Core Insights - Nebius, a Dutch AI infrastructure company, has secured significant contracts with Microsoft worth $19.4 billion and Meta worth $3 billion within three months, attracting industry attention [1][2] - The company reported a staggering revenue growth of 355% year-on-year in Q3 of FY2026, with its core data center business revenue increasing by 400% [1][22] - Nebius's stock price surged approximately 210% since the beginning of 2025, reflecting strong market performance [1] Financial Performance - In Q3 of FY2026, Nebius's revenue increased by 355% year-on-year and 38% quarter-on-quarter, with a core AI infrastructure EBITDA margin of 19% [22] - The company has sold all available computing power for the current fiscal quarter, indicating high demand for its services [22] Expansion Plans - Nebius plans to build a computing cluster with a total capacity of 2.5GW by 2026, equivalent to deploying approximately 1 to 1.25 million NVIDIA GPUs [2][20] - The company’s capital allocation strategy involves an initial 1% investment to secure land and power resources, followed by 18%-20% for building data centers, and 80% for GPU procurement based on confirmed contracts [5][25] Historical Context - Nebius traces its roots back to Yandex, a major Russian internet company founded in 1997, which provided it with a team of over 1,000 engineers and substantial assets [2][12] - The company was established after Yandex sold its Russian assets amid geopolitical tensions, allowing it to focus on AI infrastructure [11][12] Strategic Partnerships - Nebius maintains a close relationship with NVIDIA, which has facilitated access to advanced GPU resources, enhancing its competitive edge in the AI infrastructure market [15][17] - The company has also secured contracts with notable clients, including AI startups like Black Forest Labs and Anysphere, further solidifying its market position [22] Market Position - Nebius is positioned as a unique investment opportunity in the AI infrastructure sector, being one of the few publicly traded companies in this capital-intensive field [12] - The company’s ability to deliver comprehensive end-to-end AI infrastructure solutions distinguishes it from other emerging cloud providers [17][20]
60岁俄罗斯大叔靠给AI盖房赚翻了，斩获微软1400亿大单