Nebius Group: Building AI Capacity With Blackwell; Initiate With 'Buy'

Nebius Group (NASDAQ: NBIS ) provides full-stack AI cloud infrastructure for enterprise and technology service companies. Yandex, often called “Russian Google”, sold its Russian operations and formed Nebius as a new business entity with no ties to Russian market. I favor the company’s globalAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it ...