Welcome to our dedicated page for Nebius Group news (Ticker: NBIS), a resource for investors and traders seeking the latest updates and insights on Nebius Group stock.
Nebius Group N.V. (NASDAQ: NBIS) regularly issues news and updates that focus on its role as a technology company building full-stack cloud infrastructure for the global AI industry. Company announcements highlight developments in its AI-native cloud platform, Nebius AI Cloud, and related offerings such as Nebius Token Factory, as well as group-level activities involving its additional businesses Avride and TripleTen.
News coverage for NBIS often centers on platform releases and technical milestones. Examples include the launch of Nebius AI Cloud 3.0 “Aether,” which emphasizes enterprise-grade security, compliance certifications such as SOC 2 Type II including HIPAA and ISO 27001, and enhanced governance and observability features, and Nebius AI Cloud 3.1, which introduces next-generation NVIDIA Blackwell Ultra compute, Capacity Blocks, and real-time capacity dashboards. These updates describe how Nebius expands its infrastructure capabilities for intensive AI workloads.
Another recurring theme in Nebius news is product and platform innovation around AI inference. The introduction of Nebius Token Factory is described as enabling production inference at scale using open-source and custom models on Nebius’s dedicated AI infrastructure. Company communications explain that Token Factory brings together high-performance inference, post-training, fine-tuning, and governance features in a single platform, and they include examples of how organizations use it for applications such as chatbots, coding copilots, search, and document intelligence.
Investors and observers will also find commercial and partnership announcements in the NBIS news feed. Nebius has reported an agreement to deliver AI infrastructure to Meta Platforms, Inc. through dedicated GPU capacity clusters, and it has disclosed a partnership with TD SYNNEX to power an AI Infrastructure-as-a-Service offering in North America. Additional releases cover events such as the Nebius Robotics and Physical AI Awards and Summit, which support startups in physical AI and robotics with Nebius AI Cloud compute credits.
Group-level news includes updates on Avride, a subsidiary focused on autonomous driving technologies, such as Avride’s strategic investment and commitments backed by Uber and Nebius. Financial news items, including quarterly results and capital markets transactions like public offerings of Class A shares and convertible notes, are also part of the NBIS news stream. For ongoing insight into Nebius’s AI infrastructure strategy, platform evolution, and corporate developments, readers can follow the dedicated news page for NBIS.
Nebius (NASDAQ: NBIS) appointed Dan Lawrence as Senior Vice President and General Manager for the Americas on March 9, 2026 to lead rapid North American expansion and scale its commercial organization.
Lawrence, based near Boston, will expand go-to-market across strategic, enterprise, ISV and AI-native segments as Nebius builds gigawatt-scale AI capacity in the US following approval of its first US AI factory.
Nebius (Nasdaq: NBIS) secured Independence, Missouri City Council approval for a Chapter 100 industrial development incentive enabling construction of its largest US AI factory campus, with potential capacity up to 1.2 GW on ~400 acres.
The multi-building project is expected to create ~1,200 construction jobs and ~130 permanent high-tech positions, include closed-loop cooling and noise-reduction systems, connect to the municipal utility IPL, and deliver over $650 million in PILOT payments across a 20-year term while committing to community and workforce programs.
Nebius (NASDAQ: NBIS) reported unaudited Q4 and full-year 2025 results for the period ended December 31, 2025. FY 2025 revenue was $529.8M (479% YoY) and Q4 2025 revenue was $227.7M (547% YoY). Adjusted EBITDA improved to a $64.9M loss for FY 2025 from a $226.3M loss in 2024. Net income from continuing operations was $29.0M for FY 2025 vs a $352.0M loss in 2024. Operating cash flow from continuing operations turned positive to $401.9M for FY 2025. Total operating costs were $1,126.0M for FY 2025. Outstanding shares totaled 253.0M as of December 31, 2025. Management held an earnings webcast on February 12, 2026.
