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Nebius Group N. V. , operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.
Its businesses include Nebius, an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company's businesses also comprise Toloka AI, a data partner for various stages of generative AI development; TripleTen, an edtech player re-skilling people for careers in tech; and Avride, which develops autonomous driving technology for self-driving cars and delivery robots. The company was formerly known as Yandex N. V. and changed its name to Nebius Group N.
V. in August 2024. Nebius Group N. V. was founded in 1989 and is headquartered in Amsterdam, the Netherlands with R&D hubs across Europe, North America and Israel.
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Nebius secured a $2 billion strategic investment from Nvidia, strengthening hardware access and deepening long-term infrastructure alignment. Signed hyperscaler agreements exceeding $40 billion in potential value, primarily with Microsoft and Meta, significantly boosting demand visibility. Raised $4.34 billion through convertible notes, providing capital to support its aggressive $16–20 billion 2026 expansion plan.
AI infrastructure deals keep accelerating as model-development costs climb into the billions and only a handful of players can foot the bill.
The Information reported that AI cloud provider Nebius is in talks to buy Israeli-based AI startup AI21 Labs, which makes natural language processing models. Nebius, which operates data centers in Europe and the U.S., is backed by Nvidia and competes with AI infrastructure companies like CoreWeave.
Nebius (NBIS +9.06%) just locked in huge AI contracts, gained Nvidia (NVDA +0.99%) as a strategic investor, and raised billions at unusually cheap rates. This video breaks down why the market still sold the stock, what risk actually matters here, and why this pullback could be hiding a much bigger upside story if execution stays on track.
Nebius stock has headed decisively higher this week through the end of trading on Thursday. There's speculation that Nebius is in talks to acquire an AI start-up.
Aberdeen Group plc lessened its holdings in shares of Nebius Group N.V. (NASDAQ: NBIS) by 54.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,325 shares of the company's stock after selling 28,763 shares during the period. Aberdeen
While Nebius Group N.V (NASDAQ:NBIS) is growing at a faster percentage rate, CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV) currently generates significantly higher overall revenue. Over the last eight quarters, both companies generally maintained quarter-over-quarter revenue increases, though Nebius experienced a brief decline in late 2024.
Nebius Group (NASDAQ:NBIS) stock just got its first vote of confidence from Cantor, which initiated coverage with an Overweight rating and a $129 price target.
These are two of the fastest-growing companies in the world.
Nebius and CoreWeave are critical cloud computing businesses. Each is expected to grow its revenue massively over the next few years.
Nebius: Winning The AI GPU Shortage Game
AI infrastructure stocks like AAOI, SNDK, and NBIS are showing resilience amid the broader market's stumble.
CoreWeave has the advantage of scale, ending 2025 with 43 data centers. Nebius is growing fast, and the stock's performance has outgained CoreWeave.
Investors should look beyond short-term volatility and consider these growth stocks that analysts see upside for, according to TipRanks.
