Core Viewpoints - Nebius announced a significant AI collaboration agreement with Meta valued at approximately $3 billion, despite reporting a net loss of about $120 million in Q3, exceeding market expectations of $97 million [1][3][6] - The company's stock price fell over 7% following the earnings report due to underperformance against analyst expectations [4][7] Financial Performance - In Q3, Nebius recorded a net loss of nearly $120 million, a substantial increase from a loss of $43.6 million in the same period last year, and higher than the predicted loss of $97 million [4][6] - Revenue, excluding the divested AI data company Toloka, grew by 355% year-over-year to $146.1 million, but fell short of the analyst expectation of $155 million due to an accounting change [4][6] Business Developments - Alongside the earnings report, Nebius announced plans to issue 25 million Class A shares to raise funds for data center expansion [7] - The company has also signed a partnership with Microsoft worth up to $19 billion, indicating strong demand for AI infrastructure [6][7] Market Context - Nebius operates in a rapidly growing sector, renting NVIDIA AI chip servers to AI model builders and application developers, but faces challenges such as customer concentration and high debt levels [7] - The stock price of Nebius had surged 264% in 2025 prior to the earnings report, leading to heightened market expectations that could result in significant volatility with any performance shortcomings [7]

11月11日，专注于人工智能（AI）基础设施的云计算服务商Nebius在当日开盘前公布了其第三季度财务报告。财 报显示，公司业绩未能达到华尔街预期，导致其股价承压大幅下挫。 在发布财报前，Nebius股价在2025年内已飙升264%，市场的高期望值使得任何业绩上的瑕疵都可能引发剧烈波 动。其竞争对手CoreWeave近日也因下调全年营收指引而股价大跌，反映出AI基础设施领域的激烈竞争与挑战。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点 或结论是否符合其特定状况。据此投资，责任自负。 在披露业绩的同时，Nebius也宣布了一系列重大商业动态。公司已与Meta达成一项协议，将在未来五年内为其 提供价值约30亿美元的AI计算基础设施。值得注意的是，据报道，Nebius近期还与微软签署了一份价值高达190 亿美元的合作协议。 为支撑业务扩张，Nebius还宣布计划发行2500万股A类普通股，旨在为数据中心的建设筹集资金。 作为一家向AI模型构建者和应用开发者出租英伟达AI芯片服务器的公司，Nebius身处高速增 ...

Core Viewpoint - Nvidia and Fujitsu have entered into a strategic partnership to develop AI-driven solutions, focusing on creating integrated AI infrastructure and specialized AI platforms for various industries, including healthcare and manufacturing [2][3][4]. Group 1: Partnership Details - The collaboration aims to leverage Nvidia's chips to create intelligent robots and other innovations [2]. - Fujitsu plans to expand its strategic cooperation with Nvidia to build a full-stack AI infrastructure that enhances enterprise competitiveness while maintaining autonomy in AI usage [3]. - The partnership will utilize NVIDIA NVLink Fusion technology to integrate Fujitsu's MONAKA CPU series with Nvidia's GPU for AI computing infrastructure [3]. Group 2: Industry Impact - The AI platforms and infrastructure developed through this collaboration are expected to continuously learn and improve, accelerating the AI industry revolution [3]. - Fujitsu aims to transform industries in Japan and promote global AI application adoption, enhancing competitiveness across all sectors and contributing to a sustainable society [3]. - The initiative is expected to cover various fields, including healthcare, manufacturing, environmental protection, next-generation computing, and customer service, with plans to establish this digital infrastructure in Japan by 2030 [3][4]. Group 3: Market Focus - Initially, the collaboration will be tailored for the Japanese market, leveraging Fujitsu's decades of local experience, with potential future expansion globally [4]. - Nvidia and Fujitsu executives hinted at possible collaboration with Yaskawa Electric Corporation to develop AI robots, emphasizing the evolving nature of AI [4].

10月3日，日本富士通宣布扩大与英伟达的战略合作，将共同构建集成AI智能体的全栈AI基础设施。富 士通表示，该合作通过人工智能增强企业竞争力，同时保持企业在AI应用自主权。双方将重点合作开 发面向医疗保健、制造业和机器人等领域的行业专用AI智能体平台，以及通过NVIDIA NVLink Fusion 技术无缝集成FUJITSU-MONAKA CPU系列与NVIDIA GPU的AI计算基础设施。 ...