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Nebius Group Emerges as a Key Player in AI Infrastructure
Nebius Group (NASDAQ: NBIS), an Amsterdam-based AI infrastructure company, reported a 385% year-over-year revenue growth in Q1 2025, reaching $55.3 million. The company expects its annual recurring revenue to hit between $750 million to $1 billion by the end of 2025, highlighting strong demand for its purpose-built AI infrastructure.
Microsoft Sees Strong Growth from AI Integration
Microsoft (NASDAQ: MSFT) has seen shares rise by approximately 24% year to date. In fiscal year 2025, Microsoft reported $75 billion in revenue from Azure and cloud services, a 34% increase year over year. The company’s AI tools, embedded within its productivity suite, have reached over 100 million users.
Meta Platforms Reports Significant Revenue Growth
Meta Platforms (NASDAQ: META) achieved total revenue of $47.5 billion in Q2 2025, reflecting a 22% year-over-year increase. The gains were largely driven by advertising, which contributed $46.6 billion. Engagement across its apps grew to 3.48 billion daily users, a 6% increase from the previous year.
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