Group 1 - Nebius Group (NASDAQ: NBIS) is positioned as a potential leader in the rapidly growing artificial intelligence (AI) market, which is expected to exceed $2 trillion in the coming years [1][2] - The company has recently signed a multibillion-dollar deal with Microsoft to provide AI infrastructure, contributing to a revenue surge of over 600% in the recent quarter, with shares projected to increase by more than 350% this year [2][8] - Nebius forecasts an annualized revenue run rate for its AI business of $900 million to $1.1 billion by the end of this year, an increase from a previous estimate of $750 million to $1 billion [8] Group 2 - The current AI market is seeing significant investments from major tech companies like Microsoft, Alphabet, and Meta Platforms, all of which are expanding their AI infrastructure needs [5][6] - Nebius provides access to essential AI compute resources, such as GPUs, allowing a wide range of companies to either rent or supplement their existing infrastructure [6][7] - The demand for AI compute resources is expected to continue growing as AI applications become more prevalent in real-world scenarios, indicating sustained revenue growth for Nebius [7]
Is Nebius Stock Your Ticket to Becoming a Millionaire?