All articles tagged with #nebius
U.S. equities rose on Thursday, marking a rebound from the previous day's selloff triggered by a Federal Reserve interest-rate increase. The recovery was driven by a pullback in oil prices and Treasury yields. Key movers included Generac, Nebius, CoreWeave, Nokia, Lucid, and Paramount, reflecting a broad market response to shifting macroeconomic signals.
Nebius NBIS has been steadily lifting its contracted-power guidance for 2026, moving from 3 GW to 4 GW and now aiming for 5 GW as it adds data centers across North America and Europe. The surge comes with big deals, including Meta’s cloud-compute arrangement that could deliver roughly $5 billion in annual recurring revenue once online, potentially lifting Nebius toward about $9 billion in ARR by year-end. Q2 revenue rose to $582.3 million, up 454% year over year, and the company is financing buildouts through prepayments and debt (notably $4 billion in private convertible notes) while remaining cash-flow negative and reliant on contract momentum to convert revenue in the coming years.
CoreWeave and Nebius surged on strong results—CoreWeave with 112% revenue growth and a $104B backlog, Nebius with 454% revenue growth—while NVIDIA struck a five-year, $3.4B cloud deal with IREN and pledged up to $2.1B in investment. Roundhill’s new neocloud ETF includes CoreWeave, Nebius, IREN, and Applied Digital among its top holdings, offering diversified exposure to the AI infrastructure buildout. Valuations are rich (CoreWeave P/S ~7.9, Nebius P/S ~53.3) but supported by contracted revenue and big-ticket cloud deals; however, the sector remains volatile and investors face single-name risk if not diversified, making the new ETF a more contained way to play the theme.
CoreWeave stock rose about 19% after Q2 revenue doubled to $2.6B and guided $3.4–3.6B for Q3, though profitability remains elusive amid rising expenses and debt; Nebius jumped 34% after a Q2 where revenue grew 514% to $575M with contracts quadrupling, underscoring robust AI‑compute demand from hyperscalers.
AI infrastructure stocks jumped after CoreWeave and Supermicro beat expectations, with Nebius surging on revenue upside; broader AI-hosting and memory/storage names also rose as investors priced in accelerating demand for AI computing infrastructure like servers, racks and data-center optics.
Nebius stock jumped about 17% after Nvidia disclosed a 9.3% stake in the Amsterdam-based neocloud, underscoring Nvidia’s growing role in funding AI infrastructure and Nebius’s roughly 250% rally over the past year. Nvidia had previously pledged $2 billion to Nebius, and the two will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design. Nebius has landed major deals, including a long-term agreement with Meta to spend up to $27 billion on Nebius’ AI infrastructure, helping it reach a market cap around $46 billion.
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.