Nebius Secures Major Partnerships with Meta and Microsoft
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: Nebius reported a 684% year-over-year revenue surge in Q1, reaching $399 million, with its AI business growing by 841% and accounting for 98% of total sales, indicating strong market demand and business momentum.
- Strategic Partnerships: Nvidia announced a $2 billion investment in Nebius for an approximately 8.3% stake, which is expected to support over 5 gigawatts of data center capacity by 2030, further solidifying Nebius's position in the AI infrastructure sector.
- Expanding Customer Base: Nebius's agreements with Meta and Microsoft are valued at a total of $44.4 billion, which could provide the company with billions in financing opportunities to expand its cloud infrastructure and meet the growing demand for AI computing capacity.
- Capital Expenditure Risks: Nebius raised its 2026 capital expenditure forecast to between $20 billion and $25 billion, indicating a potential need for additional funding to sustain rapid expansion; despite having $9.3 billion in cash, the company must navigate the risks of equity dilution carefully.
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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: 214.770
Low
130.00
Averages
164.20
High
211.00
Current: 214.770
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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See More
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- Strategic Partnerships Enhance Competitiveness: Nebius has formed key partnerships with companies like Meta and Nvidia, allowing it to access cutting-edge GPU processors ahead of competitors, further solidifying its market position in AI workflows, and despite its stock doubling, it remains an attractive investment option based on its ongoing growth potential.
See More
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