Meet the Artificial Intelligence (AI) Stock That Is Crushing Nvidia and Palantir on the Market

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]