tldrdailynews.com logo
Tag

Nebius

All articles tagged with #nebius

Nebius Expands AI Data-Center Push With 5 GW Capacity Target
finance12 days ago

Nebius Expands AI Data-Center Push With 5 GW Capacity Target

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.

via Currently.com|
#contracted-power#finance#gigawatts
New neocloud ETF targets AI infrastructure leaders as CoreWeave and Nebius rally
finance15 days ago

New neocloud ETF targets AI infrastructure leaders as CoreWeave and Nebius rally

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.

via 24/7 Wall St.|
#ai-infrastructure#coreweave#etf
Nebius surges as Nvidia reveals 9.3% stake, signaling deeper AI infrastructure ties
business1 month ago

Nebius surges as Nvidia reveals 9.3% stake, signaling deeper AI infrastructure ties

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.

via CNBC|
#ai-infrastructure#business#nebius
Meta inks $27B Nebius AI cloud deal to lock in long‑term capacity
business5 months ago

Meta inks $27B Nebius AI cloud deal to lock in long‑term capacity

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.

via CNBC|
#ai-infrastructure#business#cloud-computing
CoreWeave’s Mixed Q4 Triggers Selloff, Dragging Nebius and Iren Down
business6 months ago

CoreWeave’s Mixed Q4 Triggers Selloff, Dragging Nebius and Iren Down

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.

via TipRanks|
#ai-infrastructure#business#coreweave
Meta’s AI Capex Could Drive Nebius’s 2026 Revenue Surge
business6 months ago

Meta’s AI Capex Could Drive Nebius’s 2026 Revenue Surge

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.

via The Motley Fool|
#ai#business#data-centers
Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution
market-news6 months ago

Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution

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).

via TipRanks|
#ai-infrastructure#crowd-wisdom#market-news
Nebius Secures $3 Billion Meta Deal Amid Mixed Q3 Results
business9 months ago

Nebius Secures $3 Billion Meta Deal Amid Mixed Q3 Results

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.

via Reuters|
#ai-infrastructure#business#cloud-computing
Nebius Secures $3B Meta AI Deal Amid Mixed Q3 Results
business9 months ago

Nebius Secures $3B Meta AI Deal Amid Mixed Q3 Results

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.

via Investor's Business Daily|
#ai-infrastructure#business#cloud-computing