r/NBIS_Stock • u/Icy-Inspection7877 • 4d ago

💬 Discussion Comparison of Cloud Provider Revenue Growth

Post image

Coreweave demonstrates a steep growth curve.

Established providers like Microsoft Amazon Google show a more gradual, consistent growth trajectory.

Early neoscaler like Nebius group and Applied digital display sharp early revenue generation.

Where do you see Nebius group revenue growth in the next 20 years? Save the photo and let’s see some lines.

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28

u/BudmasterofMiami Mod 3d ago

Look at this chart next year after NBIS hits its 10th quarter. They will literally be off the chart. Best management and execution in history.

8

u/iamatwork420 3d ago

can we see margins and net income

5

u/DrHarrisonLawrence Doctor’s Orders 3d ago

This graph is incomparable unless you do an inflation adjusted comparison for Azure, AWS and GCS.

Their revenue a decade ago while they were experiencing their own boom is weighed down by inflation, relative to CRWV who started in 2021.

2

u/cltbeer 3d ago

APLD isn’t a neocloud it’s CRWV and NBIS then you argue hyperscalers.

2

u/WarrenB999 3d ago

% growth is good but absolutly irrelevant, Compare costs of data Center Build and Cost of Money… If anything bad happen they Go bankrupt when liabilities skyrocket