Did Nvidia's CEO Just Deliver the Ultimate Buy Signal for Nebius?

Nebius Group (NASDAQ:NBIS) is forecasting up to 1,600% revenue growth by the end of 2026, driven by surging demand for AI compute infrastructure. The company projects an annualized run rate in revenue of $900 million to $1.1 billion for the end of 2025 and $7 billion to $9 billion by the end of 2026, as it scales to meet hyperscaler needs. Nebius has secured major contracts, including a multi-year deal with Microsoft (NASDAQ:MSFT) valued at over $19 billion and a $3 billion partnership with Meta Platforms ( ...