#microsoft-partnership

#microsoft-partnership

If you've never heard of Nebius Group ( NASDAQ:NBIS) until recently, you're definitely not alone. Shares of the up-and-coming AI infrastructure cloud play have gained a shocking 335% year to date and more than 560% in the past full year. Undoubtedly, the parabolic rise of Nebius has made the relatively unknown AI play a fairly sizable $33 billion company, making it large enough to get noticed, but still small enough to be capable of further upside as the AI revolution continues

Amazon's ad ambitions now reach well beyond the simple "sponsor my product" paradigm. Its presence spans audio, gaming, sports, and streaming content - all areas where it can both insert itself and monetize. More lucratively, Amazon controls trillions of data points from its retail business, giving it a unique ability to connect exposure to actual purchasing behavior (i.e., measurement). Combine content reach with direct shopper signals, and you get a formidable pitch to advertisers.

"I'm looking for a black cardigan for the fall,"

GPT-5 is expected to launch as early as next month, with Microsoft engineers preparing server capacity for the model and ongoing tests delaying its release.