CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud

CoreWeave and Nebius shares have declined following reports that Meta intends to monetize its AI infrastructure. This move positions Meta as a significant threat in the cloud sector, causing investors to doubt the long-term sustainability of neocloud business models. Meanwhile, a comparison of the two companies reveals that CoreWeave's extensive US footprint currently outperforms the premium European expansion strategy pursued by Nebius as they navigate the evolving competitive landscape of AI cloud services.