Nebius Group N.V.(US:NBIS) 智通财经网·2026-02-12 13:15Core Insights - Nebius, an AI cloud computing service provider, reported a staggering 547% year-over-year revenue increase to $227.7 million for Q4 2025, although it fell short of market expectations of $247.5 million [1][2] - The adjusted EBITDA for Nebius was $15 million, a significant turnaround from a loss of $63.9 million in the same quarter the previous year [2] - The adjusted net loss widened to $173 million, compared to a net loss of $69 million in the prior year, marking a 151% increase in losses [1][2] Company Developments - Nebius has emerged as a leader among "new cloud service" providers, focusing on supplying NVIDIA GPUs and AI cloud services to help enterprises expand their AI infrastructure [2] - The ongoing global demand for AI computing power has surged, with even major cloud providers like Microsoft and Amazon facing shortages, benefiting Nebius and its competitor CoreWeave [2] - Nebius has gained prominence through several high-profile AI infrastructure supply agreements, including a $17 billion partnership with Microsoft and a $3 billion order from Meta [2] Future Plans - Nebius announced plans to build a 240-megawatt data center in Béthune, France, which is expected to become one of the largest data centers in Europe [3] - The project will repurpose the former Pirelli tire factory and is expected to be operational in phases, with the first facilities set to launch by late summer and about half of the area operational by the end of 2026 [3] - Although financial terms of the project have not been disclosed, such a large-scale data center is anticipated to require an investment of several billion euros [3]