Amazon vs. Nebius: Cloud Computing Competition Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NBIS?
Source: Fool
- Cloud Market Overview: Amazon's AWS cloud computing platform continues to dominate the market in 2023, achieving an annual revenue of $10 billion, showcasing its strong influence in the tech sector, while Nebius's projected annual recurring revenue of $7 billion to $9 billion in 2026 still pales in comparison to Amazon's market position.
- Nebius Growth Potential: Nebius achieved $1.25 billion in annual recurring revenue in 2025, with significant growth expected in 2026, indicating its popularity among AI developers; however, it remains insignificant compared to Amazon's vast market share.
- Amazon's Technological Edge: Amazon not only offers top-tier computing equipment but has also designed its own chips, generating $10 billion in annual revenue and growing at a triple-digit pace, further solidifying its leadership in the cloud computing space and demonstrating its robust R&D capabilities and market adaptability.
- Investment Opportunity Analysis: While Nebius is experiencing rapid growth, it still lags behind Amazon, and investors may consider investing in both companies to benefit from Amazon's steady growth and Nebius's explosive potential, creating a balanced investment portfolio.
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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: 107.610
Low
130.00
Averages
164.20
High
211.00
Current: 107.610
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.
Amazon vs. Nebius: Cloud Computing Competition Analysis
- Cloud Market Overview: Amazon's AWS cloud computing platform continues to dominate the market in 2023, achieving an annual revenue of $10 billion, showcasing its strong influence in the tech sector, while Nebius's projected annual recurring revenue of $7 billion to $9 billion in 2026 still pales in comparison to Amazon's market position.
- Nebius Growth Potential: Nebius achieved $1.25 billion in annual recurring revenue in 2025, with significant growth expected in 2026, indicating its popularity among AI developers; however, it remains insignificant compared to Amazon's vast market share.
- Amazon's Technological Edge: Amazon not only offers top-tier computing equipment but has also designed its own chips, generating $10 billion in annual revenue and growing at a triple-digit pace, further solidifying its leadership in the cloud computing space and demonstrating its robust R&D capabilities and market adaptability.
- Investment Opportunity Analysis: While Nebius is experiencing rapid growth, it still lags behind Amazon, and investors may consider investing in both companies to benefit from Amazon's steady growth and Nebius's explosive potential, creating a balanced investment portfolio.
See More
Nebius Anticipates Massive Growth in 2026
- Revenue Surge Expected: Nebius reported an annual recurring revenue of $1.25 billion at the end of 2025, with projections for 2026 ranging from $7 billion to $9 billion, indicating rapid growth in its cloud computing capacity that could attract more investor interest.
- Intensifying Market Competition: Despite Nebius's strong growth momentum, Amazon's AWS custom chip business has an annual run rate of $10 billion and is growing at a triple-digit pace, underscoring Amazon's continued dominance in the cloud computing sector, posing significant challenges for Nebius.
- AI Demand Driving Growth: The surging demand for cloud computing among AI startups has made Nebius's full-stack solutions highly popular, which not only enhances its market share but could also significantly alter the competitive landscape of the cloud computing industry in the coming years.
- Investment Opportunities Emerging: Although Nebius has not been recommended as a top investment by The Motley Fool, its potential synergy with Amazon presents investors with a dual opportunity for stability and rapid growth, appealing to those interested in AI infrastructure investments.
See More
Can Nebius Become the Next Amazon?
- Cloud Market Potential: Nebius achieved an annual recurring revenue of $1.25 billion by the end of 2025, with projections for 2026 reaching between $7 billion and $9 billion, indicating strong demand and rapid growth potential in the AI sector, positioning it as a significant competitor in the cloud market.
- Amazon's Competitive Edge: Amazon's AWS custom chips have an annual revenue run rate of $10 billion, growing at a triple-digit pace, showcasing its robust capabilities in cloud infrastructure and reinforcing its market leadership.
- Dependence of AI Startups: Many AI startups opt to rent cloud computing capacity rather than build their own data centers, and Nebius meets this demand with cutting-edge equipment and rapid deployment capabilities, driving explosive growth in its product offerings.
