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The AI market is thriving! Which directions show greater potential for investment?
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NEW AGE OF GOLD! Is the foundation building the next major battleground for investors to become new Gold?

Powered by AI, numeracy is the “oil” of a new era.
According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace.
MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts.
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
AI forensics demand explodes! Which infrastructure stocks are expected to benefit?
Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain.
Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future.
Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references:
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider $TSS Inc (TSSI.US)$
Mining Transformation Company $Applied Digital (APLD.US)$ , $IREN Ltd (IREN.US)$ , $TeraWulf (WULF.US)$ , $Core Scientific (CORZ.US)$ , $Hut 8 (HUT.US)$ , $HIVE Digital Technologies (HIVE.US)$ , $Keel Infrastructure (KEEL.US)$ , $Bitdeer Technologies Group (BTDR.US)$ , $Galaxy Digital (GLXY.US)$ , $Cipher Digital (CIFR.US)$ , $Riot Platforms (RIOT.US)$ , $MARA Holdings (MARA.US)$ .
Before“Crypto Miners Lead an Agenda Revolution! Who has the potential to be the next Coreweave?Find out in detail about the advantages and business of the relevant corporate turnaround, for interested mooers to click through.
Which company is Neocloud worth paying attention to?
This year, the NeoCloud Concept has been gaining momentum in the Technology and Investment Circle.
Analytical Institutions SemiAnalysisLaunched the ClusterMax™ GPU Rating System in March, which assesses the full capabilities of GPU service providers across multiple dimensions. NEOCloud will be divided into five levels: Platinum, Gold, Silver, Gold, Silver, Gold, Silver “Bronze” and “Underperformance”.
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
According to this rating, $CoreWeave (CRWV.US)$ Awarded the only highest platinum rating; $NEBIUS (NBIS.US)$ , $Microsoft (MSFT.US)$ Azure and $Oracle (ORCL.US)$ Received a gold rating; $Amazon (AMZN.US)$ AWS is awarded Silver Medal; $Alphabet-C (GOOG.US)$ Cryptos Miners in Cloud Copper $IREN Ltd (IREN.US)$ It was rated as underperforming.
On the other hand, due to market views, IREN has not reached the level of ratings of leading service providers such as CoreWeave in the future, but there is no room for momentum and development in the infrastructure building store or a specific market strategy, but it is not possible to gain value for incremental service capabilities and ratings. One step by step note.
This article will also focus mainly on the top list ClusterMax™️Three Emerging Block Orders of the GPU Cloud Rating System — CoreWeave, NEBIUS, and IRENE Expansion Analysis.Let's see specifically:
One, CoreWeave: Mining Startups, Embracing NVIDIA, All In Energy Rental
Based on Financial Statements Research Reports, $FCN 260305-6 COIN+CRWV+NVDA (XS3150034158.SN)$ Starting with mining in 2017, Atlantic Crypto built up a large number of GPUs, following the currency crash, the company began exploring a transformation, acquiring second-hand GPUs at low prices and moving to high-performance computing rental services in areas such as AI, video and more.
ChatGPT in 2022 introduced a global breakthrough, with CoreWeave Borrowed Bare Metal GPU mode and powerful power-delivering applications rapidly.In 2023, the company established a deep partnership with NVIDIA, including OpenAI, Meta, and Microsoft, All InPower Rental, to become one of the most responsive AI core infrastructure providers in North America today.
CoreWeave has 32 data centers running over 0.25 million+ GPUs, serving major North American customers such as Microsoft, NVIDIA, OpenAI, Meta, and Google.CoreWeave focuses on GPU-driven power rental services, with 32 data centers and over 0.25 million PUs, leading North American customers such as Microsoft, NVIDIA, OpenAI, Meta, Google, and adding to the rapidly growing computing needs of its customers while increasing the vitality of other open source assets.
— Microsoft is the first largest customer, with a revenue margin of over 62% in 2024.CoreWeave and Microsoft Signature Services Agreement, in 2023, CoreWeave confirmed revenue of $81 million for Microsoft's services, and $1.2 billion in 2024, and 62% of total revenue.
— NVIDIA nurtures CoreWeave, renting out other power.In early 2023, NVIDIA has agreed to pay CoreWeave $1.3 billion over four years to lease back self-produced chips, which will last until August 2027.
— OpenAI and CoreWeave Sign $11.9 billion in Five-Year LandsAs of March 10, 2025, CoreWeave and OpenAida generated $11.9 billion in revenue each year, adding approximately $2 billion in revenue to CoreWeave each year.
