Core Insights - Nebius Group N.V. (NBIS) is experiencing significant stock price growth, up 146.4% in the past three months, compared to the S&P 500's 18.9% increase [1] - The company reported a remarkable revenue growth of 385% in the last quarter, driven by increasing demand for its AI-infrastructure services [1][11] Business Ventures - In addition to its core AI business, NBIS holds a 28% stake in ClickHouse, valued at approximately $6 billion, which could serve as a substantial capital source if monetized [2] - Other investments include stakes in Toloka, an AI data partner, TripleTen, an edtech platform, and Avride, an autonomous vehicle platform [2][11] - Toloka is backed by notable investors like Jeff Bezos and Mikhail Parakhin, which positions it for rapid scaling amid rising global demand for high-quality AI data [3] Strategic Partnerships - Avride has formed partnerships with major companies such as Uber, Hyundai, GrubHub, and Rakuten, indicating strong market positioning [4] - Nebius is in discussions with potential third-party investors, suggesting additional avenues for capital generation [4] Competitive Landscape - CoreWeave (CRWV) is a competitor in the AI-infrastructure space, reporting a 420% revenue growth in Q1 2025 and focusing on infrastructure expansion through acquisitions [6] - Microsoft Corporation (MSFT) remains a dominant player in the tech sector, heavily investing in AI infrastructure and holding significant stakes in companies like OpenAI [8][9] Financial Performance - Year-to-date, NBIS shares have increased by 87.5%, outperforming the Internet – Software and Services industry's growth of 23.8% [10] - The Zacks Consensus Estimate for NBIS' earnings for 2025 has remained unchanged over the past 30 days [13] - Currently, NBIS shares are trading at a price/book ratio of 3.87X, slightly lower than the industry's ratio of 4.1X [16]