Nebius Group NV (NBIS) 銘柄情報

Bloomberg: AI Cloud Firm CoreWeave Eyes Filing $4 Billion IPO Within a Week

- Nvidia-backed firm seeks over $35 billion valuation in IPO

AVride (subsidiary of NBIS) partners with Rakuten in Japan:

https://x.com/Avrideai/status/1894545857346674770

Nebius Group N.V. Announces Fourth Quarter and Full-Year 2024 Financial Results
https://ih.advfn.com/stock-market/NASDAQ/nebius-group-nv-NBIS/stock-news/95479460/nebius-group-n-v-announces-fourth-quarter-and-ful

NBIS $44.23 ...  
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AI is going to be heck blazing hot sector. NBIS and $SMCI is the only place to be. Both stand to make new heights, one has strengths because of cash hoard at hand, the other has massive revenues.

https://finance.yahoo.com/news/1-sector-that-stands-to-gain-under-the-trump-administration--and-2-that-could-lose-003742652.html

$NBIS announced the signing of a contract for the construction of the next phase of its data center in Mäntsälä, Finland, increasing the size by 20,000 m².

https://x.com/mvcinvesting/status/1891510567304597514

Nebius $NBIS Signs Data Center Expansion Contract with Tekova Corporation for Approximately €17.2 Million

Nebius $NBIS and Tekova Corporation have signed an agreement to build the next phase of a data center in Mäntsälä, Finland. The entire project will cover 20,000 square meters, with construction already underway and scheduled for completion in 2026. This will be Tekova's largest construction contract to date, and is attracting attention as a major expansion driven by global demand for AI technologies. Nebius $NBIS plans to use the facility to strengthen its global AI infrastructure.

The data center is known for its high energy-saving performance, with a PUE (Power Usage Effectiveness) of 1.13. The wide range of operating temperatures that the servers can tolerate, and the design that allows them to maintain 100% load between 18 ? and 40 ? , significantly reduces cooling costs. Nebius $NBIS aims to respond to the rapidly increasing number of AI-related workloads by adding GPU clusters in various locations around the world, including the Mäntsälä base, Paris, and Kansas City.

The efforts of Tekova and Nebius $NBIS clearly demonstrate the trend unique to the AI ??era, which is elevating data centers from "cost centers" to "new revenue sources." In particular, training and inference processing for large-scale AI models requires huge computing resources, and power and cooling efficiency are directly linked to a company's competitiveness. The reason why Mäntsälä's data center can achieve one of the world's best PUEs is due to the wide temperature operating range of the entire system and advanced heat recovery technology. This has significantly reduced the huge cooling costs that many facilities cannot avoid, achieving both reduced operational costs and sustainability.

Possessing such a highly efficient infrastructure will provide a solid foundation for Nebius $NBIS to expand its ARR (annual recurring revenue) in the medium to long term. The revenue potential, expected to reach $1 billion when fully operational, clearly demonstrates the added value that an infrastructure that can meet the explosive needs of the AI ??industry can bring. In addition, given that Google $GOOGL and Microsoft $MSFT have begun building similar energy-efficient facilities around the world, the highly efficient data center market is likely to continue to evolve in the future.

From Tekova's perspective, this is a great opportunity to demonstrate its track record of collaboration with international players, and as a construction contractor, gaining experience in a large-scale data center project will lead to new business development. As demand for AI and cloud computing expands worldwide, completing a project that requires high technical standards is likely to provide a foothold for winning larger orders.

📍 Future Outlook

Nebius' $NBIS AI infrastructure expansion strategy could be a prime example of combining cutting-edge energy-efficient technology with economies of scale. The Mäntsälä expansion, which is being promoted in cooperation with Tekova, is likely to become a core part of the future European AI ecosystem as a world-class AI data center that takes advantage of its geographical advantage and energy-efficient design. To what extent can the evolution of the data center industry balance profitability and innovation in order to weather the rough seas of growing global demand for AI? -- This will be an important test to watch.

