CoreWeave has significant revenue but trades at a lower valuation than Nebius.
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The creator discusses the upcoming IPO of Nscale, an Nvidia-backed cloud company, highlighting its signific...
Sep 3, 2026
The creator discusses the upcoming IPO of Nscale, an Nvidia-backed cloud company, highlighting its significant contracted revenue and potential to compete with CoreWeave and Nebius. She notes that investors often pay a premium for companies with cleaner balance sheets, which explains the valuation differences between Nebius and CoreWeave.
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Nebius is trading at a higher valuation than CoreWeave, likely due to investor preference for a cleaner balance sheet.
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