2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia

2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia

By Keithen Drury, The Motley Fool
Publication Date: 2026-06-10 09:50:00

Nvidia (NASDAQ: NVDA) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don’t get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That’s a huge vote of confidence, as Nvidia has several other business units that can deliver a huge return on investment. Yet, it’s choosing to invest in these two.

The stocks outgrowing Nvidia that are also backed by it are Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). Each of these looks like a strong buy, and I think they have the potential to outperform Nvidia.

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Nebius and CoreWeave are easily outgrowing Nvidia

Nebius and CoreWeave are both neocloud companies, which are cloud computing businesses completely focused on providing AI computing. Each deploys Nvidia hardware, which is also why Nvidia is confident in them, because it can see huge orders being placed by these two. Nebius and CoreWeave operate a bit differently. Nebius offers its clients a full-stack computing solution, giving them everything they need to create, train, and run AI models and…