All articles tagged with #nebius
Nebius Group’s shares slid about 10% after the company unveiled a $3.75 billion bond offering to fund its AI-infrastructure expansion and data-center buildout, highlighting the heavy capital needs of competing in AI despite recent deals with Meta and Nvidia.
Meta Platforms signed a five-year, $27 billion AI infrastructure deal with Nebius to secure $12 billion of dedicated GPU capacity starting in 2027, with an additional $15 billion of capacity to be purchased as Nebius scales, a move that underscores Nebius’s rapid growth and Nvidia partnerships in the neocloud race for AI processing power.
Meta has signed a five-year deal to spend up to $27 billion with Netherlands-based Nebius for dedicated and additional AI infrastructure capacity, as Meta plans up to $135 billion in AI-related capex this year amid a wave of hyperscaler investments. Nebius will deploy Nvidia’s Vera Rubin chips across multiple locations, signaling Nebius’s growth as a European AI cloud player and following past deals with Microsoft and Nvidia.
NVIDIA and Nebius unveiled a $2 billion partnership to scale Nebius's full-stack AI cloud, enabling more than 5 gigawatts of NVIDIA-powered capacity by 2030 through AI factory design, optimized inference and agentic AI software, and deployment of multi-generation NVIDIA infrastructure across Nebius’s platform.
CoreWeave (CRWV) posted a mixed Q4 with an 89-cent loss per share on revenue of $1.57B (up 110%), a $66.8B backlog, and guidance below expectations, while pursuing an $8.5B loan backed by a Meta deal. The stock slid over 21% and pulled Nebius (NBIS) and Iren (IREN) lower as profitability remains a sector-wide hurdle for neocloud players; Nebius widened losses to $173M, and Iren returned to a 52-cent-per-share loss. Analysts show Nebius as the only Strong Buy among the group, with Iren offering the biggest upside (over 80%) and CoreWeave about 21% upside but a low Smart Score (3/10). The piece underscores ongoing profitability challenges despite solid AI infrastructure demand.
Meta’s 2026 capex is set to reach roughly $115–$135 billion, funding Nvidia GPU/Grace CPU deployments that will power its AI infrastructure; Nebius Group, a Nebius cloud partner and Meta customer, is forecast to grow revenue to about $3.4 billion in 2026 from $530 million in 2025, bolstered by a backlog over $20 billion, expansion to 16 data-center sites, and 0.8–1 gigawatt of capacity as demand for cloud AI ramps up.
Nebius Group's NBIS stock jumped about 9% after a Q4 that showed revenue near $227.7M (missed estimates) and wider losses as it expanded data-center capacity. Management said AI demand remains strong and outlined a plan to reach 0.8–1 gigawatt of connected capacity by 2026, with ARR around $1.25B and a positive adjusted EBITDA, but elevated costs keep profitability distant. TipRanks Crowd Wisdom, however, shows retail investors cautious despite a Street Strong Buy consensus with an average target of about $150.83 (~68% upside).
Nebius is set to begin the first phase of a nearly $3 billion deal to supply AI infrastructure for Meta Platforms in December, with Meta having the option to extend or terminate the agreement based on capacity delivery.
Nebius, an AI cloud company, signed a $3 billion deal with Meta to provide AI infrastructure over five years, amid a more than fourfold increase in its third-quarter revenue to $146.1 million. Despite revenue growth, the company's shares fell due to increased capital spending and a quarterly loss. Nebius's market value has surged to $27.61 billion, driven by high demand for AI and high-performance computing capacity, with significant contracts including deals with Meta and Microsoft.
Nebius reported a larger-than-expected Q3 net income loss of nearly $120 million amid revenue growth and announced a $3 billion AI compute infrastructure deal with Meta Platforms, while also raising capital through an equity offering. Despite the loss, its stock rose 6.2%, supported by significant revenue growth and strategic partnerships in AI cloud services.
Microsoft's expanded partnership with OpenAI, including a significant stake and exclusive cloud commitments, is boosting AI innovation and positioning Nebius as a key GPU provider for Azure, creating a lucrative opportunity for investors before its stock potentially soars amid growing AI workloads and infrastructure demand.
CoreWeave (CRWV) and Nebius (NBIS) are prominent AI infrastructure companies with different growth profiles; CRWV has seen rapid revenue growth and high-profile deals, suggesting high upside but with higher risk, while NBIS benefits from a major Microsoft contract, offering more stability and a slightly lower upside potential. Both stocks are rated as moderate buys, with CRWV showing over 15% potential upside and NBIS around 10%.
The article suggests that there is a $19 billion reason to consider buying Nebius stock today, highlighting its significant market value and potential investment opportunity.
Nebius stock (NBIS) surged following reports of a potential $19 billion deal with Microsoft, indicating significant corporate activity and investor interest.
Microsoft has secured a $17.4 billion AI-compute deal with Nebius to boost GPU capacity, support Azure's growth, and mitigate supply chain constraints, which is seen as a positive catalyst for its stock and AI expansion.