Jun. 2 at 3:41 AM
AI is increasingly shifting from narrative to execution, with a few names showing real revenue traction.
$NBIS:
$399M revenue (+684% YoY), AI cloud
$390M (+841% YoY), FY guide
$3.0B–
$3.4B
$NVDA: core AI compute backbone
$MSFT: AI + cloud monetization ramp
$AMD: gaining share in compute cycle
$PLTR: enterprise AI adoption scaling
Market focus = execution > narrative