Nebius Aktie News

What's the hottest artificial intelligence (AI) stock on the market right now with a market cap of at least $10 billion? I'll give you a hint: It's not Nvidia (NVDA -0.77%) or Palantir Technologies (PLTR -7.29%).

Jensen Huang, the chief executive officer of Nvidia, recently made a prediction. He said that he expects artificial intelligence (AI) infrastructure spending to soar to as much as $4 trillion by the end of the decade.

Nebius Group (NBIS 1.75%) has emerged as a potential superstar in one of the world's biggest growth industries: artificial intelligence (AI). The AI market has grown into the billions of dollars and is forecast to reach beyond $2 trillion within the coming years.

The first deal with a hyperscaler was announced earlier than I initially anticipated. This is a 5-year, $17.4B deal with Microsoft, which could extend to $19.4B. Nebius recently secured $4.2B in funding, mostly via convertible notes, minimizing near-term dilution risks. The round involves $3.16B in converts and $1.0B equity at $92.50. I see robust growth ahead: management guides to $900M–$1.1B ...

Since the close of trading last week, shares of the artificial intelligence (AI) cloud company Nebius Group (NBIS 2.35%) had risen 16%, as of 10:18 a.m. ET today. The company has purchased new land that could signal expansion, and one of its competitors also just signed a major deal earlier this week.

What's the most exciting area to invest in right now? A good case can be made for artificial intelligence (AI).

Nebius has surged nearly 500% in the past year, driven by explosive growth, bullish management outlook and the Microsoft deal. The company's market cap of $28 billion is raising valuation concerns. Required growth to justify their current valuation seems very well achievable when breaking down the Microsoft deal.

Artificial intelligence (AI) is shifting from headlines to hard dollars. Enterprises that once ran small pilot projects are now rolling out real deployments, and the capital flowing into related infrastructure, security, and applications is expanding quickly.