Growing Faster Than NVIDIA? These 2 Tech Companies Did It
Think NVIDIA’s growth is unbeatable? These two just OUTGROWED it.
Who’s holding either of these AI powerhouses? Let’s discuss!
Amid the current AI investment boom, NVIDIA has undoubtedly been the most high-profile stock. As a company with a market capitalization of $4 trillion, it has posted triple-digit revenue growth for multiple consecutive quarters. Even in the latest quarter, its revenue surged 73% year-over-year—a pace few companies can match.
Yet a small group of tech firms have still managed to grow even faster than NVIDIA, making them worth watching closely.
$Micron Technology(MU)$
Micron Technology posted revenue of $23.9 billion in its fiscal 2026 second quarter (ending February 26), representing a staggering 196% year-over-year increase.
As a memory-chip maker, Micron’s growth is driven primarily by its high-bandwidth memory (HBM) business, a critical component powering nearly all AI applications. Only three companies globally produce HBM, and Micron is the only U.S. player in the space.
While Micron has long faced industry cyclicality, with memory chipmakers more exposed to sector swings than other chip stocks, its share price has jumped roughly 260% in the past year. At just 15x earnings, the stock still has room to run. With growth momentum set to continue, Micron could be one of the top-performing stocks of 2026.
$CoreWeave, Inc.(CRWV)$
Demand for CoreWeave’s AI-native cloud platform has fueled explosive growth, with nearly $1.6 billion in revenue in the fourth quarter, up 110% year-over-year.
Standing out from giants like Amazon and Microsoft, CoreWeave has built a platform custom-built for AI workloads. However, the company is struggling with overwhelming demand, with a backlog nearing $67 billion. Meanwhile, its debt exceeds $21 billion—a major challenge for a firm with a book value of just $3.3 billion.
Analysts expect CoreWeave’s revenue to jump 143% next fiscal year, keeping near-term momentum strong. Despite volatility, the stock has risen nearly 72% since its listing roughly a year ago. At just 5.7x sales, the valuation is modest for a hyper-growth company. While challenges partially explain the low multiple, it also creates an attractive entry point for investors.
Wrapping Up
In the AI-driven wave, Micron and CoreWeave have outpaced NVIDIA in revenue growth through distinct strategies. Micron leverages its unique HBM advantage to grow strongly despite industry cycles, while CoreWeave has captured market share with an AI-optimized cloud platform.
Both face challenges—cyclicality for Micron, debt and capacity for CoreWeave—but their above-market growth and attractive valuations make them compelling picks for investors looking beyond the largest names in tech.
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