Assessing the Impact of Nebius’ AI Cloud 3.0 Launch on Its Market Position

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Nebius Group N.V. (NBIS) has launched Nebius AI Cloud 3.0 “Aether”, a next-generation cloud platform designed for enterprise-scale AI. This new platform aims to address the limitations of traditional cloud systems, offering secure and scalable infrastructure to facilitate AI workloads from development to production. The launch coincides with a rising demand for AI computing, prompting Nebius to raise its annual recurring revenue (ARR) outlook from $750 million–$1 billion to $900 million–$1.1 billion.

Aether’s architecture includes important certifications such as SOC 2 Type II and ISO 27001, along with a built-in secrets manager for secure credential storage. The company is expanding its infrastructure across regions including the United States, Europe, the U.K., and the Middle East, supporting local data residency for compliance needs.

Nebius has also introduced a new AI data center in Israel featuring NVIDIA Blackwell GPUs, aimed at enhancing local innovation. Further, amidst strong business momentum, shares of Nebius have experienced a year-to-date increase of 276.4%, significantly outperforming the industry growth of 40.1%.

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