Nebius (NASDAQ: NBIS) agreed to acquire Tavily to add agentic search to its AI cloud platform, combining Tavily’s real-time web access with Nebius Token Factory’s high-performance inference. Tavily will keep its brand; its team will join Nebius. Tavily reports >3 million monthly SDK downloads and a developer community of >1 million. The deal is expected to close in the next few weeks; transaction value was not disclosed. The announcement cites agentic AI market growth from ~$7 billion in 2025 to $140–$200 billion by the early 2030s.
Nebius Group (NASDAQ: NBIS) will release fourth quarter and full year 2025 results on Thursday, February 12, 2026, before market open. The company will host a conference call and webcast the same day at 8:00 a.m. Eastern Time (5:00 a.m. Pacific / 2:00 p.m. CET).
Registration and replay access will be available via Nebius Group's Investor Relations website at https://nebius.com/investor-hub.
Nebius (NASDAQ: NBIS) will offer the NVIDIA Vera Rubin NVL72 through Nebius AI Cloud and Nebius Token Factory starting in H2 2026 in the US and Europe. Nebius plans to integrate Vera Rubin across its full-stack infrastructure and data centers, complementing existing NVIDIA GB200 NVL72 and Grace Blackwell Ultra NVL72 capacity.
The Rubin platform targets complex AI workloads — agentic AI, advanced reasoning, and large mixture-of-experts models — and Nebius says customers will get bare-metal, benchmark-validated performance and regional control for training, distillation, and inference workloads.
Nebius (NBIS) launched Nebius AI Cloud 3.1 on December 17, 2025, delivering next-generation NVIDIA Blackwell Ultra compute and enhanced operational controls for large-scale AI.
Key innovations include deployment of NVIDIA HGX B300 and GB300 NVL72 systems (Europe’s first GB300 NVL72 in production), production GB300 NVL72 on 800 Gbps NVIDIA Quantum-X800 InfiniBand (doubling distributed-workload throughput), Capacity Blocks and a real-time Capacity Dashboard for GPU visibility, project-level quotas, lifecycle object storage rules, expanded developer tooling, NVIDIA NIM microservices support, and enterprise-grade security controls including HIPAA audit logs and Microsoft Entra ID integration.
Nebius (NASDAQ: NBIS) hosted the Nebius Robotics & Physical AI Awards and Summit on December 9, 2025 at the Computer History Museum, awarding $1.5 million in Nebius AI Cloud compute and inference credits to 16 startups selected from over 250 applicants across 60+ countries. Awards were accelerated by NVIDIA AI Infrastructure and included category prizes of $150k/$100k/$50k in credits. Shanda Grab Ventures made a $100,000 SAFE investment in Buildroid AI. Nebius also presented Pioneer Awards to founders from Foxglove, DYNA Robotics, Physical Intelligence, and Agility Robotics.
Nebius (NASDAQ: NBIS) reported unaudited Q3 2025 results and announced a new $3 billion, 5-year AI infrastructure agreement with Meta. Q3 revenue rose to $146.1M (+355% vs. prior year quarter). Adjusted EBITDA loss narrowed to $5.2M from $(45.9M). Total operating costs were $276.3M; capital expenditures for the quarter were $955.5M. The company will launch an at-the-market equity program for up to 25 million Class A shares and plans a prospectus supplement filing on November 12, 2025. Management will host an earnings webcast today at 8:00 AM EDT.
Shares outstanding as of September 30, 2025: 251,807,222 total (218,158,548 Class A; 33,648,674 Class B), excluding 110,233,722 Class A treasury shares.
Nebius (NBIS) launched Nebius Token Factory on November 5, 2025, a production inference platform that runs open-source and custom models on Nebius AI Cloud 3.0 "Aether" with enterprise-grade security and governance.
Key capabilities include sub-second latency, autoscaling throughput, a 99.9% SLA, zero-retention inference in EU/US data centers, SOC 2 Type II, HIPAA, ISO 27001 and ISO 27799 certifications, and support for 60+ open-source models. Customers reported material efficiency gains: up to 26x cost reductions and handling up to 200 billion tokens/day. Integrated fine-tuning and distillation claim up to 70% lower inference cost and latency.