Nebius Group NV
NBISNASDAQ

Nebius Group NV

Technology · Netherlands

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$209.18 +139.08 (+198.40%)2025-08-272026-08-28
$300.05$250.18$200.31$150.44$100.57$50.702025-08-272026-08-28
Next earningsTue, 10 Nov 2026Earnings calendar →

About Nebius Group NV

Nebius Group N.V. is an Amsterdam-headquartered AI infrastructure company focused on providing cloud computing services built specifically for artificial intelligence workloads. Its platform combines high-performance GPU clusters, cloud software, storage, networking, and tools for AI model training, tuning, deployment, and inference, serving AI developers, enterprises, and technology companies that need large-scale compute capacity.

Nebius sits at the centre of the AI infrastructure buildout. Rather than operating as a general-purpose cloud provider, the company is focused on AI-native cloud capacity, helping customers access the specialised compute needed to build and run advanced AI systems. Its long-term opportunity is tied to rising demand for GPUs, AI data centres, model training, inference, and cloud-based machine learning infrastructure, making Nebius one of the more prominent specialist players in the next phase of AI computing.

Need deeper analysis on Nebius Group NV? ET&A Professional includes full company notes, valuations and models — or commission bespoke research.

Nvidia Q2 Earnings Show the AI Infrastructure Boom Is Still Accelerating
Technology & InfrastructureInsight

Nvidia Q2 Earnings Show the AI Infrastructure Boom Is Still Accelerating

Nvidia delivered another substantial earnings beat in its fiscal second quarter, with revenue more than doubling year-on-year as demand for AI infrastructure continued to accelerate. Strong Data Center growth, the ramp-up of Vera Rubin and an unusually bullish outlook suggest the AI investment cycle still has considerable room to run, although supply constraints, rising memory costs and China remain important risks.

ET&A Research · 27 August 2026