Nebius Articles
Nebius: akin buying $NVDA with leverage
Between 2024 and 2025, hyperscalers have grown to command approximately 60–66% of the global cloud market, leveraging their extensive services and worldwide infrastructure. On the other hand, neocloud providers, focused on delivering high-performance, cost-efficient infrastructure tailored for AI, and machine learning workloads, hold a smaller but expanding share of under 5%.
Nebius: Why I bought Before Earnings
In my deep dive published only 2 months ago, on June 29, I stated that I was not going to open a position in $NBIS given my conviction was not at the right level yet, suggesting I might have taken advantage of the stock appreciation by using some options strategy eventually.
$IREN vs $NBIS: Location, Location, Location
Nebius and Iren are establishing positions in the AI infrastructure sector. Both companies develop and operate data centers equipped with high-density GPUs for AI model training and inference. They function as specialized providers of computational resources, addressing capacity constraints faced by major cloud platforms such as AWS and Azure.
Nebius: The Winner in the Era of LLM Commoditization
Nebius recently signed two major deals with big cloud companies: one worth $17.4–$19.4 billion with Microsoft and another around $3 billion with Meta. These deals strongly prove Nebius’s strong position in the AI world. They give the company the funds and trust to quickly grow revenue and build more infrastructure.
But the real future for Nebius is with Enterprise Customers...