Nebius Launches AI Lab and Partners with Kao Data
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 08 2026
0mins
Nebius Group NV's stock rose by 5.01% as it crossed above the 5-day SMA, reflecting positive market conditions.
The company announced the launch of a six-month Physical AI Living Lab program aimed at supporting robotics startups with NVIDIA's technology, alongside a strategic 10-year partnership with Kao Data for a 22MW AI infrastructure deployment. This partnership is expected to enhance AI innovation in the UK and aligns with Nebius's £1.7 billion investment to expand its AI capabilities, further solidifying its market position.
These developments indicate Nebius's commitment to fostering AI growth and innovation, positioning it favorably within the competitive landscape of AI technology.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 232.360
Low
130.00
Averages
164.20
High
211.00
Current: 232.360
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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See More
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- Amazon's Data Center Investment: Amazon plans to invest $200 billion in data center capital expenditures by 2026, which will significantly boost profits from its cloud computing division, AWS, expected to account for 59% of operating profits, enhancing overall profitability.
- Meta's Valuation Advantage: Meta trades at a price-to-earnings ratio of only 21 times, far below SpaceX's 210 times, despite Meta's recent quarterly revenue growth rate of 33%, making it a more attractive investment option compared to SpaceX.
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See More
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See More
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- Microsoft's Financial Performance: Microsoft reported an 18% revenue growth in the last quarter, reaching $82.9 billion, with its AI product lineup achieving a remarkable 123% annual recurring revenue growth to $37 billion, indicating strong performance in AI despite cautious market sentiment.
- Nebius's Rapid Growth: Nebius achieved a staggering 684% year-over-year revenue growth in Q1, with projections of 550% growth for 2026, showcasing its competitive strength in AI cloud computing, far exceeding SpaceX's growth potential.
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- SpaceX's Market Position: While SpaceX is the largest IPO globally, its projected revenue of $18.7 billion for 2025, with a growth rate of 33%, reveals its disadvantage in the fast-growing sectors compared to Microsoft and Nebius.
See More
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- Microsoft's Strong Performance: Microsoft's AI product lineup saw a 123% increase in annual recurring revenue to $37 billion in the latest quarter, and despite the market's tepid response, its Azure cloud division grew revenue by 40%, contributing to an overall quarterly revenue growth of 18% to $82.9 billion, showcasing its sustained competitiveness in the tech sector.
- Nebius's Rapid Growth: Nebius achieved a remarkable 684% year-over-year revenue growth in Q1, with Wall Street analysts projecting 550% growth for 2026 and 225% for 2027, positioning it favorably against SpaceX and making it a more attractive investment choice.
- Nvidia's Value and Growth: Nvidia is expected to grow by 81% in FY 2027 and 41% in FY 2028, with a price-to-earnings ratio of 31, which remains appealing compared to other tech stocks, indicating strong demand and market potential in the AI sector.
- SpaceX's Market Challenges: While SpaceX's projected revenue for 2025 is $18.7 billion, up 33%, its growth rate appears relatively slow compared to Microsoft, Nebius, and Nvidia, leading investors to favor these stocks with greater growth potential.
See More
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- Staggering Growth Rate: Nebius reported a jaw-dropping 684% growth rate in Q1 2023, indicating strong demand in the cloud computing sector, particularly for AI workloads, showcasing its immense market potential.
- Data Center Expansion: By the end of 2025, Nebius plans to increase its data center count from one to seven, each utilizing over 100 megawatts of power, significantly enhancing its processing capabilities to meet the surging demand for cloud computing.
- Surging Revenue Projections: Nebius anticipates its annual revenue will soar from $1.25 billion at the end of 2025 to between $7 billion and $9 billion by the end of 2026, reflecting robust growth potential in the cloud computing market, despite currently not being profitable.
- Investor Attention: Although Nebius is not yet profitable and faces debt challenges, its stock has surged 135% in 2026, with Wall Street analysts projecting a 551% revenue growth in 2026, indicating strong market confidence in its future development.
See More
