"Nebius Group provides full-stack AI infrastructure, including large-scale GPU clusters and cloud platforms for AI developers. The company has set ambitious targets, aiming for annualized run rate (ARR) in revenue of $900 million to $1.1 billion by the end of 2025 and $7 billion to $9 billion by the end of 2026. This implies potential revenue growth of as much as 1,600%."
"Wall Street views this growth as driven by strong demand for AI compute, with Nebius securing major contracts, including a multi-year deal with Microsoft ( NASDAQ:MSFT ) valued at over $19 billion and a $3 billion partnership with Meta Platforms ( NASDAQ:META ) over five years. The company is expanding capacity to 800 megawatts (MW) to 1 gigawatt (GW) of connected power by the end of 2026, with contracted power reaching 2.5 GW."
Artificial intelligence is increasing demand for computing power, creating opportunities in AI infrastructure such as specialized cloud platforms and data centers. Wall Street projects Nebius Group, IREN and CoreWeave to see 2026 revenue growth between roughly 135% and 521%. Nebius targets ARR of $900 million–$1.1 billion by end-2025 and $7 billion–$9 billion by end-2026, implying up to 1,600% growth. Nebius has multi-year contracts with Microsoft worth over $19 billion and a $3 billion partnership with Meta, and plans 800 MW–1 GW connected power by 2026 with contracted power at 2.5 GW. Execution risks include power and hardware supply constraints and buildout timing.
Read at 24/7 Wall St.
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