The Latest Breaking News from Nebius

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?

MarketBeat · Oct 17, 2025

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.

Benzinga · Oct 13, 2025

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.

TechRadar · Oct 10, 2025

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.

Benzinga · Oct 2, 2025

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.

MarketBeat · Sep 29, 2025

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.

Benzinga · Sep 11, 2025

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.

MarketBeat · Sep 11, 2025

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.

Benzinga · Sep 11, 2025

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.

TechRadar · Sep 10, 2025

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.

Windows Central · Sep 9, 2025