Nebius Group NV
XMUN:YDX
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Nebius Group NV
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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.
Massive Revenue Growth: Nebius delivered Q4 revenue of $228 million, up 547% year-over-year and 56% quarter-over-quarter, driven by strong demand and high utilization.
ARR Beat: Annualized run rate revenue (ARR) reached $1.2 billion at year-end, exceeding the company's Q3 guidance high end of $1.1 billion.
Capacity Sold Out: The company sold out of available compute capacity in Q3 and Q4, and much of 2026's capacity is already pre-sold.
Raised Capacity & Guidance: Nebius increased its contracted power forecast for 2026 to over 3 gigawatts, with 800 megawatts to 1 gigawatt of that as available capacity by year-end.
Strong Profitability: Group adjusted EBITDA inflected positive in Q4, with core AI cloud business EBITDA margin expanding from 19% in Q3 to 24% in Q4.
2026 Guidance Reiterated: Management reaffirmed targets for 2026: annualized run-rate revenue of $7–9 billion, full-year revenue of $3–3.4 billion, and an adjusted EBITDA margin of approximately 40%.
Major CapEx Investments: Planned $16–20 billion in capital expenditures for 2026, with about 60% already covered by cash, operations, and commitments.
Strong Demand Signals: Robust pipeline growth, longer contract durations, and rising deal sizes/pricing are continuing into Q1 2026.
