Nebius Group Stock Price, News & Analysis

Nebius (NASDAQ: NBIS) has announced the first general availability of NVIDIA GB200 Grace Blackwell Superchip capacity in Europe, marking a significant expansion of AI infrastructure. The company is integrating NVIDIA's accelerated computing and enterprise-grade software into its Nebius AI Cloud platform, including the NVIDIA AI Enterprise software stack. As an early adopter, Nebius collaborated with LMArena to implement their Prompt-to-Leaderboard system using GB200 NVL72 infrastructure. The company will also offer RTX PRO 6000 Blackwell Server Edition instances later this year. As the first European-headquartered Reference Platform NVIDIA Cloud Partner, Nebius aligns with EU regulatory standards and supports strategic AI initiatives like Milestone Systems' Project Hafnia, focusing on compliant AI solutions for smart cities.

Nebius (NASDAQ: NBIS) and Saturn Cloud have partnered to launch an enterprise-grade AI/ML infrastructure solution powered by NVIDIA Hopper GPUs. The collaboration integrates Nebius's AI cloud infrastructure with Saturn Cloud's MLOps platform, offering instant access to Jupyter notebooks, job management, and cloud resources at lower costs than traditional providers. The solution supports NVIDIA AI Enterprise software stack and provides enterprise features including SLAs, SSO, and IT security integrations. Users can either deploy Saturn Cloud in a Nebius virtual private cloud environment or join Saturn Cloud's hosted tiers used by 100,000+ users. The platform includes support for NVIDIA tools like NIM microservices, NeMo, and RAPIDS, making enterprise-grade AI capabilities accessible to organizations of all sizes without significant financial or engineering investment.

WEKA and Nebius (NASDAQ: NBIS) have announced a strategic partnership to deliver a GPU-as-a-Service solution that combines WEKA's data storage software with Nebius' AI cloud platform. The collaboration aims to provide scalable compute and storage resources with ultra-high performance for AI model training and inference. Nebius AI Cloud has integrated WEKA's storage solution to enhance its premium tier offering, enabling scaling from petabytes to exabytes of data. A major research institution has already implemented this solution, deploying 2PB of WEKA storage alongside Nebius' compute infrastructure. The partnership addresses common challenges in AI infrastructure, including compute, memory, storage, and data management, while offering features such as user quotas and directory management. According to Nebius CTO Danila Shtan, WEKA's solution delivers exceptional throughput, IOPS, and low latency at scale.

Nebius Group (NASDAQ: NBIS) has secured $1 billion in private placement of senior unsecured convertible notes, split into two tranches: $500M of 2.00% notes due 2029 and $500M of 3.00% notes due 2031. The notes have an initial conversion rate of 19.4363 Class A shares per $1,000, equivalent to $51.45 per share, representing a 40% premium over the current share price of $36.75. The funds will support the company's AI infrastructure expansion, including compute power acquisition and data center growth. The notes feature an Accreted Principal Amount reaching 120% for 2029 notes and 125% for 2031 notes at maturity. CEO Arkady Volozh emphasized this funding follows their $700M equity financing in December 2024 and will accelerate their path toward mid-single-digit billions in revenue as a high-margin business.

Nebius Group (NASDAQ: NBIS) has announced its participation in ClickHouse's Series C funding round. CEO Arkady Volozh expressed confidence in ClickHouse's growth potential and outlined Nebius's strategy to leverage non-core assets to fund its AI infrastructure business expansion. The company expects these non-core assets to generate billions in investment capital while continuing their own growth trajectory. With a strong cash position and access to global capital markets, Nebius aims to support its core business hypergrowth and meet increasing market demand. The company has set ambitious goals to achieve multi-billion dollar revenue in the medium term while maintaining robust profit margins.

Nebius (NASDAQ: NBIS) has appointed Marc Boroditsky as its new Chief Revenue Officer. Boroditsky brings impressive credentials, having previously grown Twilio's customer base six-fold and revenue ten-fold to $4 billion over five years. His experience includes founding several companies and holding senior positions at Oracle and Cloudflare.

CEO Arkady Volozh expressed confidence in Boroditsky's ability to help scale Nebius to multi-billion dollar revenue through expanded sales across geographies, sectors, and enterprise customers. Boroditsky highlighted Nebius's potential to lead the AI infrastructure market, citing its technology, team, and access to growth capital.

Nebius Group (NASDAQ: NBIS) reported its Q1 2025 financial results, showing significant revenue growth but continued losses. Revenue increased 385% year-over-year to $55.3 million, primarily driven by their core AI infrastructure business. However, the company posted an Adjusted EBITDA loss of $62.6 million and a net loss from continuing operations of $113.6 million. Operating expenses nearly doubled to $184.8 million, with significant increases in all cost categories. The company's cash burn accelerated, with operating activities using $197.8 million and capital expenditures reaching $544.0 million. Post-quarter, Nebius announced a strategic investment in its Toloka AI data solutions business from Bezos Expeditions, with participation from Shopify's CTO.

Nebius (NASDAQ: NBIS) has announced a strategic investment in its AI data solutions business, Toloka, led by Bezos Expeditions (Jeff Bezos' investment arm) with participation from Mikhail Parakhin, CTO of Shopify. Parakhin will become Executive Chairman of Toloka's new Board of Directors, while founder Olga Megorskaya continues as CEO. While Nebius will maintain a significant majority economic stake, it will relinquish majority voting control to give Toloka more independence. Toloka specializes in AI development lifecycle, including agent safety evaluation and red teaming, serving major clients like Amazon, Anthropic, Microsoft, and Shopify. The investment aims to accelerate Toloka's growth in the AI data solutions market. Following this transaction, Nebius will no longer consolidate Toloka's results in its financial statements.

DDN and Nebius have joined forces to revolutionize enterprise AI infrastructure through a strategic partnership. The collaboration integrates DDN's Infinia and EXAScaler solutions into Nebius' AI cloud platform, creating a high-performance ecosystem for AI workloads.

The partnership delivers key benefits including:

• AI-optimized performance with guaranteed reliability and speed
• Seamless scaling across cloud and on-premises environments
• Ultra-fast data processing for large-scale AI models
• Cost-effective enterprise-ready AI infrastructure

DDN's dual-stack solution combines Infinia for data orchestration and EXAScaler for parallel file system performance, enabling enterprises to deploy and scale AI workloads more efficiently. The collaboration aims to break down traditional AI adoption barriers while providing a next-generation cloud platform that transforms how AI is built and scaled globally.