---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000852323.md"
description: "Strong earnings from Coreweave, SMCI and Nebius prove that real AI infrastructure demand remains robust. However, Chinese tech sentiment is lagging due to heavy  capex squeezing cash flow. US hardware plays continue to offer the clearest near-term momentum, though rising yields warrant selective positioning."
datetime: "2026-08-13T05:41:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000852323.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000852323.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000852323.md)
author: "[Lemonade](https://longbridge.com/en/profiles/22811857.md)"
generator: "portal-rs"
---

# Strong earnings from Coreweave, SMCI and Nebius pr…


### Related Stocks

- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [SMCIP.US](https://longbridge.com/en/quote/SMCIP.US.md)

## Comments (1)

- **ZLH_1230 · 2026-08-13T06:03:18.000Z**: smci actually missed revenue, 11.2b vs 11.73b expected, and the holdup was power and cooling not demand. that bottleneck wont care about yields either way.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**