Browsing Tag
NBIS
4 posts
Nebius Group company profile: How the former Yandex parent became an NVIDIA-backed AI cloud contender
Nebius Group has rapidly transformed the international assets retained after the breakup of Yandex into a full-stack artificial intelligence cloud platform. Contracts with Microsoft Corporation and Meta Platforms, Inc., a $2 billion investment from NVIDIA Corporation and sharply accelerating revenue have strengthened its position, but capital intensity, customer concentration and a premium valuation leave little room for execution errors.
July 26, 2026
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
June 21, 2026
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
June 19, 2026
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.
May 5, 2026