$NBIS is up about 17% on the close of the Frankfurt Stock Exchange. That would translate to around $52.50 on the NASDAQ.

Yes, so is $SMCI, they are going to run hand in hand with each other, both will be sympathy plays for each other, even more so when $SMCI files.

Booming in Frankfurt.

Without any secondary offering easy 200 dollars, they have hoard of cash on hand.

Where do you see this in one year?

Fantastic move today.

NVDA files SEC Form 13F which shows that they own around 1.2 MILLION shares (worth around $33 MILLION) of $NBIS

https://www.sec.gov/Archives/edgar/data/1045810/000104581025000013/xslForm13F_X02/information_table.xml

Big pump in pre market. 

Sweet EOD action. 

The AI-native Nebius GPU cloud is designed to manage the full ML lifecycle – from data processing and training through to fine-tuning and inference – all in one place.

What does quantum have to do with NBiS?

I'm in. Have a total of 14 quantum tickets on my buy/watch list now.

Added more. 

I love this stock. 

Lets go to $50.

NBIS will crush the 40 this morning, some cash hoard this one has.

In with an entry, this is considered cheap again.

Nice day fors an entry.

Breakout on huge volume 🚀

Nebius AI Studio Introduces One of the Most Cost-Effective Suite for Text-to-image Generation With Leading Open-Source AI Models

- With the latest addition of Flux Schnell, Flux Dev, and SDXL models, Nebius AI Studio becomes one of the most competitive providers of text-to-image AI models in the market

- Nebius AI Studio’s standard capacity of 100M+ tokens per minute for text models enables app builders to scale high volumes of data while maintaining consistent performance.

January 22, 2025

AMSTERDAM--(BUSINESS WIRE)--Nebius, the ultimate cloud for AI explorers, today announced the general availability of a number of leading open-source text-to-image AI models through its Inference-as-a-Service platform, Nebius AI Studio.

Nebius AI Studio offers a comprehensive suite of AI models to address rapidly increasing demand for high-quality, scalable AI image generation with flexible per-unit pricing. With the newly added models – Flux Schnell and Flux Dev by Black Forest Labs and SDXL – users will have access to high-volume, premium-quality output with usage-based pricing.

“By introducing text-to-image generation, we’re enabling the next generation of app builders to turn ideas into visuals and create at scale without limits,” said Roman Chernin, Co-founder and Chief Business Officer at Nebius.

“We are excited to make image generation models accessible to AI creators everywhere, contributing to a new wave of creativity and playing a key role in the AI revolution that is transforming businesses and boosting creative industries. In the future, we plan to expand further by adding video models, increasing possibilities for dynamic content creation across industries.”

Nebius AI Studio's latest release of its 'text-to-image' service is designed for creative professionals and businesses alike. This tool leverages AI technology to transform text prompts into stunning, high-quality images, boosting the content creation process. Existing users will be able to discover the vast possibilities this service offers, from generating product visuals and marketing materials to creating engaging media content. With its user-friendly interface and lightning-fast rendering capabilities, Nebius AI Studio's text-to-image offering empowers existing users to bring their ideas to life with ease and speed, increasing levels of productivity.

Recognized by Artificial Analysis for its cost efficiency, Nebius AI Studio is built on top of a robust, full-stack AI infrastructure that integrates cloud technology and API capabilities. As the only AI cloud service provider with proprietary infrastructure, Nebius AI Studio eliminates unnecessary costs and offers a flexible pricing model to its customers, helping businesses maintain healthy unit economics as they scale.

Nebius AI Studio’s standard capacity of 100M+ tokens per minute for text models enables app builders to scale high volumes of data while maintaining consistent performance. The platform’s API, with unlimited throughput delivery, ensures fast and efficient processing of data without significant delays that often hinder production deployment.

Nebius AI Studio offers a versatile solution for any AI builder aiming to leverage content creation. Users can access the new models via a single API in Nebius AI Studio Playground, a user-friendly interface for model comparison and advanced customization options. The platform’s key features ensure seamless enterprise-scale image generation for diverse applications, from large-scale marketing campaigns and e-commerce product visualization to gaming, education, and advertising.

