Nebius vs. Amazon: Which AI Cloud Stock is the Better Buy?
ZACKS·2026-01-27 16:36

Key Takeaways Nebius aims for $7-$9B ARR by 2026 with new data centers and AI cloud expansions.Major contracts with Microsoft ($17.4-$19.4B) and Meta (up to $3B) back Nebius' platform.Amazon scales AI across AWS, retail and semiconductors, boosting innovation and customer reach.Nebius Group N.V. (NBIS) and Amazon.com, Inc. (AMZN) offer different investment profiles within the AI cloud space. NBIS is a focused, high-growth AI cloud provider that gives investors direct exposure to rising demand for AI infrast ...