Core Viewpoint - D.A. Davidson & Co. analyst Alexander Platt initiated coverage on Nebius Group N.V. with a Buy rating and a price forecast of $50, positioning the company as a key alternative to hyperscalers like AWS, Azure, and GCP, which are facing pricing and supply constraints [1][2] Company Positioning - Nebius is specifically designed for AI workloads, offering dedicated AI computing services with transparent pricing and scalable infrastructure [2][3] - The company has a vertically integrated model and owns data centers, providing a structural advantage for handling next-generation AI needs [3] Market Demand - As AI adoption grows, companies will require scalable and cost-effective compute solutions, which hyperscalers often fail to provide without high premiums [3][4] - Nebius combines compute power with networking, workload scheduling, and AI-optimized services, making it a more scalable and efficient option for AI-focused businesses [4]
Nebius Challenges Hyperscalers With Dedicated AI Computing Services, Transparent Pricing: Analyst