Nebius AI Studio is committed to ensuring compliance with current legislation, including the recent EU AI Act. The company prioritizes data security and privacy and provides customers with a Privacy Policy and Data Processing Agreement to ensure full transparency and legal compliance.

https://www.businesswire.com/news/home/20250122302443/en/

Finally over 40 officially. Beautiful trading.

Yes, it hit an all-time high of $40.20 and it is looking very strong.

NBIS is looking fantastic, breached 40 this morning, we should easily cut through the 40's this week.

Very odd, the way NBIS and SMC*I trading, however I do understand SMC*I leaving some traders, trading in and out and weary of the time line of the audit report. We have had massive up days with the general market especially today and both were down. This one doesn't get too much coverage with the Russian ties, SMC*I doesn't get the love because of Hindenburg and the constant negative reports that come out. For the love of me, these two trade like twin brothers and sisters. Down 5% on a big day and SMC*I down a tad below 1%, which tells me, SMC*I has been beaten down heavily.

>

I have found 2 analysts covering:

- Yesterday, BWS Financial initiated coverage on with a BUY rating and a $51.00 price target

- Previously, LSEG (London Stock Exchange Group) started coverage at OUTPERFORM.

This company is starting to move now, all this since the recent IPO, and not a single analyst reporting on it yet.

Investment analysts at BWS Financial initiated coverage on shares of Nebius Group in a note issued to investors on Monday, Marketbeat.com reports. The firm set a "buy" rating and a $51.00 price target on the stock. BWS Financial's target price would indicate a potential upside of 48.86% from the company's previous close.

https://www.marketbeat.com/instant-alerts/nebius-group-nasdaqnbis-coverage-initiated-by-analysts-at-bws-financial-2025-01-13/

$NBIS is a BEAST....

🚀

This is just too beautiful. Next week 40 dollars will be breached. This ticker is trading is too beautifully.

NBIS will moon soon.

Here is a new video on $NBIS. There isn't really anything new, but it gives a good overview of the company.

There is a new article on $NBIS on the Bloomberg website, but it is behind a paywall.

https://www.bloomberg.com/news/features/2025-01-10/russian-tech-billionaire-arkady-volozh-leaves-yandex-for-ai-upstart-nebius

LSEG (London Stock Exchange Group) has $NBIS at OUTPERFORM.

Great run today compared to SMC*I on bloody red day. Still have 40 target by end of the months easy and cut through it like a butter.

Awesome move today. Wow.

Awesome move today despite the market being red. Just last week the market was bleeding heavily and this went up 10%, looks like they are accumulating shares on red days, then boom.

Crossroads Capital: Research Report

Conclusion

Nebius represents a compelling investment opportunity at a critical juncture in the AI infrastructure market, with multiple call options on what could be a leading full-stack AI platform. Still seen as a newcomer, the company has extensive experience in AI cloud services. With a highly capable management team led by founder Arkady Volozh and a proven ability to execute complex strategic pivots, Nebius is well-equipped to scale rapidly while navigating the complexities of a fast-evolving market. Despite its origins in Yandex and the lingering perception of its Russian ties, Nebius has successfully redefined itself as a Western-focused, growth-oriented enterprise, operating independently with a significant cash balance and no debt. This financial flexibility, coupled with a strategic partnership with Nvidia, positions the company to overcome execution and financing challenges, scale its GPU capacity, and achieve significant ARR growth beyond 2025. Catalysts over the next 12 months – including equity/debt financing for GPU capacity expansion, potential anchor customers, strategic asset sales, and an IPO of its closest peer CoreWeave – are likely to drive a meaningful re-rating of the stock. As of December 5, 2024, Nebius is trading at ~$31/share. With a blended valuation of $100/share, we believe there is conservatively ~95% upside. Should the company scale similarly to CoreWeave we believe a Bull Case of $179.50/share, or ~475% upside is possible. Additionally, the potential increase in per-share value from the company's plans for Avride ranges from $9/share to potentially exceeding Nebius's current share price.

https://www.crossroadscap.io/documents/from-russia-with-cash-nebius-group

Accel: Our Investment in Nebius

The AI wave is reshaping industries and driving innovation in all aspects of life—from strengthening mission-critical processes to generating random images for fun. The common thread behind all this is our dependence on reliable, scalable infrastructure to power AI workloads. Training and inference require immense computational resources, and AI platforms built on top of a GPU cloud have become a foundational pillar to fuel this era of rapid innovation.

