Think It's Too Late to Buy Nebius Group? Here's the 1 Reason Why There's Still Time.

Group 1 - Nebius Group (NASDAQ: NBIS) has gained significant attention from investors in the AI sector following a major deal with Microsoft (NASDAQ: MSFT), resulting in a nearly 50% increase in its share price [1] - The deal with Microsoft is valued at up to $19.4 billion, exceeding Nebius' total market capitalization at the time, highlighting the strong demand for AI infrastructure [4] - The current demand for AI infrastructure is expected to lead to more deals for Nebius, as evidenced by Nvidia's recent $6.3 billion order with CoreWeave [5] Group 2 - Oracle anticipates its cloud infrastructure revenue to increase eightfold over the next four years and has signed multiple multibillion-dollar contracts, indicating robust spending in the sector [6] - The overall activity in the AI infrastructure market suggests that Nebius stock remains attractive despite its recent price surge [6] - The significant demand exceeding supply in the AI infrastructure space is a positive indicator for potential investors [8]