college basketball.

 

Miller’s comments on the value of the AI platform

When asked about their AI initiative and Luna, Coach Miller said, “The technology created by Slam Sports offers a cutting-edge tool for player-performance evaluation. On and off the court, the game is moving faster than ever. When you find a tool that can speed up various evaluation needs, it helps us become more efficient in all of our work.”

 

Miller continued, “As an alum, Roby Luna has a clear affinity for URI. When he presented the potential uses of Slam Sport, being a part of this pilot program made sense. His understanding of data analytics and how it could benefit the basketball program made this a very useful tool.”

How does it work?

Slam Sports harvests videos of college basketball players and uses a proprietary AI software platform that “reads” and analyzes video to produce individual scouting reports on players. Coaches no longer have to spend hours and hours watching films to develop an assessment of a prospect. Instead, they receive a detailed and customized data-driven report on every prospect they are interested in.

 

This time-saving service is incredibly valuable in the era of the Transfer Portal, where a team may be looking at 100 players and has a short time to make decisions.

 

The data analysis and report on each player includes several items, including.

Foot speed
Athleticism
Acceleration
Passing accuracy
Decision making
Shooting from different distances
Movement without the ball
Off-ball defense
Transition from offense to defense
Transition from defense to offense
Reaction to missed shots
And more

The report on a player also includes “Sentiment Analysis.” Under this heading, factors such as body language, the player’s reaction when they are beaten on defense, their reaction when taken out of a game, a player’s mannerisms after a coach talks with them, how a player behaves on the bench, and other physical responses to activities on the court.

 

Wait, there is more

The player analysis and reports are not simply based on the athlete’s general performance. The analysis is based on a customized platform of Miller’s specific preferences for each aspect of playing basketball.

 

After lengthy discussions with Miller, Slam Sports creates a digital agent – an avatar, if you will, which represents Miller’s thesis for every component of playing basketball. A player’s performance is analyzed against Miller’s digital agent.

 

The software program that completes this task is high-level AI as it self-learns, refining its program and evolving as it analyzes players against the avatar.

 

Example of the AI platform in use

During this transfer period, URI was looking for a big man. They were aware of a center that played overseas. Traveling overseas to see a player firsthand is not something URI is going to do. Traditionally, coaches would review game films. However, a player’s performance is highly dependent on the talent level they are playing against, which can sometimes be difficult to determine when only watching film.

 

Slam Sports ran the player’s game film through their program and within minutes produced an analysis. The report revealed that the player’s foot speed and athleticism were insufficient to be competitive in the A-10, and his decision-making was suspect. URI moved off this player, saving time and avoiding the waste of NIL money and a roster spot.

 

Recruiting from the portal

This year, 2,700 college basketball players entered the transfer portal. That is an enormous number of players to look at and analyze. The first step for a basketball program is to identify the players it has the potential to recruit. The coaching staff then focuses on a selected group of players. If last year, URI focused on 100 to 200 players with the AI tool, they can look at twice as many and do it quickly.

 

Slam Sports also provides the service of identifying players whom URI may have overlooked. In harvesting their player data, Slam Sports may find a qualified player that URI did not have on its list to explore.

 

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IMAGE: Slam Sports AI

URI player evaluations

The AI analytics tool is also being used to evaluate current URI players for the purpose of player development. Basketball practices are videotaped and, along with game footage, are run through the AI program. Coaches and players receive detailed reports, which are used to identify specific areas for improvement that will be tracked throughout the year.

 

Scouting opponents

Slam Sports has been collecting videos of players on the teams URI will be competing against this year. These videos, along with current game videos, will be used to analyze opponents, producing a data-rich but consumable scouting report prior to every game.

 

More about Luna

Luna provides Slam Sports AI services to URI at no cost. It’s his way of giving back to the University he loves and feels indebted to.  Luna’s parents immigrated to the United States from the Dominican Republic when he was a young boy. He grew up in Providence, attending Central High School.

 

He was a gifted athlete with dreams of playing in Major League Baseball. However, he lost his singular focus on this goal and succumbed to distractions. So, it was off to the U.S. Army after high school.

 

After his time in the armed services, URI’s Talent Development Program, which is designed to give students from underperforming high schools or with disadvantaged backgrounds the opportunity to attend URI, became aware of Luna and accepted him into the program.