Today, we’re excited to announce our investment in Nebius, a full-stack AI-native platform built for intensive AI & ML workloads. While Nebius may be a new name to some, there is nothing green about this team. For years, they honed their craft, building one of the top infrastructures at scale and gaining a reputation as some of the best hardware and software engineers globally. With this background, Nebius is notable for its ability to deliver a vertically integrated solution that is owned, operated, and endlessly optimized from the data center to the cloud platform.

We’ve been fortunate to have known the Nebius team since its early days. Our founder, Jim Swartz, introduced us to Nebius founder Arkady Volozh as he put together the business plan. While Arkady’s track record speaks for itself—founding and scaling Yandex to over $30bn in market cap—what immediately stood out to us was his drive to go again and his quiet confidence that this time will be bigger. For over a year, we have followed the admittedly unique story of Nebius, a global team of some 400 engineers with significant resources to allocate to growth and deep industry relationships but with the mentality and hunger of a startup. After numerous meetings in SF, London, Amsterdam, and even a trip to the snowy town of Mäntsälä, Finland, to visit their first data center, we found ourselves sharing in that same quiet confidence over what they could achieve.

We believe that software will increasingly become a key purchase criterion, and the demands will expand. Further, as the market broadens to the enterprise, we expect that a full-stack solution will become necessary. Whether delivering bare metal at scale or the full AI platform, Nebius is well-positioned to serve all ends of the market. Finally, as data sovereignty is increasingly a priority for nations, Nebius’ strong foothold in Europe and the US aligns with the need for trusted, localized solutions.

AI infrastructure is just the tip of the iceberg. Beyond the core Nebius AI-native cloud business, Nebius Group is home to exceptional talent driving innovation across adjacent domains. These teams have helped develop leading technology that has formed independent companies, such as Avride (delivery robots and robotaxis), Clickhouse (open-source column-based DBMS), Toloka (data for genAI), and TripleTen (edtech).

We are excited to partner with Arkady, this group of talented, humble engineers and operators, and our friends at Nvidia. In a world where every company will leverage AI, Nebius is positioned to become an important utility of the AI age.

https://www.youtube.com/live/K4qQtPpSn-k

Impressive start this morning, but gave back all of the gains. Hopefully we can close in on 35 by end of the week, either way this is a hold for me and buy the dips until earnings then decide. I am still in love with my SMC*I, both of these are deep value propositions.

Motley Fool: 1 Nvidia-Backed Artificial Intelligence (AI) Stock to Buy Hand Over Fist in 2025 (Hint: It's Not SoundHound AI)
Jan 6, 2025

Key Points

- Nebius is an artificial-intelligence infrastructure company based in Amsterdam.
- It was divested from Russian internet firm Yandex and recently listed on the Nasdaq.
- While Nebius is fairly small, it could see notable growth fueled by Nvidia's Blackwell GPU launch.

Nvidia just invested in an Amsterdam-based AI infrastructure company.

Generally speaking, when businesses generate excess profits, they may choose to invest in areas such as research and development (R&D), bolster marketing budgets, or increase hiring efforts in certain departments. However, from time to time, a company may invest in other businesses and acquire a small equity stake.

In 2024, a 13F filing revealed that semiconductor giant Nvidia has ownership positions in six publicly traded companies -- Applied Digital, Arm Holdings, Nano-X Imaging, Recursion Pharmaceuticals, Serve Robotics, and SoundHound AI.

