Nebius Partners with Nvidia for Massive Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NBIS?
Source: NASDAQ.COM
- Strengthened Partnership: Nebius's strategic alliance with Nvidia provides early access to cutting-edge technology, ensuring that its AI servers remain at the forefront of the industry, thereby enhancing its competitive position in the market.
- Impressive Financial Performance: By the end of 2025, Nebius achieved an annual run rate of $1.25 billion, with expectations to grow to between $7 billion and $9 billion by the end of 2026, showcasing an extraordinary growth rate driven by strong market demand.
- Investment Return Potential: Nvidia's investment in Nebius has increased to approximately $2 billion, holding 1.2 million shares valued at around $232 million, indicating confidence in Nebius's future growth and further solidifying their partnership.
- Broad Market Outlook: Nebius has surged over 100% year-to-date in 2026, driven by skyrocketing demand for its full-stack AI cloud computing solutions, suggesting it will continue to attract investor interest and confidence moving forward.
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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: 184.770
Low
130.00
Averages
164.20
High
211.00
Current: 184.770
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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