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Pathikrit Bose

Nebius Just Bagged a Billion-Dollar Deal With Reflection AI. How to Play NBIS Stock Here.

Nebius NBIS Nvidia Meta Uber

Prominent neocloud company Nebius (NBIS) has inked a billion-dollar agreement with Reflection AI to provide AI compute through 2029. Under the terms of the deal, Reflection AI will gain access to Nebius's capacity of Nvidia's (NVDA) GB300 chips. Although not the latest generation of Nvidia chips (that distinction belongs to the Rubin GPU), the GB300 is a high-performance system built on Blackwell Ultra GPU technology.

The deal would represent annual revenues of about $290 million throughout its tenure if spread evenly. Notably, this would be close to 55% of the company's total revenues in 2025.

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