Core Insights - Nebius (NBIS) has been selected by Israel to launch and manage the country's supercomputer system, indicating its advanced technology and strong positioning in the AI sector [1] - The company has secured significant agreements with major players like Microsoft and Meta, which are expected to drive substantial growth [5] Company Performance - In Q3, Nebius reported a revenue increase of 39% year-over-year, reaching $146.1 million, while its EBITDA loss narrowed to $5.2 million from -$45.9 million in the same quarter of the previous year [3] - For the 12 months ending in September, Nebius' total revenue was $363.3 million, a significant rise from $117.5 million in 2024 [6] Valuation Metrics - Nebius has a trailing price-to-sales (P/S) ratio of 66x, but its forward P/S ratio is approximately 8x based on analysts' average sales estimate of $3.45 billion for 2026 [4] Strategic Partnerships - The company has entered into a multi-year agreement with Microsoft valued between $17.4 billion and $19.4 billion, and a five-year deal with Meta worth about $3 billion [5]

It has gained more than 1,000% over the past five years.Nvidia (NVDA +1.00%) stock is up 37% year-to-date as we approach the end of 2025. That's about double the S&P 500's total return this year, which is certainly an impressive gain. However, it's a significant slowdown from previous years -- 239% in 2023 and 172% in 2024. In fact, it has gained 1,260% over the past five years, including a painful period when it lost more than half of its total value in 2022.Will that trend continue? And does it make sense ...

All eyes were on Nvidia’s quarterly earnings announcement on Wednesday, as investors looked for signs of weakness indicating that the so-called “AI bubble” is about to deflate. In fact, Nvidia appears to be selling graphics processing unit (GPU) chips for data centers as fast as it can make them. Most Read from Fast Company On the call with analysts, Nvidia reported better-than-expected revenues of $57 billion for its October-ending quarter, a 62% increase over the same quarter last year. Revenues rose ...

Core Insights - AMD's overall revenue growth is projected to expand to approximately 35% per year over the next three to five years, driven by high demand for AI chips [1][2] - The AI data center business is expected to grow at about 80% per year, potentially reaching tens of billions in sales by 2027 [2] - AMD aims to capture a "double-digit" market share in the data center AI chip market within the next three to five years, currently dominated by Nvidia [3] Company Developments - AMD is experiencing a surge in data center spending for AI, with companies investing hundreds of billions in GPU chips for AI applications [4] - A partnership with OpenAI was announced, involving the sale of billions of dollars in Instinct AI chips, starting with enough chips in 2026 to utilize 1 gigawatt of power [5] - Long-term deals with Oracle and Meta were also highlighted, indicating strong customer traction [5] Market Context - The AI chip market is currently led by Nvidia, which holds over 90% market share and has a market cap exceeding $4.6 trillion, compared to AMD's valuation of approximately $387 billion [3] - AMD is positioned as the only other major GPU developer aside from Nvidia, providing an alternative for companies seeking to increase capacity and control costs [4]