Скачать или смотреть $19.4B Microsoft AI Deal Fuels Nebius' Explosive Growth

As demand for AI compute surges, companies are turning to both generalist cloud giants and AI-focused specialists. One specialist — Nebius Group (NBIS) — is poised for explosive growth, thanks to triple-digit revenue increases, strategic partnerships with Nvidia and Microsoft, and massive infrastructure deals that already outstrip its supply.

🔍 Nebius at a Glance:

Recent Growth: Triple-digit revenue gains; demand exceeds supply

Major Backers: Nvidia holds equity; Microsoft signed a $19.4B AI infrastructure deal

Meta Deal: $3B agreement limited only by Nebius’s current capacity

Capacity Buildout: Raised $4B+ via convertible notes & equity offerings to scale fast

While giants like Amazon and Alphabet offer breadth, Nebius’s focused AI expertise and GPU-centric model could drive outperformance for years.
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Disclaimers:
Past Performance Is Not indicative of Future Results: There are no guarantees that it will continue to perform similarly in the future. Market conditions, economic factors, and company-specific risks can all impact returns.
Not Financial Advice: This content is for informational purposes only and should not be construed as personalized investment advice. Always consult with a licensed financial advisor before making investment decisions.