Here’s What Nvidia’s $1 Trillion Revenue Opportunity Means for CoreWeave, Nebius, Iren

Nvidia’s NVDA +1.65% ▲ CEO Jensen Huang used his keynote address at the company’s ongoing GTC 2026 conference to flag a $1 trillion AI infrastructure revenue potential for the chipmaking giant. This could also mark a new earnings opportunity for leading neocloud companies, especially CoreWeave CRWV +5.86% ▲ and Nebius NBIS +14.96% ▲ , which both announced new partnerships with Nvidia.

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CoreWeave to Integrate Nvidia’s Data Center Server

On its part, CoreWeave is bringing Nvidia’s HGX B300 high-end data-center server to its cloud service to support physical AI workloads and empower businesses to “build and refine autonomous agents faster and more reliably than ever before.” CoreWeave also anticipates that it will be among the first AI cloud companies to deploy Nvidia’s hardware based on the upcoming Vera Rubin and the Vera central processing unit (CPU) by the second half of this year.

Nvidia introduced the purpose-built Vera CPU AI processor at the conference, challenging market leaders Intel INTC -0.02% ▼ and Advanced Micro Devices AMD +1.65% ▲ .

The processor, alongside the Vera Rubin and Blackwell AI systems, is anticipated to contribute to Nvidia’s $1 trillion purchase orders through 2027.

Nebius Teams Up with Nvidia for Physical AI

In addition, Nvidia is also teaming up with Nebius and Microsoft’s MSFT +1.11% ▲ cloud service Azure to integrate its physical AI data factory blueprint into their cloud infrastructure. Robotics and physical AI companies such as RoboForce, Voxel51, and Milestone Systems have also been tapped.

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The goal is to power the massive data generation and evaluation capabilities needed by robotics developers to enhance the real-world deployment of physical AI. This comes amid the boom in physical AI applications, such as in robots and autonomous systems.

The partnership with Nebius comes just days after Nvidia pumped a $2 billion investment into the Dutch AI cloud company to develop the next generation of hyperscale cloud infrastructure.

What About Iren?

Meanwhile, Iren IREN +8.08% ▲ announced no collaboration with Nvidia, although the Sydney-based company earlier this month tapped the chipmaking giant to expand its graphics processing unit fleet. However, strong demand for Nvidia’s offerings usually boosts the shares of Iren and the other neocloud companies through their industry exposure.

Which Neocloud Stock Is the Better Buy?

TipRanks’ Stock Comparison tool indicates that Iren Limited currently has the largest upside among the three neo‑cloud names in this article, with roughly 78% return potential. This is based on an average price target of $79.78, even though analysts only assign IREN a Moderate Buy rating.

​By contrast, Nebius has the smallest implied upside at about 25%, derived from an average price target of $161.88. This is even though NBIS is the only one of the trio carrying a Strong Buy rating.

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