Nebius Launches AI Cloud 3.5 with Enhanced Features
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy NBIS?
Source: seekingalpha
- Serverless Computing Feature: The launch of AI Cloud 3.5 by Nebius introduces serverless AI computing capabilities, allowing developers to initiate workloads almost instantly, thereby eliminating the significant time AI teams previously spent configuring infrastructure before running experiments, which greatly enhances development efficiency.
- GPU Expansion: The platform has expanded its GPU offerings with the Nvidia RTX PRO 6000 Blackwell Server Edition, capable of handling complex workloads involving AI inference, industrial robotics, physical AI simulations, visual computing, and drug discovery, thereby strengthening Nebius's competitive edge in high-performance computing.
- Data Transfer Service: AI Cloud 3.5 also introduces a Data Transfer Service that simplifies data migration and replication across environments, reducing overhead for teams managing data and enhancing operational efficiency in multi-cloud environments, which further optimizes user experience.
- Positive Market Response: Nebius received bullish coverage from BofA, with a price target set at $140, reflecting market confidence in its new product offerings and capital-raising capabilities, indicating strong growth potential for the company moving forward.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 105.970
Low
130.00
Averages
164.20
High
211.00
Current: 105.970
Low
130.00
Averages
164.20
High
211.00
About NBIS
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Buying Opportunity Assessment: Despite the market pressures, analysts suggest that in certain cases, the current low prices may present attractive opportunities for long-term investors, particularly in stocks of fundamentally strong companies.
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- Microsoft's Cloud Expansion: Microsoft's AI computing business saw a 39% year-over-year revenue increase in the latest quarter, and despite a 35% drop from its all-time high, the expansion of its cloud capabilities lays a solid foundation for future growth, attracting more investor interest.
- Meta's Sustained Growth: Meta achieved a 24% revenue growth in the latest quarter, and although its stock is down 34% from its all-time high, its investments in AI capabilities could drive future stock price increases, showcasing its dual advantage in social media and AI.
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