Key Points The AI trade is largely dominated by a small number of megacap tech titans. A small data center company working closely with Nvidia could swiftly emerge as the next big opportunity in AI. 10 stocks we like better than Nebius Group › Over the last few years, companies like Nvidia, Amazon, Alphabet, Microsoft, and Meta Platforms dominated the narrative around artificial intelligence (AI). As the conversation shifted beyond chips and into adjacent applications in data centers and software, ...

Group 1 - Nebius (NBIS) shares surged nearly 50% following a $19.4 billion cloud-computing deal with Microsoft (MSFT) [1] - The deal involves Nebius supplying dedicated AI infrastructure to Microsoft from a new data center in Vineland, New Jersey, addressing the rising demand for generative AI workloads [1][4] - Nebius stock has increased approximately 395% from its year-to-date low in early April, indicating strong market performance [2] Group 2 - The Microsoft deal enhances Nebius' visibility among hyperscalers and provides multi-year revenue certainty, which is expected to unlock further upside in shares through 2025 [3] - The agreement is seen as a significant boost to Nebius' GPU-as-a-Service business, driving top-line growth in upcoming quarters [5] - Despite the positive outlook, analysts from Goldman Sachs maintain a $77 price target on NBIS shares, suggesting they are currently expensive at a price-sales (P/S) multiple of 131x [5][6]

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Core Insights - Nvidia is positioned as a leading player in the AI boom, with a market cap exceeding $4 trillion, reflecting a 12× increase over five years due to its GPU dominance and high demand for AI data centers [1] - Nvidia's sales are projected to grow from approximately $10.92 billion in fiscal 2020 to over $130.5 billion by early 2025, driven by the adoption of H100 and H200 GPUs by major companies like OpenAI and Google [2] Group 1 - Nebius, a Nvidia-backed AI firm, experienced a significant stock surge of over 40% after announcing a $17.4 billion AI infrastructure deal with Microsoft [4] - The five-year agreement includes Nebius providing dedicated AI computing capacity from a new data center in Vineland, N.J., starting later this year, with the potential total contract value increasing to $19.4 billion if Microsoft adds more capacity [5] - Nebius's CEO highlighted the strong performance of its core AI cloud business and the attractive economics of the deal, which is expected to accelerate growth into 2026 and beyond [5] Group 2 - Nebius's stock has risen 131% year-to-date and 129% over the past six months, fueled by the increasing demand for generative AI [6] - The partnership with Nvidia not only positions Nebius as a customer but also as a strategic partner with unique access to Nvidia's resources [9] - Microsoft's investment in Nebius aligns with its strategy to leverage external AI infrastructure, validating Nebius's emergence as a significant player in the hyperscale market [8]

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Shares of Nebius Group (NBIS) soared more than 51% to $96.75 on Tuesday after the Amsterdam-based company announced a $17.4 billion, five-year agreement to supply artificial intelligence infrastructur... ...

Group 1 - Nebius Group has secured a deal with Microsoft worth $17.4 billion over five years to provide GPU infrastructure capacity, reflecting the increasing demand for high-performance AI computing [1][2] - The total contract value may rise to approximately $19.4 billion if Microsoft opts for additional services capacity [1] - Nebius specializes in providing Nvidia GPUs and AI cloud services, offering essential resources for AI developers, including computing, storage, and managed services [2] Group 2 - The deal is expected to significantly accelerate Nebius' AI cloud business growth beyond 2026, according to Nebius CEO Arkady Volozh [3] - Microsoft is currently the largest customer of CoreWeave, a competitor of Nebius, which has faced media speculation regarding contract cancellations [3] - Nebius Group was formed from the asset split of the Russian tech company Yandex [4]

Group 1 - The article discusses the initiation of coverage on Nebius Group N.V. (NASDAQ: NBIS) with a buy rating, highlighting the company's explosive growth despite its valuation concerns [1] - The analyst emphasizes a strong focus on the tech sector and the importance of core values such as excellence, integrity, transparency, and respect for long-term success [1] Group 2 - There is no relevant content regarding industry or company performance, financial metrics, or market analysis in the provided documents [2]

I see the Nebius Group N.V. (NASDAQ: NBIS ) as a fantastic long-term opportunity to benefit from the AI market. The management team knows what it's doing, has years of experience, andMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a lon ...