High-frequency trading patterns reveal increased liquidity for Nebius shares, enhancing price discovery efficiency. This dynamic is a supporting factor in the Nebius stock forecast’s short-term bullish narrative. However, if the AI boom turns into a bubble and spending suddenly slows, CoreWeave is likely to plunge. While it's locked in multi-billion-dollar deals with the likes of Meta, the company will need more of those to turn profitable and justify its current valuation. Let’s assess the scale of the opportunity. Amazon Web Services (AWS) leads with an annual revenue run-rate exceeding $120 billion, while Microsoft’s Azure exceeded $75 billion in the previous fiscal year. AI workloads are even more compute- and memory-intensive, indicating that the AI cloud market may ultimately outstrip the current general-purpose cloud in terms of scale. The AI cloud segment is growing much more rapidly than the general-purpose cloud, as generative and automation use cases proliferate. Moreover, in contrast to hyperscalers, AI-centered clouds deploy specialized GPU clusters, liquid cooling, and tailored orchestration software, allowing for premium pricing, enhanced customer lock-in, and accelerated growth. The latest Nebius stock forecast suggests a potential uptick in Q3 driven by cloud computing demand and AI service expansion. Analysts currently project a 12–15% upside, supported by increasing quarterly revenue growth above the sector average. Investors are watching for upcoming earnings to confirm momentum.
