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Nebius Group Gains 417% as AI Infrastructure Provider
Shares of Nebius Group (NASDAQ: NBIS) have surged over 417% in the last year, as the company transitions from a niche cloud computing provider to a significant player in AI infrastructure. The firm’s recent $17.4 billion deal with Microsoft (NASDAQ: MSFT), signed in September 2025, promises increased revenue visibility by supplying GPU compute capacity over five years, potentially increasing total deal value to $19.4 billion.
Nebius anticipates its data center capacity to reach 220 megawatts by the end of 2025, with current operations in New Jersey and Finland. Additionally, analysts project the company’s revenue to grow by 392% year-over-year, reaching $578.16 million in fiscal 2025, despite initial losses. Institutional investors currently hold a 21.9% stake in Nebius, reflecting strong interest from smart money, with inflows totaling approximately $1.56 billion over the past year.
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