+- Hack Forums (https://hackforums.net)
+-- Forum: Money (https://hackforums.net/forumdisplay.php?fid=241)
+--- Forum: Markets, Finance, and Investing (https://hackforums.net/forumdisplay.php?fid=281)
+--- Thread: [Stocks] NBIS is going to the moon (/showthread.php?tid=6316191)
NBIS is going to the moon - Rubliw_Ai - Dec 20, 2025
Already loaded in 26 share of NBIS since Thrusday cause why not
RE: NBIS is going to the moon - Omniscient - Dec 20, 2025
Why is NBIS going to the moon?
https://finance.yahoo.com/quote/NBIS/
I'll pass on buying. They already seem to be part of the AI Bubble.
AI Quote: Here’s a clear, accurate explanation of Nebius Group and what they do:
Nebius Group N.V. is a Dutch technology company focused on artificial intelligence (AI) infrastructure and cloud computing services, headquartered in Amsterdam and publicly traded on the Nasdaq (NBIS). ([Wikipedia][1])
It was formerly the corporate parent of Yandex but restructured and rebranded after divesting Russian-based assets, retaining a portfolio of AI-related businesses and technology platforms. ([Wikipedia][1])
Nebius builds and operates full-stack infrastructure to support large AI workloads, including:
High-performance cloud platforms tailored for AI training and inference
Large GPU clusters (often Nvidia GPUs) for compute-intensive tasks Development and deployment tools for AI developers and enterprises
Cloud-based services that can compete with hyperscale providers for AI computing capacity ([Nebius][2])
This infrastructure is designed to help companies that need massive compute power without building their own data centers.
Nebius has landed multi-billion dollar contracts with big tech companies:
A reported $17.4 billion AI infrastructure agreement with Microsoft over 5 years. ([Reuters][3])
A $3 billion contract with Meta Platforms for AI cloud infrastructure deployments. ([Yahoo Finance][4])
These deals position Nebius as a supplier of GPU compute capacity to hyperscalers and major AI users.
CEO: Arkady Volozh (co-founder of Yandex) ([Wikipedia][1])
Nebius operates data centers and AI compute clusters in multiple regions including Europe and North America. ([Wikipedia][1]) It also owns or holds stakes in related tech ventures (e.g., Avride, TripleTen, Toloka, Clickhouse). ([Wikipedia][1])
The company’s stock has experienced significant volatility and growth since shifting focus to AI infrastructure, in part driven by investor enthusiasm over AI demand. ([Nasdaq][5])
* Analysts highlight rapid revenue growth and ambitious targets (e.g., far-higher ARR expected with new contracts) — with both bullish and cautionary investment opinions published. ([Seeking Alpha][6])
🚀 Nebius Group is an AI cloud & infrastructure specialist
They build and operate large GPU-powered compute environments, essentially providing the “heavy lifting” needed for training and running advanced AI systems — much like a specialized cloud provider for AI workloads.
They’re not a software-only AI company, nor an exchange or token project — instead, they’re part of the physical and platform layer of AI computing.
If you want, I can break down how Nebius compares to competitors (like CoreWeave, AWS, Google Cloud) or explain what their major corporate deals mean for AI infrastructure markets.
