Nicholson: NBIS Best Positioned Against CRWD & APLD, Data Center Risks Remain [En0631uvrux]

Futurum's Dave Nicholson says there's "no lack of demand" for AI compute and believes data centers are well-positioned to capture that demand. Nebius (NBIS) is the company he expects to have the least risk due to its lack of debt compared to competitors like CoreWeave (CRWV) and Applied Digital (APLD). There are headwinds that will ramp up volatility, Dave warns, pointing to AI concerns seen in New York state's data center moratorium and environmental impacts from TSMC's (TSM) planned U.S. expansion. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #nebius #coreweave #applieddigital #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #nbis #crwv #apld #ai #artificialintelligence #datacenter #hardware #software #neocloud #cloud #nvidia #nvda #volatility

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