- Investment Opportunity Analysis: While Nebius shows strong growth potential, it remains insignificant compared to Amazon; investors may consider investing in both companies to capitalize on Amazon's stability and Nebius's rapid growth for dual benefits.
See More
Recent Updates on Micron Technology and AI Stocks
- Video Update: Today's video discusses recent updates affecting Micron Technology (MU) and other AI stocks, providing in-depth analysis of market trends and investment opportunities to help investors navigate future market directions.
- Market Performance: As of after-market prices on February 13, 2026, Micron Technology's stock rose by 2.59%, reflecting optimistic market expectations for its future performance, which may attract more investor attention.
- Investment Advice: The special offer link mentioned in the video provides viewers with additional investment resources aimed at helping them better understand market dynamics and make informed investment decisions, enhancing investor engagement in the market.
- Subscription Reminder: The video encourages viewers to subscribe to the channel for more updates on Micron Technology and other AI stocks, indicating the content creator's desire to build a long-term audience relationship and enhance the channel's influence.
See More
Micron Technology Excluded from Top Investment Picks
- Investment Recommendation Update: In a recent video, the analyst team highlighted that Micron Technology was not included in the current top investment stock list, reflecting a cautious market sentiment regarding its future performance, which could impact investor confidence.
- Historical Return Comparison: The absence of Micron compared to previously recommended stocks like Netflix and Nvidia suggests investors may miss out on potential high returns, with Netflix and Nvidia achieving returns of 424,262% and 1,163,635%, respectively.
- Market Performance Analysis: Stock Advisor's total average return of 904% significantly outperforms the S&P 500's 194%, indicating the potential profitability of currently recommended stocks, while Micron's exclusion may affect its competitive position in the market.
- Investor Community Engagement: Motley Fool encourages investors to join its community for the latest investment advice and stock recommendations, and Micron's absence may drive investors to seek other more attractive investment opportunities.
See More
MarketBeat Weekly Recap – February 16 to February 20
Market Volatility: Investors are facing prolonged market volatility, particularly influenced by the U.S. Supreme Court's decision to strike down emergency tariffs, which has led to oscillations between losses and gains in the markets.
Focus on Technology Stocks: The ongoing focus remains on technology stocks, especially those related to artificial intelligence (AI), as investors weigh geopolitical concerns and the implications of military presence in the Middle East.
Earnings Reports and Stock Performance: Companies like NVIDIA and Oracle are set to release earnings reports, with analysts predicting strong performance, while other stocks, such as Qualcomm, have faced skepticism due to recent downturns in the tech sector.
Investment Opportunities: Despite challenges, there are still opportunities for investors in beaten-down sectors, with analysts highlighting potential stocks that could deliver upside surprises amidst a difficult economic environment.
See More
Amazon vs. Nebius: Cloud Computing Competition Analysis
- Cloud Market Overview: Amazon's AWS cloud computing platform continues to dominate the market in 2023, achieving an annual revenue of $10 billion, showcasing its strong influence in the tech sector, while Nebius's projected annual recurring revenue of $7 billion to $9 billion in 2026 still pales in comparison to Amazon's market position.
- Nebius Growth Potential: Nebius achieved $1.25 billion in annual recurring revenue in 2025, with significant growth expected in 2026, indicating its popularity among AI developers; however, it remains insignificant compared to Amazon's vast market share.
- Amazon's Technological Edge: Amazon not only offers top-tier computing equipment but has also designed its own chips, generating $10 billion in annual revenue and growing at a triple-digit pace, further solidifying its leadership in the cloud computing space and demonstrating its robust R&D capabilities and market adaptability.
- Investment Opportunity Analysis: While Nebius is experiencing rapid growth, it still lags behind Amazon, and investors may consider investing in both companies to benefit from Amazon's steady growth and Nebius's explosive potential, creating a balanced investment portfolio.
See More
Nebius Anticipates Massive Growth in 2026
- Revenue Surge Expected: Nebius reported an annual recurring revenue of $1.25 billion at the end of 2025, with projections for 2026 ranging from $7 billion to $9 billion, indicating rapid growth in its cloud computing capacity that could attract more investor interest.
