This article first appeared on GuruFocus.
Nebius (NASDAQ:NBIS) and CoreWeave (NASDAQ:CRWV) are seeing pricing trends in AI data center services that could support further growth as demand for computing capacity continues to exceed available supply.
Wedbush analyst Matt Bryson said recent earnings commentary from both companies points to favorable economics for AI infrastructure. He estimates that customers can recover investments in AI servers within roughly three years or less, supporting continued spending on training and inference capacity.
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Bryson said the trend may also benefit companies supplying hardware for AI data centers. He highlighted Cerebras (CBRS), which is expanding its infrastructure plans for 2027 and working to secure additional wafer supply for its wafer-scale processors.
Cerebras recently reported second-quarter results that led to a decline in its shares, but the Wedbush analyst expects upcoming company events could provide additional information on its expansion plans.
The broader assessment suggests AI infrastructure investment may have more room to grow. For companies such as Nebius and CoreWeave, higher pricing and sustained demand could provide support as they add capacity to serve customers developing and running AI models.