Could This Underrated Stock Become the Next Nebius Group?

The artificial intelligence (AI) boom exposed a critical bottleneck: The world is running short on both power and compute capacity needed to train the next generation of AI models.This constraint has given rise to a new class of infrastructure known as the neocloud -- independent, AI-focused providers capable of deploying graphics processing unit (GPU) clusters faster and more flexibly than traditional hyperscalers. So far, Nebius Group (NASDAQ: NBIS) and CoreWeave emerged as the early leaders.But another contender, Iren (NASDAQ: IREN), is quietly building a network that could potentially elevate it into the same league.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool