The Latest Breaking News from Nebius

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Microsoft’s $33 billion investment in neocloud providers secures Nvidia GPUs, expands compute access, and raises new antitrust and energy concerns.

Nebius stock inches up as Microsoft announces a multi-year agreement with the AI infrastructure firm. Here’s why a more-than-500% rally in NBIS shares shouldn’t deter new investors.

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

Nvidia (NASDAQ:NVDA) is currently at the epicenter of Wall Street’s artificial intelligence frenzy, cementing its position as the cornerstone of Big Tech’s future ambitions as companies commit to unprecedented chip spending.

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Thursday following reports indicating that Microsoft Corp (NASDAQ:MSFT) will get access to over 100,000 NVIDIA Corp (NASDAQ:NVDA) GB300 chips as part of its deal with the company.

AI data center stocks continue to fuel indices to new all-time highs, and these two companies show that even newcomers can reap huge rewards in this gold rush.

Nvidia Corp (NASDAQ:NVDA) isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like Nebius Group NV (NASDAQ:NBIS) and CoreWeave Inc (NASDAQ:CRWV), the chipmaker is quietly controlling access to AI compute power, forcing hyperscalers to dance to its tune.

An infrastructure agreement with Microsoft validates Nebius Group's technology and catapults the company into the top echelon of AI industry players.