Nebius Group Stock Price, News & Analysis

Nebius (NASDAQ:NBIS) announces its role as an early adopter cloud provider of the NVIDIA Blackwell Ultra platform, offering NVIDIA GB300 NVL72-powered instances by the end of 2025. The instances will be accelerated by 72 NVIDIA Blackwell Ultra GPUs.

The company plans to make NVIDIA Blackwell GPU capacity generally available at its U.S. data centers starting in Q2 2025. Nebius's New Jersey data center will be dedicated exclusively to NVIDIA Blackwell-architecture GPUs, while its Kansas City facility will deploy NVIDIA HGX B200.

Additionally, Nebius has been named as an ecosystem partner for the NVIDIA Dynamo Inference Engine, an open-source framework for deploying generative AI that increases DeepSeek-R1 throughput by 30x on NVIDIA Blackwell. Pre-orders for NVIDIA GB200 NVL72 and NVIDIA HGX B200 instances are currently available on Nebius's website.

Stevens Institute of Technology and Nebius Academy have launched the Laboratory for AI in Mathematics Education on March 12 in Hoboken, N.J. The lab aims to explore innovative applications of AI and large language models (LLMs) in mathematics research and education.

The collaboration focuses on improving student performance, applying AI to solve open math problems, discovering new hypotheses, and testing LLM technologies in math education. The lab is currently developing a specialized course to introduce Stevens math researchers to AI technologies, focusing on practical projects in graph theory and group theory.

The initiative includes the utilization of Gradarius's calculus education platform and recently released the U-MATH benchmark for evaluating AI capabilities in mathematics. The lab's work encompasses developing intelligent tutoring technologies and preparing future mathematicians to incorporate AI and machine learning into their research processes.

Nebius Group (NASDAQ: NBIS) announced a significant expansion of its US cloud computing capacity with plans to construct a new data center in New Jersey with up to 300 MW capacity. The build-to-suit facility's first phase is expected to complete by summer 2025, supporting their target of 100 MW installed capacity by end-2025.

The company also revealed capacity additions at other locations:

• Additional deployment phase in Kansas City, expected online by Q2 2025
• New colocation deployment in Keflavik, Iceland, powered by geothermal energy, to be operational by Q1 2025
• Tripled capacity at their Finland data center

These expansions will boost Nebius's total secured expansion capacity to over 400 MW, strengthening their position as a global AI infrastructure provider in both US and European markets.

Nebius Group (NASDAQ: NBIS) reported Q4 2024 revenue of $37.9M, up 466% YoY, with full-year revenue reaching $117.5M, a 462% increase YoY. The core AI infrastructure business grew 602% YoY. Q4 adjusted EBITDA loss was $75.5M, with net loss from continuing operations at $136.6M.

The company successfully raised $700M in December through an over-subscribed funding round, with investors including Nvidia, Accel, and Orbis. Cash and cash equivalents stood at $2,449.6M as of December 31, 2024. Capital expenditures totaled $417.6M in Q4 and $808.1M for the full year.

Based on existing contracts, March ARR is projected to be at least $220M, with management confirming projected December 2025 ARR of $750M to $1B is achievable. The company expanded its AI infrastructure with new GPU clusters in Kansas City and Paris, and plans to deploy over 22,000 NVIDIA Blackwell GPUs in the U.S. and Finland in 2025.

Nebius has announced the general availability of leading open-source text-to-image AI models through its Inference-as-a-Service platform, Nebius AI Studio. The platform now includes Flux Schnell, Flux Dev, and SDXL models, offering high-volume, premium-quality output with usage-based pricing.

The platform features a standard capacity of 100M+ tokens per minute for text models and provides unlimited throughput delivery through its API. Recognized by Artificial Analysis for cost efficiency, Nebius AI Studio is built on proprietary infrastructure, eliminating unnecessary costs while maintaining performance at scale.

The service targets creative professionals and businesses, enabling text-to-image generation for various applications including product visuals, marketing materials, and media content. The platform ensures compliance with current legislation, including the EU AI Act, and prioritizes data security and privacy.

Nebius Group (NASDAQ:NBIS) has secured a USD 700 million private placement financing from institutional investors, including Accel, NVIDIA, and Orbis Investments. The company will issue 33,333,334 Class A shares at USD 21.00 per share, representing a 3% premium to the volume-weighted average price. The funding will accelerate the deployment of Nebius' full-stack AI infrastructure, including GPU clusters and cloud platforms.

The company now expects to achieve an annualized run-rate revenue of USD 750 million to USD 1.0 billion by year-end 2025. The Board has cancelled plans for a potential share repurchase program, choosing to invest capital in core AI infrastructure development instead.

Nebius AI Studio has been recognized as one of the most competitive Inference-as-a-Service platforms by Artificial Analysis. The platform offers access to leading open-source models including Llama 3.1 and Mistral families, with per-token pricing for affordable application development.

Key features include pricing up to 50% lower than major competitors, batch processing of up to 5 million requests per file, support for file sizes up to 10 GB, and throughput capacity of 10 million tokens per minute. The platform's Llama-3.1-405B model offers GPT-4 comparable performance at lower cost, with endpoints hosted in Finland and Paris, and upcoming expansion to the U.S.

Nebius (NASDAQ:NBIS) announced its expansion in the US with its first GPU cluster in Kansas City, scheduled to launch in Q1 2025. The facility will initially house thousands of NVIDIA H200 Tensor Core GPUs, with potential expansion from 5 MW to 40 MW, accommodating up to 35,000 GPUs. The company has opened customer hubs in San Francisco and Dallas, with a New York office planned by year-end. The AI-native cloud provider is also in discussions for a second, larger US GPU cluster for 2025. Nebius recently announced over $1 billion investment in AI infrastructure through mid-2025, aiming to deploy tens of thousands of NVIDIA GPUs globally.