 

In talking about the Talent Development Program, Luna said, “I was ill-prepared for the rigors of college. But my advisor at the time, Sharon Forleo, was instrumental in helping me to stay the course. I am forever grateful to her for helping me push forward and try to achieve my dream of making a dent in the universe.”

 

Luna further said, “I will forever bleed Rhody blue.” In addition to these latest efforts with the basketball team, Luna serves on the URI Board of Trustees and Chairs the Committee on Institutional Risk and Compliance.

 

What’s next

Luna believes his AI program and analysis system are capable of providing real-time in-game analysis. The first five minutes of a game are generally a time when teams are feeling each other out, and coaches are evaluating how their game strategy is working. Although Slam Sports does not currently have the functionality, Luna envisions that in the near future, after the first five minutes of a game, the coaching staff will be given a detailed analysis of the game generated by its AI platform.

 

Real or magic

So, is this all real, or is it magic? Was Luna the lucky one who was walking across the Quad and found the pouch of magic dust some wizard left behind? Or has this all happened due to the intersection of hard work, perseverance, and the award-winning Talent Development Program at URI?

 

You will need to decide.

James Malachowski is the former Chairman/Managing Partner at RDW Group. He previously served as the chair of the Public Utilities Commission. He is a graduate of URI and PC.

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Educators say AI tools improve the quality of their teaching and help with tailoring lesson plans

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For her 6th grade honors class, math teacher Ana Sepúlveda wanted to make geometry fun. She figured her students “who live and breathe soccer” would be interested to learn how mathematical concepts apply to the sport. She asked ChatGPT for help.

Within seconds, the chatbot delivered a five-page lesson plan, even offering a theme: “Geometry is everywhere in soccer — on the field, in the ball, and even in the design of stadiums!”

It explained the place of shapes and angles on a soccer field. It suggested classroom conversation starters: Why are those shapes important to the game? It proposed a project for students to design their own soccer field or stadium using rulers and protractors.

“Using AI has been a game changer for me,” said Sepúlveda, who teaches at a dual language school in Dallas and has ChatGPT translate everything into Spanish. “It’s helping me with lesson planning, communicating with parents and increasing student engagement.”

Across the country, artificial intelligence tools are changing the teaching profession as educators use them to help write quizzes and worksheets, design lessons, assist with grading and reduce paperwork. By freeing up their time, many say the technology has made them better at their jobs.

A poll released on June 25 by Gallup and the Walton Family Foundation found 6 in 10 U.S. teachers working in K-12 public schools used AI tools for their work over the past school year, with heavier use among high school educators and early-career teachers. It surveyed more than 2,000 teachers nationwide in April.

Respondents who use AI tools weekly estimate they save them about six hours a week, suggesting the technology could help alleviate teacher burnout, said Gallup research consultant Andrea Malek Ash, who authored the report.

STATE GUIDELINES FOR USING AI TOOLS IN CLASSROOMS

As schools navigate concerns over student abuse of the technology, some are also are introducing guidelines and training for educators so teachers are aware of avoiding shortcuts that shortchange students.

About two dozen states have state-level AI guidance for schools, but the extent to which it is applied by schools and teachers is uneven, says Maya Israel, an associate professor of educational technology and computer science education at the University of Florida.

“We want to make sure that AI isn’t replacing the judgment of a teacher,” Israel said.

If teachers are using chatbots for grading they should be aware the tools are good for “low-level” grading like multiple choice tests but less effective when nuance is required. There should be a way for students to alert teachers if the grading is too harsh or inconsistent, and the final grading decision needs to remain with the educator, she said.

About 8 in 10 teachers who use AI tools say it saves them time on work tasks like making worksheets, assessments, quizzes or on administrative work. And about 6 in 10 teachers who use AI tools said they are improving the quality of their work when it comes to modifying student materials, or giving student feedback.

“AI has transformed how I teach. It’s also transformed my weekends and given me a better work-life balance,” said Mary McCarthy, a high school social studies teacher in the Houston area who has used AI tools for help with lesson plans and other tasks.

McCarthy said training she received from her school district on AI tools has helped her model proper use for her students.

“If I’m on the soapbox of, ‘AI is bad and kids are going to get dumb,’ well yeah if we don’t teach them how to use the tool,” said McCarthy. “It feels like my responsibility as the adult in the room to help them figure out how to navigate this future.”

