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Nebius Group
NBIS · NASDAQAI Cloud Infrastructure
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$50B
Revenue (2026E)
$3.0–3.4B
ARR exit run-rate (2026E)
$7–9B
Revenue (2025)
~$530M
Contracted backlog
~$50B / 2031
Microsoft deal
~$19.4B
Meta deal
~$27B
Target capacity
~2 GW
In plain English
Nebius is a European 'neocloud' — born from the 2024 breakup of the former Yandex, it kept the international AI-infrastructure business and now builds and rents out NVIDIA GPU data centres at scale, funded by a heavy debt-and-equity buildout and anchored by huge multi-year deals with Microsoft and Meta.
In simple terms
What Nebius Group really sells
Nebius is a European 'neocloud' — born from the 2024 breakup of the former Yandex, it kept the international AI-infrastructure business and now builds and rents out NVIDIA GPU data centres at scale, funded by a heavy debt-and-equity buildout and anchored by huge multi-year deals with Microsoft and Meta.
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Risk read
SteadierMore speculative
Why this rating?