- Intensifying Market Competition: Despite Nebius's strong growth momentum, Amazon's AWS custom chip business has an annual run rate of $10 billion and is growing at a triple-digit pace, underscoring Amazon's continued dominance in the cloud computing sector, posing significant challenges for Nebius.
- AI Demand Driving Growth: The surging demand for cloud computing among AI startups has made Nebius's full-stack solutions highly popular, which not only enhances its market share but could also significantly alter the competitive landscape of the cloud computing industry in the coming years.
- Investment Opportunities Emerging: Although Nebius has not been recommended as a top investment by The Motley Fool, its potential synergy with Amazon presents investors with a dual opportunity for stability and rapid growth, appealing to those interested in AI infrastructure investments.
See More
Can Nebius Become the Next Amazon?
- Cloud Market Potential: Nebius achieved an annual recurring revenue of $1.25 billion by the end of 2025, with projections for 2026 reaching between $7 billion and $9 billion, indicating strong demand and rapid growth potential in the AI sector, positioning it as a significant competitor in the cloud market.
- Amazon's Competitive Edge: Amazon's AWS custom chips have an annual revenue run rate of $10 billion, growing at a triple-digit pace, showcasing its robust capabilities in cloud infrastructure and reinforcing its market leadership.
- Dependence of AI Startups: Many AI startups opt to rent cloud computing capacity rather than build their own data centers, and Nebius meets this demand with cutting-edge equipment and rapid deployment capabilities, driving explosive growth in its product offerings.
- Investment Opportunity Analysis: While Nebius shows strong growth potential, it remains insignificant compared to Amazon; investors may consider investing in both companies to capitalize on Amazon's stability and Nebius's rapid growth for dual benefits.
See More
Recent Updates on Micron Technology and AI Stocks
- Video Update: Today's video discusses recent updates affecting Micron Technology (MU) and other AI stocks, providing in-depth analysis of market trends and investment opportunities to help investors navigate future market directions.
- Market Performance: As of after-market prices on February 13, 2026, Micron Technology's stock rose by 2.59%, reflecting optimistic market expectations for its future performance, which may attract more investor attention.
- Investment Advice: The special offer link mentioned in the video provides viewers with additional investment resources aimed at helping them better understand market dynamics and make informed investment decisions, enhancing investor engagement in the market.
- Subscription Reminder: The video encourages viewers to subscribe to the channel for more updates on Micron Technology and other AI stocks, indicating the content creator's desire to build a long-term audience relationship and enhance the channel's influence.
See More
Micron Technology Excluded from Top Investment Picks
- Investment Recommendation Update: In a recent video, the analyst team highlighted that Micron Technology was not included in the current top investment stock list, reflecting a cautious market sentiment regarding its future performance, which could impact investor confidence.
- Historical Return Comparison: The absence of Micron compared to previously recommended stocks like Netflix and Nvidia suggests investors may miss out on potential high returns, with Netflix and Nvidia achieving returns of 424,262% and 1,163,635%, respectively.
- Market Performance Analysis: Stock Advisor's total average return of 904% significantly outperforms the S&P 500's 194%, indicating the potential profitability of currently recommended stocks, while Micron's exclusion may affect its competitive position in the market.
- Investor Community Engagement: Motley Fool encourages investors to join its community for the latest investment advice and stock recommendations, and Micron's absence may drive investors to seek other more attractive investment opportunities.
See More
MarketBeat Weekly Recap – February 16 to February 20
Market Volatility: Investors are facing prolonged market volatility, particularly influenced by the U.S. Supreme Court's decision to strike down emergency tariffs, which has led to oscillations between losses and gains in the markets.
Focus on Technology Stocks: The ongoing focus remains on technology stocks, especially those related to artificial intelligence (AI), as investors weigh geopolitical concerns and the implications of military presence in the Middle East.
Earnings Reports and Stock Performance: Companies like NVIDIA and Oracle are set to release earnings reports, with analysts predicting strong performance, while other stocks, such as Qualcomm, have faced skepticism due to recent downturns in the tech sector.
Investment Opportunities: Despite challenges, there are still opportunities for investors in beaten-down sectors, with analysts highlighting potential stocks that could deliver upside surprises amidst a difficult economic environment.
See More
