<div id="readability-page-1"><blockquote> <p>Shares of AI cloud infrastructure companies <strong>Nebius </strong>(NBIS), <strong>CoreWeave </strong>(CRWV), and <strong>IREN </strong>(IREN) jumped today after reports that Nvidia plans to invest $2 billion in Nebius to help expand AI computing infrastructure. The news sent Nebius shares up about 14% and also lifted peers CoreWeave and IREN.</p><h3>Claim 70% Off TipRanks Premium</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> </blockquote> <p>Nebius operates large-scale data centers designed for AI training and inference workloads. The company's platform allows customers to access clusters of high-performance GPUs without building their own infrastructure. Nvidia's planned investment is expected to support the expansion of Nebius' AI computing capacity, including the deployment of new data center infrastructure designed to run Nvidia hardware.</p> <p>As mentioned, CoreWeave was also among the biggest beneficiaries of the news. The company runs a specialized AI-focused cloud platform built around Nvidia GPUs and provides computing capacity to developers building AI models. Demand for this type of infrastructure has been rising as companies look for ways to train increasingly complex AI systems without investing in massive in-house data center builds.</p> <p>IREN also moved higher in tandem with the sector. The company, previously known primarily for its Bitcoin mining operations, has been expanding into AI data center hosting. The company's facilities provide the power and infrastructure required to operate GPU clusters used for artificial intelligence workloads. That transition has positioned the company alongside other firms seeking to supply the computing backbone needed for AI development.</p> <p>The broader narrative tying the stocks together is the rapid buildout of infrastructure needed to support advanced AI systems. Training and running those models requires massive computing resources, and companies such as Nebius, CoreWeave, and IREN are attempting to capture demand from organizations that need access to large GPU clusters.</p> <h2><strong>Are NBIS, CRWV, and IREN Stocks Worth Buying?</strong></h2> <p>Wall Street sentiment toward NBIS remains strongly positive. The stock carries a Strong Buy consensus rating based on 7 recent analyst reviews, including 6 Buys and 1 Hold. The average 12-month price target stands at $150.86, implying a 36% upside from current levels. (See NBIS stock forecast)</p> <p>Analysts are also constructive on CRWV, though the consensus is slightly more mixed. The stock currently holds a Moderate Buy rating based on 12 Buys, 9 Holds, and just 1 Sell. The average price target stands at $113.45, suggesting a ~39% upside potential. (See CRWV stock forecast)</p> <p>Meanwhile, IREN is also drawing favorable sentiment from analysts as it transitions from Bitcoin mining toward AI infrastructure hosting. The stock carries a Moderate Buy consensus rating based on 8 Buys, 2 Holds, and a single Sell. The $79.78 average 12-month price target points to about 93% upside from current levels. (See IREN stock forecast)</p></div>

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<p>Shares of AI infrastructure companies Nebius (NBIS), CoreWeave (CRWV), and IREN (IREN) surged after Nvidia announced a $2 billion investment in Nebius to enhance AI computing infrastructure. Nebius shares rose 14%, benefiting peers CoreWeave and IREN. The investment aims to expand Nebius' data centers for AI workloads, while CoreWeave and IREN also capitalize on the growing demand for AI infrastructure. Analysts maintain a positive outlook on these stocks, with NBIS rated as Strong Buy, CRWV as Moderate Buy, and IREN also receiving favorable sentiment as it shifts focus from Bitcoin mining to AI hosting.</p>

- Shares of AI cloud infrastructure companies Nebius, CoreWeave, and IREN surged after news of Nvidia's $2 billion investment in Nebius to enhance AI computing infrastructure.  
- This investment aims to expand Nebius' data center capacity for AI workloads, benefitting CoreWeave and IREN, who are involved in AI data center hosting.  
- Analysts remain positive on these stocks, with Nebius and IREN showing strong upside potential based on their recent ratings and targets.

NBIS, CRWV, IREN: Why These AI Infrastructure Stocks Are Up Today