— Google started talking to CoreWeave to lock down progress.According to the INFORMATION report, Oracle is in talks with CoreWeave to lock in NVIDIA's advanced Blackwell chip power, while it hopes to lease CoreWeave's data center space to install other mass processing units (TPUs) that are partnering with Broadcom.
It is worth noting that against the background of high demand for numeracy,CoreWeave provides machine services using the GPU-Direct Service (GAAS) mode.For customers, it is possible to meet the needs of traditional manufacturers to meet the needs of more precision and higher profitability AI services demonstrate to CoreWeave that GPUs can reduce performance losses due to virtualization, increase compute efficiency and increase GPU utilization.
Also,CoreWeave has two distinct advantages: missing multi-card group management capabilities and public cluster network communication capabilities.
— SCARCE VANCA CLUSTER MANAGEMENT CAPABILITY:In the Non-Superscale Modeling Service Providers (CSPs), CoreWeave is the lowest-performing power rental manufacturer that can operate super-scale modulation power clusters, which can manage power clusters of over 10,000 blocks of H100GPUstructures that require powerful technical storage and operational redundancy in the power rental equipment.
— Outstanding clustered network communication performance:As the provider of InfiniBand SHARP (Expandable Layered Polynchronization), CoreWeave is the provider of the world's most accurate digital conversions, demonstrating the communication efficiency of large-scale simulation training. At the same time, the monitoring system is complete, other developed NCCL performance analysis plug-in helps customers identify the communication bottle collar point controller, can automatically separate the variable points, and provide hot standby point replacement within 90 seconds, minimizing training time.
Thanks to the GAAS model and group management capabilities, CoreWeave can be low-priced, cost-effective, and highly efficient.
In fact, CoreWeave is important in AI computing leaderships. Â The company is a leading provider of full-scale Blackwell GPU product offerings, specializing in workload design data centers for AI, IBM and MISTRAL AI-branded companies.Analysts predict that CoreWeave's year-to-date revenue growth is expected to grow 127%, possibly to $11 billion, driven by demand.
From the perspective of the stock price, CoreWeave has no implications, falling by about 50% from its historic high and not recording an increase of 150% year-over-year. In the near term, there are setbacks,Mainly, NVIDIA Chief Financial Officer Colette Kress said in an Earnings Reports call that the company expects global support for AI infrastructure to reach $3 to $4 trillion by the end of this year, indicating that AI is moving to an early stage.However, high customer concentration is still one of the risks of his company.
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
II. NEBIUS: WIN SHORT-TERM RENTAL PRICE COMPARISONS WITH EUROPE
Based on Financial Statements Research Reports, $NEBIUS (NBIS.US)$ Formerly the Russian version of Google, AI has been steadily transforming rental power.
Nebius is founded by Yandex, a Russian technology giant, whose business is searching for maps, cars, music and popular media. In 2022, Yandex temporarily changed its policy, launched a military regroupment, cut off the Russian market. In October 2024, Yandex and Nebius completed a successful merger. Reborn NEBIUS leverages Yandex's AI capabilities and builds Hyperscaler's expertise, drawing on a large number of AI infrastructure facilities.All In Real Estate Rental,Embed global AI infrastructure building, providing large-scale GPU computing cluster rental services and related development tools.
With CoreWeave, NEBIUS has acquired NVIDIA's investment.As a European local cloud service provider, Nebius also benefits from the support of the EU IPCEI CIS project. Benefit from the advantage of own funds and work directly with ODM vendors,NEBIUS OFFERS LOWER COMPUTING RATES.At the same time,NEBIUS has a professional team of 400 multi-software hardware engineers to support the ODM strategy to help GPUs quickly gain ground.
In addition, CoreWeave's location is the primary provider of a server for computing.NEBIUS is committed to building comprehensive infrastructure facilities for the rapidly growing global AI Industry.Other services include large-scale GPUs, developer tools and support services to create integrated high-performance solutions based on proprietary software infrastructure and hardware design capabilities — including server, rack and data center design.
This difference further leads to significant differences in customer structure and development patterns.Computing Servers are more important to meet the demanding needs of the technology cluster for computing power expansion, and other key customers are large enterprises;While NEBIUS is lending comprehensive services, closer to the typical service provider model, other customers ranging from SME AI Startups to Large Technology Enterprises are structured more highly.This broad customer base makes NEBIUS less effective than large customers and enhances Business risk aversion.
IN ADDITION, NEBIUS HAS SET A TARGET: THE PLAN IS TO INCREASE GPU CAPACITY BY THE BOTTOM OF 2025, AND TO INCREASE IT AGAIN IN THE MEDIUM TERM.Become the world's leading provider of AI infrastructure.
CURRENTLY, NEBIUS HAS RISEN 160% YEAR-ON-YEAR, ACCELERATING ITS POST-EARNINGS GROWTH. However, investors need to be alarmed by the divergence in the speed of expansion and the timing, and any credit signal that is not expected can trigger a pullback.
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
Third, IREN: It is not only the “king of efficiency” in mining, but also the HPC “engine of change”
$IREN Ltd (IREN.US)$ Iris Energy is the first to launch a large-scale Bitcoin mining project using low-cost renewable energy.However, starting in 2024, the company will undertake a key strategic transformation, from a single Cryptocurrency Mining Business to Face-to-Face Artificial Intelligence (AI), High Performance Computing (HPC) and providing data center solutions and services.This significant change was also reflected in the initiative of officially renaming the company as IREN Limited in December 2024.
IREN's Business is currently structured into three Core Sectors:
— Bitcoin Mining
As a core business and a major source of revenue for the company, IREN mines Bitcoin through other data centers, obtains Bitcoin from block rewards and trade fees, and converts them into USD or USD equivalent qualifying currency to generate revenue.
— AI Cloud Services
This is the new strategic point of the company. IREN is powered by Dell Technologies PowerEdge XE9680 Servers, equipped with next-generation NVIDIA H100, B200 and B300 GPUs, providing high-performance computing services to help customers handle energy-intensive AI training and management tasks. The Business Block Sector hardware has a 98% profitability ratio, demonstrating the profitability shown, which is considered to be the core driver of the company's unprofitable growth.
— AI Data Center
Apart from direct line provision, IREN offers host piping and customized construction services. This enables companies to provide dedicated data center infrastructure facilities for customers who already have their own hardware (such as GPUs) to enhance business agility and customer responsiveness by better responding to market demands.
According to the latest results of the company,Q2 Revenue and Net income were recorded at $0.1873 billion and $1.769 billion, driven by the expansion of its Bitcoin Mining Business and AI.
The company expects Bitcoin mining revenue to reach $1 billion for the year, while its AIYUN Business annual revenue is close to $0.25 billion. IREN has replaced ASICs for Bitcoin mining with GPUs in multiple mining centers to support AI Cloud Business.and invest in the construction of the liquid-cooled AI data center “Horizon”,Expected to launch in the fourth quarter of 2025;Another facility, called Sweetwater, is expected to be in use by the end of 2027.
In July, IREN produced 728 Bitcoins, surpassing rival MARA's 703, and equipment activation rate of more than 90%, to become a mining powerhouse.OUTSIDE, THE COMPANY ADVERTISES THAT IT HAS EARNED NVIDIA'S PREFERRED PARTNER STATUS.
The company has accumulated more than 130 percent this year, boosted by results that exceeded expectations, and the company rose more than 13 percent to close to an all-time high.
Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
However, as the SemiAnalysis data shows,IREN IS CURRENTLY IN THE AI DATA CENTER OR A NOVICE PLAYER,There is a huge difference with CoreWeave, NEBIUS. FOR INVESTORS, IREN REPRESENTS A HIGH-RISK, HIGH-RETURN INVESTMENT OPPORTUNITY. Therefore, investors need to be interested in the company.
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Powered by AI, numeracy is the “oil” of a new era. According to the public, AI's vocals are driven by the demand for data handling of the data. To meet the growing demands of computing, the world has begun building a new round of data centers, and the Data Center Business is expanding at an exponential pace. MCKENSEY PREVIOUSLY STATED,Global AI infrastructure investment by 2030 is likely to exceed $1.7 trillion, and demand for power will break from tens of megawatts to gigawatts. AI forensics demand explodes! Which infrastructure stocks are expected to benefit? Traditionally, when it comes to the cloud computing market, most people are likely to come up with Amazon AWS, Amazon AWS, and Microsoft Azure. However, due to the rapid development of AI technology, the whole market is changing. A number of AI-based startups are rapidly starting out with innovative business models and cutting-edge technical expertise to challenge traditional cloud service giants in this key area to become the emerging Block Orders in AI's power supply chain. Furthermore,Many mining companies are beginning to transform, as they build power and plants that were originally used for mining, which are the most scarce AI infrastructure resources of the future. Beef Steward is aware of the emerging Block Orders that are currently building the following shares and provides our investors with references: amongstAI Infrastructure Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ; Emerging AI Infrastructure Providers $WhiteFiber (WYFI.US)$ ; Data Center Service Provider...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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