NVIDIA cites CoreWeave, Nebius, and Nscale as infrastructure partners during earnings
During NVIDIA's earnings call on August 26, 2026, the company stated it has helped CoreWeave, Nebius, and Nscale build entire infrastructure businesses. This confirms NVIDIA's role in supporting neocloud infrastructure providers that rent NVIDIA GPUs and build data centers.
Detected & updated continuously · Source: Nebula
Story subjects
Sources
@RHouseResearch
NVIDIA $NVDA: "We've helped CoreWeave $CRWV, Nebius $NBIS, and Nscale build entire infrastructure businesses."
@FrontRowBrian
Wait til Lambda breaks. Very capital intensive neocloud. The business model is basically companies rent Nvidia GPUs from them. Similar to CoreWeave and Nebius. Walter is very exposed to Lambda. Neoclouds require constant spending to buy the GPUs and build the data centers.