[1]: https://en.wikipedia.org/wiki/Nebius_Group?utm_source=chatgpt.com "Nebius Group"
[2]: https://nebius.com/?utm_source=chatgpt.com "Nebius. The ultimate cloud for AI explorers"
[3]: https://www.reuters.com/business/nebius-signs-174-billion-ai-infrastructure-deal-with-microsoft-shares-jump-2025-09-08/?utm_source=chatgpt.com "Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump"
[4]: https://finance.yahoo.com/news/3-billion-reason-buy-nebius-210844058.html?utm_source=chatgpt.com "A $3 Billion Reason to Buy Nebius Stock Now"
[5]: https://www.nasdaq.com/articles/should-you-buy-dip-nebius-group?utm_source=chatgpt.com "Should You Buy the Dip on Nebius Group? - Nasdaq"
[6]: https://seekingalpha.com/article/4849335-nebius-stock-the-market-is-missing-a-huge-2026-arr-growth-surge?utm_source=chatgpt.com "Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge (NASDAQ:NBIS)"
📍 What Nebius Group Is
Nebius Group N.V. is a Dutch technology company focused on artificial intelligence (AI) infrastructure and cloud computing services, headquartered in Amsterdam and publicly traded on the Nasdaq (NBIS). ([Wikipedia][1])
It was formerly the corporate parent of Yandex but restructured and rebranded after divesting Russian-based assets, retaining a portfolio of AI-related businesses and technology platforms. ([Wikipedia][1])
💼 What They Do
🧠 AI Infrastructure & Cloud Services
Nebius builds and operates full-stack infrastructure to support large AI workloads, including:
High-performance cloud platforms tailored for AI training and inference
Large GPU clusters (often Nvidia GPUs) for compute-intensive tasks Development and deployment tools for AI developers and enterprises
Cloud-based services that can compete with hyperscale providers for AI computing capacity ([Nebius][2])
This infrastructure is designed to help companies that need massive compute power without building their own data centers.
🏙 Strategic Deals with Major Tech Players
Nebius has landed multi-billion dollar contracts with big tech companies:
A reported $17.4 billion AI infrastructure agreement with Microsoft over 5 years. ([Reuters][3])
A $3 billion contract with Meta Platforms for AI cloud infrastructure deployments. ([Yahoo Finance][4])
These deals position Nebius as a supplier of GPU compute capacity to hyperscalers and major AI users.
📍 Company Structure & Background
CEO: Arkady Volozh (co-founder of Yandex) ([Wikipedia][1])
Nebius operates data centers and AI compute clusters in multiple regions including Europe and North America. ([Wikipedia][1]) It also owns or holds stakes in related tech ventures (e.g., Avride, TripleTen, Toloka, Clickhouse). ([Wikipedia][1])
📈 Market & Growth Position
The company’s stock has experienced significant volatility and growth since shifting focus to AI infrastructure, in part driven by investor enthusiasm over AI demand. ([Nasdaq][5])
* Analysts highlight rapid revenue growth and ambitious targets (e.g., far-higher ARR expected with new contracts) — with both bullish and cautionary investment opinions published. ([Seeking Alpha][6])
💡 In Simple Terms
🚀 Nebius Group is an AI cloud & infrastructure specialist
They build and operate large GPU-powered compute environments, essentially providing the “heavy lifting” needed for training and running advanced AI systems — much like a specialized cloud provider for AI workloads.
They’re not a software-only AI company, nor an exchange or token project — instead, they’re part of the physical and platform layer of AI computing.
If you want, I can break down how Nebius compares to competitors (like CoreWeave, AWS, Google Cloud) or explain what their major corporate deals mean for AI infrastructure markets.
[1]: https://en.wikipedia.org/wiki/Nebius_Group?utm_source=chatgpt.com "Nebius Group"
[2]: https://nebius.com/?utm_source=chatgpt.com "Nebius. The ultimate cloud for AI explorers"
[3]: https://www.reuters.com/business/nebius-signs-174-billion-ai-infrastructure-deal-with-microsoft-shares-jump-2025-09-08/?utm_source=chatgpt.com "Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump"
[4]: https://finance.yahoo.com/news/3-billion-reason-buy-nebius-210844058.html?utm_source=chatgpt.com "A $3 Billion Reason to Buy Nebius Stock Now"
[5]: https://www.nasdaq.com/articles/should-you-buy-dip-nebius-group?utm_source=chatgpt.com "Should You Buy the Dip on Nebius Group? - Nasdaq"
[6]: https://seekingalpha.com/article/4849335-nebius-stock-the-market-is-missing-a-huge-2026-arr-growth-surge?utm_source=chatgpt.com "Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge (NASDAQ:NBIS)"