CoreWeave, a company providing large-scale GPU clusters for top tech firms like Microsoft and OpenAI, reported a significant revenue growth of 167.9% to $5.1 billion in 2025. However, the company also reported a net loss of $1.2 billion. In comparison, Nebius Group, another company providing infrastructure for AI builders, saw its revenue grow 479% to $529.8 million in 2025, with a net income of $101.7 million.
CoreWeave has secured over $40 billion in new customer commitments and generated $2.1 billion in revenue, up 112% year-over-year. The company is competing with Oracle, which is expanding its cloud and AI data center business. CoreWeave's focus on specialized GPU-powered cloud infrastructure sets it apart from Oracle's more general cloud offerings.
In other AI-related news, Workday launched an AI-powered Foundation Solopreneurship Accelerator Program in the US, targeting solo entrepreneurs with grants, AI credits, and business coaching. The program is Workday's first major AI initiative focused on small businesses. Workday's subscription revenue jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth.
Eagle Eye partnered with Kwik Trip to offer AI-powered personalized loyalty challenges, allowing CPG brands to engage with Kwik Trip's 5.25 million loyalty members through targeted and gamified challenges. Additionally, TruTrade introduced R400, a platform for cash broker trading accounts with AI-driven execution systems, helping users automate their trading portfolios.
Microsoft and OpenAI are also making strides in AI, with Microsoft likely to benefit from CoreWeave's GPU clusters. OpenAI is reportedly competing with SpaceX for control in the IPO frenzy. Meanwhile, Amazon's AI-driven consumer credit platform, which uses machine learning algorithms to analyze consumer credit data, has partnered with several major financial institutions and seen significant revenue growth.
Key Takeaways
- CoreWeave reported $5.1 billion in revenue and a $1.2 billion net loss in 2025.
- CoreWeave secured over $40 billion in new customer commitments.
- Workday launched an AI-powered program for solo entrepreneurs.
- Eagle Eye partnered with Kwik Trip for AI-powered loyalty challenges.
- TruTrade introduced R400 with AI-driven execution systems.
- Microsoft and OpenAI are key players in the AI space.
- OpenAI competes with SpaceX in the IPO market.
- AI could displace up to 25% of NYC's workforce by 2025.
- Cornerstone added AWS AI and cloud learning to its content library.
- Workday's subscription revenue jumped 14.3% to $2.35 billion.
CoreWeave or Nebius: Better AI Investment?
CoreWeave and Nebius Group are two companies providing infrastructure for AI builders. CoreWeave focuses on large-scale GPU clusters for top tech firms like Microsoft and OpenAI. Nebius offers data centers for AI workloads and smaller businesses. CoreWeave's revenue grew 167.9% to $5.1 billion in 2025, but it reported a net loss of $1.2 billion. Nebius' revenue grew 479% to $529.8 million in 2025, with a net income of $101.7 million. The two companies have different strengths and risks.
CoreWeave vs. Oracle: AI Infrastructure Stocks
CoreWeave and Oracle are two companies benefiting from the demand for AI computing power. CoreWeave provides specialized GPU-powered cloud infrastructure, while Oracle is expanding its cloud and AI data center business. CoreWeave secured over $40 billion in new customer commitments and generated $2.1 billion in revenue, up 112% year-over-year. Oracle's strategy and financial performance were not detailed in the article.
TruTrade Launches R400 Trading Platform
TruTrade introduced R400, a platform for cash broker trading accounts. R400 offers one-click simplicity and AI-driven execution systems. The platform helps users automate their trading portfolios and is designed for retirement-focused accounts like 401(k)s.
Kwik Trip Partners with Eagle Eye on AI Loyalty
Kwik Trip partnered with Eagle Eye to offer AI-powered personalized loyalty challenges. The partnership will allow CPG brands to engage with Kwik Trip's 5.25 million loyalty members through targeted and gamified challenges. Eagle Eye's platform powers over 1.7 billion personalized offers per week and manages 750 million loyalty members worldwide.
AI-Enable Your Microsoft Channel Sales Process
A webinar by Stratos Cloud Alliance and Velosio will discuss how to AI-enable your Microsoft channel sales process. The webinar will cover identifying key areas for AI impact, automating routine tasks, and integrating AI into sales tools.
Workday Expands AI Reach with Solopreneur Program
Workday launched an AI-powered Foundation Solopreneurship Accelerator Program in the US. The program targets solo entrepreneurs with grants, AI credits, and business coaching. This is Workday's first major AI initiative focused on small businesses.
AI Fintech Stock Under $15
An AI-driven consumer credit platform, which we'll call 'AI Fintech Co.', has been making waves in the fintech space. The platform uses machine learning algorithms to analyze consumer credit data and provide more accurate credit scores. The company has partnered with several major financial institutions and has seen significant revenue growth.
SpaceX and OpenAI Compete for IPO Control
SpaceX and OpenAI are reportedly competing for control in the IPO frenzy. The tech IPO market is heating up, with both companies vying for control amidst the frenzy. The exact strategies or maneuvers they might be employing remain unclear.
AI Could Lead to Thousands of Job Losses in NYC
A report by the New York City Comptroller's office found that AI could displace up to 25% of the city's workforce by 2025. AI could lead to job losses in industries such as customer service, bookkeeping, and data entry. However, AI could also lead to the creation of new jobs in fields like AI development and deployment.
Workday Shares Jump on AI Demand
Workday's subscription revenue jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth. The company's AI-driven tools help organizations automate tasks such as screening job applications and streamlining workforce planning.
Cornerstone Adds AWS AI and Cloud Learning
Cornerstone added AWS AI and cloud learning to its content library and expanded its AWS Marketplace listing. The new courses help develop essential skills, support AWS certification readiness, and strengthen internal talent pipelines for critical technology work.
Sources
- CoreWeave vs. Nebius: Which Artificial Intelligence (AI) Infrastructure Stock Is a Better Buy in 2026?
- CoreWeave vs. Oracle: Which AI Infrastructure Stock is the Better Pick?
- TruTrade's R400 Brings One-Click Simplicity to Modern Trading
- Kwik Trip, Eagle Eye partner on AI-powered personalized loyalty challenges
- Partner Strategy: How to AI-Enable your Microsoft Channel Sales Process
- Workday Expands AI Reach With Solopreneur Program As Shares Trade Lower
- Got $1,000? This Blockbuster AI Fintech Stock Under $15 Is a Screaming Buy
- SpaceX, OpenAI in IPO Frenzy
- AI could lead to thousands of job losses in NYC, report finds
- Workday shares jump as AI demand eases investor concerns
- Cornerstone Adds AWS AI and Cloud Learning to Content Library and Expands AWS Marketplace Listing
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