
"In the fast-evolving artificial intelligence (AI) landscape, Nebius Group ( NASDAQ:NBIS ) has emerged as a hidden gem, quietly positioning itself as a powerhouse in AI infrastructure. While Nvidia ( NASDAQ:NVDA ) dominates headlines with its AI chip supremacy, Nebius has been carving out a niche as a provider of full-stack AI solutions, including large-scale GPU clusters, cloud platforms, and developer tools."
"Once known as the Russian search engine giant Yandex, this Netherlands-based company has undergone a remarkable transformation, with its second-quarter earnings projecting an annualized revenue run rate (ARR) of up to $1.1 billion - a massive leap from its $117.5 million in 2024. This meteoric growth trajectory has fueled speculation that Nebius was, until recently, the most undervalued AI stock, offering explosive 10x growth potential . Investors who overlooked it may now wonder if they've missed a golden opportunity as its stock soars."
"Nebius Group's trajectory is taking a seismic leap forward after announcing a $17.4 agreement with Microsoft ( NASDAQ:MSFT ) last night. This landmark deal positions Nebius as a key provider of AI infrastructure, specifically high-performance GPU clusters powered by Nvidia's cutting-edge chips, to support Microsoft's Azure cloud platform. The agreement is expected to significantly boost Nebius' data center capacity, enabling it"
Nebius Group (NASDAQ:NBIS) is scaling full-stack AI infrastructure, offering large GPU clusters, cloud platforms, and developer tools. Second-quarter results project an annualized revenue run rate (ARR) of up to $1.1 billion, up from $117.5 million in 2024, indicating rapid revenue acceleration. The company secured a $17.4 agreement with Microsoft to provide high-performance GPU clusters powered by Nvidia chips for Azure, expanding data center capacity. Market speculation points to significant upside and labelling as a previously undervalued AI stock with potential for multi-fold growth. Nebius concentrates on cloud-scale AI services rather than chip manufacturing.
Read at 24/7 Wall St.
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