Nebius Group NV
F:YDX
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Nebius Group NV
Nebius Group NV is a technology company focused on building and running infrastructure for artificial intelligence. Its core business is an AI cloud that gives developers, startups, and enterprise teams access to large-scale computing power, especially graphics chips, along with the software and tools needed to train and run AI models. It also has other AI-related businesses that support the same ecosystem, including data services, education, and autonomous driving projects. The company makes money mainly by charging customers for cloud usage and related services. Customers pay for the computing capacity, storage, and managed infrastructure they use, rather than buying the hardware themselves. That puts Nebius in the middle of the AI value chain: it supplies the specialized computing layer that AI builders need before they can create products for end users. What makes Nebius different is its focus on AI infrastructure rather than general-purpose cloud services. Instead of trying to serve every kind of IT workload, it concentrates on high-performance systems built for AI training and inference. That narrower focus can make it a useful partner for companies that need specialized computing and want a provider designed around AI workloads from the start.
Nebius Group NV is a technology company focused on building and running infrastructure for artificial intelligence. Its core business is an AI cloud that gives developers, startups, and enterprise teams access to large-scale computing power, especially graphics chips, along with the software and tools needed to train and run AI models. It also has other AI-related businesses that support the same ecosystem, including data services, education, and autonomous driving projects.
The company makes money mainly by charging customers for cloud usage and related services. Customers pay for the computing capacity, storage, and managed infrastructure they use, rather than buying the hardware themselves. That puts Nebius in the middle of the AI value chain: it supplies the specialized computing layer that AI builders need before they can create products for end users.
What makes Nebius different is its focus on AI infrastructure rather than general-purpose cloud services. Instead of trying to serve every kind of IT workload, it concentrates on high-performance systems built for AI training and inference. That narrower focus can make it a useful partner for companies that need specialized computing and want a provider designed around AI workloads from the start.
Strong growth: Nebius said Q2 revenue rose 454% to $582 million, with annualized run rate revenue reaching $3 billion, driven by higher capacity, better utilization, and new high-margin businesses.
Profitability improved: Adjusted EBITDA reached $236 million and margin expanded to 41%, as the company benefited from higher revenue and early contributions from its new asset-light model and Token Factory.
Demand stayed ahead of supply: Management said it sold out of capacity again in the quarter and believes it could sell its entire 2027 capacity today on current terms, though it is choosing to keep some capacity for shorter-term, higher-margin deals.
Guidance reaffirmed: Full-year 2026 guidance was unchanged across all metrics, including annualized run rate revenue of $7 billion to $9 billion, group revenue of $3 billion to $3.4 billion, adjusted EBITDA margin of approximately 40%, and capital expenditures of $20 billion to $25 billion.
Funding looks strong: The company highlighted more than $9 billion of customer prepayments expected in 2026, $8 billion of cash at quarter-end, and a new $775 million asset-backed debt facility, while keeping the ATM and other financing tools available.
Capacity pipeline expanded: Nebius raised its year-end contracted power target to 5 gigawatts and said it plans to build more than 1 gigawatt of new capacity a year in 2027.