About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Group 1 - Nebius (NBIS.US) experienced a stock price increase of approximately 5%, reaching a new high of $100.51 [1] - The company announced plans to raise $3 billion through convertible bonds and new shares, which will be used for business expansion, including acquiring more computing power and hardware [1] - Nebius recently entered into a partnership with Microsoft for AI infrastructure, with a total deal value potentially reaching $19.4 billion [1] Group 2 - The company will provide dedicated computing resources to Microsoft from a new data center located in Vineland, New Jersey, starting later this year [1]

9 September 2025 | 3:11AM BST Nebius Group (NBIS): First thoughts on the multi-billion dollar agreement with Microsoft for AI infrastructure Nebius announced on September 8 a multi-billion USD agreement with Microsoft to provide AI infrastructure from its New Jersey facility. Management highlighted this as the first of the large AI lab deals referenced at its results, and it expects more to follow. The agreement will be financed partly from the cash flow generated from the deal and partly via new debt issua ...

Core Viewpoint - Nebius Group N.V. intends to offer $2.0 billion in convertible senior notes, divided into two series, to enhance its financial position and support growth initiatives [1] Group 1: Offering Details - The offering consists of $1.0 billion in convertible notes due in 2030 and another $1.0 billion in convertible notes due in 2032 [1]

Core Viewpoint - Nebius Group N.V. has announced the launch of an offering of convertible notes and a concurrent offering of Class A shares to support the accelerated future growth of its core AI cloud business [1] Group 1: Business Growth - The core AI cloud business of Nebius is experiencing rapid growth [1] - The company is focused on developing its AI infrastructure business [1] Group 2: Strategic Partnerships - Nebius has entered into long-term contracts, including a significant one with Microsoft, which is viewed as important for future growth [1]

Core Viewpoint - Nebius Group N.V. has initiated a public offering of $1 billion in Class A ordinary shares, with an additional option for underwriters to purchase up to $150 million more [1] Group 1 - The public offering is underwritten, indicating that the company has secured financial backing for the issuance [1] - The offering includes a 30-day option for underwriters to buy additional shares at the public offering price, which may enhance liquidity and investor interest [1]

Group 1 - Nebius Group plans to raise $3 billion to support growth in its core artificial intelligence cloud business [1] - This announcement follows Nebius Group's significant $17.4 billion deal with Microsoft [1]

Core Insights - Nvidia and Palantir Technologies are leading companies in the AI industry, with Nvidia dominating hardware and Palantir known for its software solutions [1] - Nebius Group has outperformed both Nvidia and Palantir in stock performance in 2025, with a stock increase of 136% compared to Nvidia's 24% and Palantir's 102% [2] Company Performance - Nebius operates in the cloud infrastructure-as-a-service (IaaS) market, which has seen significant growth due to increased demand for data center capacity for AI applications [4] - The company's revenue surged by 545% in the first half of 2025, reaching $156 million, driven by strong demand for its services [6] - Nebius has sold out its previous generation of Nvidia GPUs and is now offering the latest Blackwell systems [6] Capacity Expansion - Nebius is focused on expanding its data center capacity to meet the growing demand for AI cloud infrastructure, targeting 220 megawatts (MW) of connected capacity by the end of 2025 [7] - The company has ambitious plans for 2026, projecting over 1 gigawatt (GW) of contracted data center capacity [7] Market Demand - There is a strong demand for Nebius' GPU-powered cloud infrastructure as customers rush to rent services for their AI workloads [8] - The remarkable revenue growth of Nebius is expected to drive further increases in its stock price [8]

Core Insights - Nebius (NBIS) is a technology company focused on building full-stack infrastructure for the rapidly growing global AI industry [1] - The company has developed an AI-native cloud platform designed for intensive AI workloads, providing essential services for AI builders [1] Partnership with Microsoft - Nebius announced a multi-year agreement with Microsoft to deliver dedicated AI infrastructure from a new data center in Vineland, New Jersey, starting later this year [2] - The deal is valued at $17.4 billion over five years, indicating significant long-term potential for the company [4] Market Reaction - Following the announcement of the Microsoft deal, NBIS shares surged by 50% the next day and have increased by 250% year-to-date, outperforming the S&P 500 and the Zacks Technology sector [3] Financial Performance - Nebius reported sales of $105.1 million for the latest quarter, reflecting a 625% year-over-year increase [4] - The company has also raised its annualized run-rate revenue guidance and achieved positive adjusted EBITDA ahead of schedule [4]

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, ...