TEACHERS SAY THE TECHNOLOGY IS BEST USED SPARINGLY

Views on the role of artificial intelligence in education have shifted dramatically since ChatGPT launched in late 2022. Schools around the country initially banned it, but since then many have sought ways to incorporate it into classrooms. Concerns about student overuse and misuse are still prevalent: About half of teachers worry that student use of AI will decrease teens’ ability to think critically and independently or to have persistence when problem solving, according to the study.

One benefit teachers see in becoming more familiar with artificial intelligence is the ability to spot when students are overusing it.

Clues that assignments are written by AI tools include an absence of grammatical errors and complex phrases in writing, said Colorado high school English teacher Darren Barkett. He said he relies on ChatGPT himself to create lesson plans and grade multiple choice tests and essays.

In suburban Chicago, middle school art teacher Lindsay Johnson said she uses only AI programs vetted by her school and deemed safe to use with minors, for data privacy and other concerns. To ensure students feel confident in their skills, she said she brings the technology in only for later stages of projects.

For her 8th graders’ final assessment, Johnson asked them to make a portrait of an influential person in their lives. After students put final touches on their subject’s face, Johnson introduced generative AI for those who wanted help designing the background. She used an AI tool within Canva, after checking with her district’s IT department that the design software passed its privacy screener.

“As an art teacher my goal is to let them know the different tools that are out there and to teach them how those tools work,” she said. Some students weren’t interested in the help. “Half the class said, ‘I’ve got a vision, and am going to keep going with it.’”



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Artificial Intelligence Consultant Ashley Gross Shares Details on Pittsboro Commissioner Candidacy

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Among the eight candidates looking to connect with voters in Pittsboro this fall is Ashley Gross, an artificial intelligence advocate, consultant and course creator.

Gross filed to run for the town government’s Board of Commissioners in July, joining a crowded race to replace the outgoing Pamela Baldwin and James Vose. A resident of the Vineyards neighborhood of Chatham Park, she works as a keynote speaker and consultant for businesses looking to learn more about AI practices in the emerging technology space, leading her own consulting company and working as the CEO of the organization AI Workforce Alliance.

In an email with Chapelboro, Gross described herself as “a mom who loves this little corner of the world we call home” and committed to the area. When describing her motivation to run — in which she incorrectly stated she was running for a county commissioner seat — she said helping the greater Pittsboro community feel connected and supported with a variety of resources is key amid the town’s ongoing growth.

“I see the push and pull between people who have called Chatham home for generations and those who are just discovering it,” Gross said. “I believe that our differences are not barriers. They are opportunities to learn from each other. My strength is sitting down with people, even when we disagree, and finding the common ground we share. I am a researcher and an experimenter by nature, and I have seen that the most successful communities are built when people come together around shared interests and goals. That is the kind of leadership I want to bring, one that unites us instead of dividing us.”

Gross cited uplifting small businesses to help maintain the local economy as a key priority, as well as public safety and investments into local infrastructure.

“Safe roads, modern emergency response systems, and preparation for the weather risks we face mean families can feel secure no matter what comes our way,” she said. “And as we grow, I will focus on smart development that keeps our small town character intact while building the infrastructure we need for the future.”

Other priorities the Pittsboro resident listed as having strong local schools, improving partnerships with local colleges and expanding reliable internet to each home and business — all issues that fall more under the purview of the Chatham County government more than the town government.

When describing what she is looking forward to during her campaign for Pittsboro’s Board of Commissioners, Gross wrote that she wants to hear directly from residents about their “concerns, hopes and ideas” while listening and using “data and common sense” to inform her policy decisions.

“Every choice I make,” Gross wrote, “will be guided by a simple question: will this keep our families safe, connected, and thriving? At the end of the day, I am just a mom who believes Chatham is at its best when we work as one community, where families stay close, opportunities grow here, and every neighbor feels they belong.”

Gross will be on the ballot along with Freda Alston, Alex M. Brinker, Corey Forrest, Candace Hunziker, Tobais Palmer, Nikkolas Shramek and Tiana Thurber. The top two commissioner candidates to receive votes will serve four-year terms on the five-seat town board alongside Pittsboro Mayor Kyle Shipp — who is running unopposed for re-election.

Election Day for the 2025 fall cycle will be Tuesday, Nov. 4, with early voting in Chatham County’s municipal elections beginning on Thursday, Oct. 10.

 

Featured image via Ashley Gross.


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