Company Overview - Nebius Group NV is an AI infrastructure startup backed by Nvidia, focusing on autonomous mobility and decentralized AI [1][5] - The U.S.-based subsidiary, Avride Inc., powers real-world robotaxis and delivery bots for Uber and Uber Eats, with operations in Austin, Dallas, and Jersey City [2][3] Technology and Operations - Avride's self-driving vehicles are retrofitted Hyundai Ioniq 5s equipped with advanced sensors and custom compute hardware [3] - The company is also deploying delivery robots that can navigate urban environments, with operations extending from the U.S. to Seoul [3] Strategic Partnerships - In March 2025, Nebius formed a strategic partnership with Hyundai to develop commercial robotaxis, enhancing its market position [4] - All manufacturing of delivery robots is conducted in Taiwan, strengthening its supply chain capabilities [4] Market Position and Investment Sentiment - Nebius aims to establish itself as the leading AI operating system for autonomous mobility, leveraging Nvidia's support and avoiding the constraints of legacy automakers [5] - The company's growth is viewed positively by contrarian investors, especially as Jim Cramer has opted not to invest, which some interpret as a bullish signal [6]