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The Latest Breaking News from Nebius

The Real Reason This Analyst Still Calls Nebius His Favorite Neocloud Player

Nebius Group N.V. (NASDAQ:NBIS) is accelerating its global data center expansion, unveiling plans to more than double capacity by 2026 as surging demand for AI compute drives a dramatic step-change in growth.

Nebius CEO Says 'We Sold Out Everything We Built' As NBIS Plans Expansion Across Israel, UK, More

Nebius CEO Says 'We Sold Out Everything We Built' As NBIS Plans Expansion Across Israel, UK, More

AI infrastructure company, Nebius Group NV (NASDAQ:NBIS), has fully sold out all available capacity, with CEO Arkady Volozh confirming the company's AI infrastructure buildouts are consistently absorbed by overwhelming demand.

Nebius Partners With Meta—AI Growth Could Send Stock to New Highs

Nebius Partners With Meta—AI Growth Could Send Stock to New Highs

Nebius Group's Q3 results affirm a robust outlook, bolstered by new contracts and demand for AI computing power. Analysts and institutions provide support.

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5 AI Infrastructure Stocks Enabling the Next Wave of Growth

The AI revolution is built on vast infrastructure, from data centers and high-speed optical networks, extending beyond just chipmakers and software innovators.

The Next Palantir, Or The Next Bubble? ETFs Grapple With Nebius's Meteoric 500% Stock Surge

Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past 12 months, and 330% this year, vaulting from relative obscurity into Wall Street’s favorite speculative obsession. Yet as…

Nebius (NBIS) Stock Is Surging Friday: What's Going On?

Shares of AI infrastructure firm Nebius Group NV (NASDAQ:NBIS) are surging on Friday, building on momentum from the previous session. The rally is fueled by a combination of company-specific news and a favorable broader market environment.

Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?

Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.

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Nvidia-Backed Nebius (NBIS) Has Crashed 24%— But Whales Are Treating It Like A Fire Sale

Nvidia-Backed Nebius (NBIS) Has Crashed 24%— But Whales Are Treating It Like A Fire Sale

Nebius Group NV (NASDAQ:NBIS), the Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure company, has dropped more than 24% over the past five days — but options data suggests institutional traders are treating the slide as a buying opportunity, not a red flag.

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

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?

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

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 just got its hands on 100,000 Nvidia GB300 chips - and all it took was investing $33 billion in these startups

Microsoft just got its hands on 100,000 Nvidia GB300 chips - and all it took was investing $33 billion in these startups

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

A $19 Billion Reason to Buy Nebius Stock Today

A $19 Billion Reason to Buy Nebius Stock Today

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 inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

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.

Tom’s Hardware

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

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.

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Nvidia Becomes The $4.5 Trillion Giant Driving AI's Biggest Deals

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 Stock Is Rising Thursday: What's Going On?

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.

2 AI Stocks With Record Breaking Rallies: Can They Continue?

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.

Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait

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.

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Nebius Joins the AI Elite After a $17.4 Billion Microsoft Pact

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

Why Nebius Is Raising $3.7 Billion Just Weeks After Microsoft Deal

Nebius Group N.V. (NASDAQ:NBIS) said Thursday it priced a $1 billion offering of Class A ordinary shares at $92.50 per share, with closing expected Sept. 15. Underwriters have a 30-day option to purchase up to an additional $150 million of stock.

Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement

Microsoft will use Nebius for AI infrastructure in a $17-19bn deal lasting until 2031.

Windows Central

Microsoft’s $17.4B bet on Nebius isn’t just about scale — it’s about control

Microsoft has struck a $17.4 billion deal with Nebius to secure 300 MW of AI data center capacity, a move that strengthens its $80B AI infrastructure strategy and highlights the growing reliance on third-party partnerships.

Nebius Shares Are Trading Higher Tuesday: What's Going On?

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Tuesday after the company announced it secured up to a $19.4 billion, five-year GPU infrastructure contract with Microsoft Corporation (NASDAQ:MSFT).

Top 2 Tech Stocks That May Keep You Up At Night This Month

As of Sept. 9, 2025, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Why Nebius Group Shares Are Trading Higher By Around 50%; Here Are 20 Stocks Moving Premarket

Shares of Nebius Group N.V. (NASDAQ:NBIS) rose sharply in pre-market trading after the company announced it secured up to $19.4 billion 5-year GPU infrastructure contract with Microsoft.

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