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Nebius Group Stock Price, News & Analysis

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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.

News
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Nebius (NASDAQ: NBIS), a leading AI infrastructure company, has announced a dual offering of convertible notes and Class A shares to fund its accelerated growth strategy. The company plans to use the proceeds to expand its data center footprint, acquire computing hardware, and secure strategic land plots.

Following its recent long-term contract with Microsoft, Nebius aims to optimize its capital structure through a combination of contract-backed debt financing and diversified funding sources. The company's convertible notes strategy focuses on minimizing shareholder dilution through high conversion premiums while maintaining balance sheet flexibility.

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Nebius Group (NASDAQ: NBIS), a leading AI infrastructure company, has announced a significant public offering consisting of two components. The company plans to offer $1 billion in Class A ordinary shares with an additional 30-day option for underwriters to purchase up to $150 million more shares.

Concurrently, Nebius is offering $2 billion in convertible senior notes to qualified institutional buyers, split between notes due 2030 and 2032, with a 13-day option for initial purchasers to acquire an additional $300 million in total. The proceeds will fund business growth, including compute power acquisition, strategic land plots, and data center expansion.

Goldman Sachs leads the offering as the primary book-running manager, with Morgan Stanley, BofA Securities, and Citigroup serving as additional book-running managers.

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Nebius (NASDAQ: NBIS) has secured a multi-year agreement to provide AI infrastructure to Microsoft from its new data center in Vineland, New Jersey. The dedicated capacity delivery will commence in late 2025.

CEO Arkady Volozh highlighted this as the first of expected long-term contracts with major tech companies and AI labs. The company plans to finance the capital expenditure through a combination of deal-generated cash flow and secured debt. Nebius is also exploring additional financing options to support accelerated growth beyond initial plans.

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Nebius (NASDAQ: NBIS), a leading AI infrastructure company, reported exceptional Q2 2025 financial results with revenue of $105.1 million, representing a dramatic 625% year-over-year and 106% quarter-over-quarter growth. The company has increased its annualized run-rate revenue (ARR) guidance for 2025 to $900 million - $1.1 billion.

Key highlights include the core business achieving positive Adjusted EBITDA ahead of plan and plans to secure more than 1 GW of power capacity by end of 2026. While showing strong revenue growth, the company reported operating expenses of $216.3 million (206% of revenue) and significant investments in infrastructure with $510.6 million in property and equipment purchases during Q2.

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Nebius Group (NASDAQ: NBIS), a leading AI infrastructure company, has released its 2024 Sustainability Report showcasing how sustainability drives competitive advantages. The report highlights approximately 20% lower total cost of ownership (TCO) through infrastructure efficiencies and significant environmental achievements.

Key metrics include 94% low-carbon electricity sourcing, market-leading emissions intensity of 0.04 tCO₂-eq per 1 MWh, and 10 GWh energy savings through custom-designed servers. The company's flagship data center in Mäntsälä, Finland, demonstrates exceptional efficiency with innovative heat recovery covering 65% of local municipality heating needs. The report, aligned with European Sustainability Reporting Standards (ESRS), emphasizes Nebius's commitment to transparent sustainability reporting and long-term value creation in AI infrastructure.

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Nebius (NASDAQ: NBIS) has announced the winners of its first AI Discovery Awards, providing over $850,000 in GPU cloud and inferencing credits to innovative healthcare and life sciences companies. The competition selected four main winners from 257 global applications, each receiving $100,000 in GPU credits. Winners include Ataraxis AI (cancer treatment prediction with 30% higher accuracy), Aikium (targeting undruggable proteins), Transcripta Bio (transcriptomic atlas with billion gene responses), and MetaSight Diagnostics (population-scale disease diagnostics). Second and third-place winners received $50,000 and $30,000 respectively, while seven honorable mentions in each category got $5,000 in credits. The awards were judged by 19 experts from leading organizations including AstraZeneca BioPharma, NVIDIA, Monte Rosa Therapeutics, and Utrecht University.
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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.
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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.
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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.
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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.
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FAQ

What is the current stock price of Nebius Group (NBIS)?

The current stock price of Nebius Group (NBIS) is $112.54 as of April 6, 2026.

What is the market cap of Nebius Group (NBIS)?

The market cap of Nebius Group (NBIS) is approximately 27.5B.

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27.53B
211.18M
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