Key Takeaways NBIS deepens its NVIDIA alliance to deliver next-gen AI infrastructure in global markets. The company launched GB200 Grace Blackwell Superchip access for enterprise clients in Europe. NBIS deployed Blackwell Ultra GPUs in the U.K. to boost AI adoption across sectors, including public services.In a major stride toward AI dominance, Nebius Group N.V. (NBIS) deepens its partnership with NVIDIA (NVDA) , aiming to deliver next-generation AI infrastructure across global markets. NBIS reported 385% ...

Core Insights - Nebius Group N.V. (NBIS) is emerging in the AI infrastructure market, while Amazon (AMZN) is a dominant player with its AWS platform [1][8] - AI infrastructure spending is projected to exceed $200 billion by 2028, benefiting both companies but in differing magnitudes [2] Nebius Group N.V. (NBIS) - Nebius is focused on building full-stack AI infrastructure, including GPU clusters and cloud platforms, and has partnerships with Saturn Cloud and NVIDIA [3] - The company has increased its capital expenditure plan for 2025 to $2 billion, up from $1.5 billion, to expand its global footprint and meet rising demand [4] - NBIS aims to achieve an annual recurring revenue (ARR) of $750 million to $1 billion for 2025, with a revenue guidance of $500 million to $700 million [7] - The company has upgraded its AI cloud infrastructure, enhancing reliability and reducing downtime, which is expected to improve customer retention [6] - NBIS stock has appreciated 25.5% in a month, outperforming AMZN's 2.9% [9][16] Amazon (AMZN) - Amazon's AWS platform generated a 17% year-over-year revenue increase in Q1 2025, with an annualized revenue run rate of $117 billion and a backlog of $189 billion [8][10] - Amazon's AI segment is experiencing triple-digit percentage growth, with significant investments in custom silicon development and new AI model offerings [11] - The company plans to invest up to $20 billion in Pennsylvania for data center expansion and has previously allocated $10 billion in North Carolina [12] - Despite its strong position, Amazon faces capacity constraints and intense competition from Microsoft Azure and Google Cloud [13] Valuation and Market Position - Both NBIS and AMZN are considered overvalued, with NBIS trading at a Price/Book ratio of 3.52X compared to AMZN's 7.36X [17][18] - Analysts have revised earnings estimates downward for NBIS, while AMZN has seen marginal upward revisions [19][21] - Both companies currently hold a Zacks Rank 3 (Hold) [22]

Key Takeaways NBIS launches NVIDIA GB200 Superchip support in Europe to enhance its AI Cloud platform. Nebius becomes a launch partner for NVIDIA Dynamo and expands NVIDIA ecosystem integrations. Nebius backs EU AI goals as the first Europe-based Reference Platform NVIDIA Cloud Partner.Nebius Group N.V. (NBIS) has announced the general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for its customers in Europe, marking a significant step in its mission to build out global, full-stack artif ...