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Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst
Benzinga· 2025-07-14 17:27
Nebius Group NBIS stock surged on Monday after Goldman Sachs analyst Alexander Duval initiated coverage with a Buy rating and announced a price target of $68.Duval noted that Nebius is emerging as a key player in the fast-growing AI Neoclouds space — a niche segment within the broader GPU-as-a-Service (GPUaaS) market. The analyst pointed out that this market allows AI startups, enterprises and hyperscalers to rent GPU infrastructure remotely via the cloud to run large-scale AI training and inference workloa ...