"Nebius Group received approval for its first gigawatt-scale AI factory campus in Independence, Missouri, with capacity of up to 1.2 gigawatts. That makes it the company's largest U.S. facility by a wide margin. The campus is expected to contribute over $650 million to the city and local school districts over 20 years and create over 1,000 local jobs."
"Nebius Group's Q4 2025 results, filed in February, gave investors plenty to chew on. Group revenue came in at $228 million, up 547% year-over-year. Annualized run-rate revenue reached $1.25 billion by the end of December 2025, exceeding the company's own guidance range. Core AI cloud revenue grew even faster, up by an astonishing 830% year-over-year."
"Nebius Group's adjusted EBITDA turned positive for the first time in Q4, with the core AI cloud business expanding its adjusted EBITDA margin from 19% in Q3 to 24% in Q4. That is the kind of operating leverage that changes how investors think about the path to profitability."
Nebius Group experienced significant momentum with shares jumping 16% on Wednesday, building on a 300% annual gain. The company received approval for its first gigawatt-scale AI factory campus in Independence, Missouri, with 1.2 gigawatts capacity, expected to contribute over $650 million to the region and create 1,000 jobs over 20 years. Q4 2025 results demonstrated explosive growth: group revenue reached $228 million (547% year-over-year increase), annualized run-rate revenue hit $1.25 billion, and core AI cloud revenue surged 830% year-over-year. Notably, the company achieved positive adjusted EBITDA for the first time, with core AI cloud business margins expanding from 19% to 24%, signaling improved operating leverage and a clearer path to profitability.
#ai-infrastructure #data-center-expansion #financial-growth #profitability-milestone #cloud-computing
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