Within this portfolio, none has gained more attention than SoundHound. Over the last 12 months, shares of the voice-recognition artificial intelligence (AI) company have soared by 950%. Without a doubt, SoundHound AI is a tempting opportunity for AI investors.

Nevertheless, I'd caution against buying a stock with this magnitude of momentum and instead recommend seeking out alternative ideas. Recently, a company called Nebius Group (NBIS) came to my attention. The main reason I discovered the company? Because Nvidia has an investment in the business.

Below, I'll explain how Nebius and Nvidia are working together and make the case for why this under-the-radar AI stock could be a lucrative opportunity in 2025 and beyond.

Nebius has an interesting history

I wouldn't be surprised if you've never heard of Nebius. However, you might be familiar with Yandex, a company Nebius was affiliated with previously.

Yandex is a Russian-based internet conglomerate, similar to what Alphabet's Google is for the U.S. and many Western nations. Following Russia's invasion of Ukraine in February 2022, the U.S. and European Union imposed a number of sanctions on Russia, many of which were aimed at limiting the country's ability to conduct business with other nations.

In response to these sanctions, Yandex completed a complicated transaction through which it effectively divested its non-Russian assets. As a result, Nebius (which is based in Amsterdam) became an independent entity and listed on the Nasdaq Stock Market back in October.

Following its listing, Nebius announced a private placement on Dec. 2. Per the transaction details, the company issued 33.3 million shares at a price of $21 each, essentially raising $700 million from the likes of Nvidia and venture capital (VC) firm Accel.

The company's growth is impressive, and the outlook is even better

Nebius' primary market is AI infrastructure, building graphics processing units (GPU) clusters and cloud-based platforms. However, the company also operates in other areas, including generative AI, autonomous driving, and technology-based education, through its subsidiaries Toloka, Avride, and TripleTen.

This past October, Nebius reported financials for the third quarter. Revenue increased by 766% year over year to $43.3 million -- with the AI infrastructure business comprising approximately two-thirds of total sales.

Of note, Nebius' cloud business rose almost threefold quarter over quarter and is now operating at an annualized run rate of $120 million. While these numbers may appear a tad small, it's the company's forward guidance that excites me most.

Following the news of its capital raise featuring Nvidia, Nebius' management is projecting the company's annual recurring revenue (ARR) run rate to reach up to $1 billion by the end of 2025.

While this represents a nearly tenfold increase from current levels, keep in mind that liquidity is not an issue for Nebius -- which boasted $2.3 billion of cash and equivalents on the balance sheet as of Sept. 30.

Furthermore, with more than $1 trillion projected to be spent on AI infrastructure in the near term and Nebius' importance in Nvidia's ongoing Blackwell GPU roll-out, I think the company is subtly positioned to have a monster year.

Is Nebius stock a buy in 2025?

Given its limited trading history, investors may understandably have some trepidation scooping up shares in a relatively unknown AI stock. But right now, Nebius' share price of $31 is pretty close to the middle of its high and low points since listing on the Nasdaq a few months ago.

The company has taken proper measures to ensure adequate financial horsepower to meet its near-term goals -- including a $1 billion data center expansion across Paris and Finland, fueled by ongoing demand for Nvidia GPU clusters.

To me, the real lucrative opportunity with Nebius revolves around whether the company can parlay its work with Nvidia by forming partnerships with other large chip players, such as Advanced Micro Devices, and working more closely with cloud hyperscalers, such as Oracle, Microsoft, Amazon, and Alphabet.

I think Nebius' current roadmap is compelling enough for AI investors to consider a position in their portfolio. The company's international presence provides an extra layer of diversification, and its ties to Nvidia certainly don't hurt.

At the end of the day, I think Nebius is one to watch throughout 2025 and could make a great opportunity for patient investors.

https://www.fool.com/investing/2025/01/06/1-nvidia-backed-ai-stock-to-buy-hand-over-fist/

YouTube video: The Nebius Story

A lot more to come, we will cut through 40 by the end of this month hands down.

https://threadreaderapp.com/thread/1875660845633696061.html#google_vignette