A data center company known as in October Nebius Group(NASDAQ: NBIS) It is listed on the Nasdaq Securities Stock Exchange. At that time, the company was relatively unknown and did not experience much investor enthusiasm during the public presentation.
The reason for this is that Nebius is not a high -profile initiative where investors expect to be opened to the public. On the contrary, nebius is a spin off From a Russian Internet holding called Yandex. Following the list NasdaqNebius a Special placement of 700 million dollars The interest of the semiconductor power center Nvidia.
During 2025, Nebius worked closely with NVIDIA, because the company plays an important role in equipping the data centers with NVIDIA’s latest Blackwell GPU architecture. In addition, Nebius has other business segments covering various pockets of the artificial intelligence (AI) realm, including autonomous driving applications and autonomous driving.
In my eyes, this diversified ecosystem draws parallelisms Amazon. Let’s explore how Nebius’s AI infrastructure market can emerge as Amazon and now consider whether there is a good time to buy the stock.
Nebius emerges as an important player in the Neocloud market. Similar Sunflower seed And ProphecyNebius offers AI infrastructure as a service. Essentially, the company welcomes data centers with NVIDIA GPU architectures and then rents access to other businesses.
In some respects, this is no different from the target of Amazon’s cloud computing platform Amazon Web Services (AWS). AWS allows developers to create and scal applications in the infrastructure of Amazon, stored in data centers spread to the world. Today, Nebius’s AI infrastructure access includes data centers in New Jersey, Kansas City, Iceland, Finland, France, the United Kingdom and Israel.
According to the finance of the company, Nebius’s basic infrastructure platform had an annual repetitive revenue (Arr) work rate at the end of the first quarter. Although this may seem smaller than its competitors’ agreements of billions of dollars, Nebius guided the Arr work rate between $ 750 million to $ 1 billion by the end of the year.
Considering that Nebius has been operating as an independent asset for less than a year, I see the growth of the company as quite impressive, and I optimize that NVIDIA can continue to scal on the next GPU architecture in the coming years.
Image Source: Getty Images.
Beyond the nucleus infrastructure, Nebius operates in three subsidiaries: Avride, Toloka and triplene.
Avride develops autonomous vehicles and delivery robots. The company currently has a submission robot fleet operating in Tokyo thanks to a partnership. Rival (Some are called “Japan Amazon”).
Also Avride, Hyundai And Uber Technologies To help develop a Robotaxis fleet expected to be released in Dallas this year. I see Nebius’s entry into the autonomous vehicle and delivery opportunities for Amazon’s investments in Robotaxi Company, Zoox.
Toloka is a data labeling platform similar to scale AI. Companies like anthropic, amazon Do shoppingAnd Microsoft It is Toloka’s customers and uses the company’s software in various productive AI applications.
It is an online training platform that offers training camps in various optional services such as tripletten, cyber security, data science and software engineering.
Although it does not compete directly with Toloka and Tipleten Amazon, AWS, Amazon Mechanical Turks and Amazon Sagemaker offers overlapping features.
As of July 28, Nebius shares have increased by 84% so far this year – absolutely S&P 500and nasdaq composite.
If you get these refunds in the nominal value, you may think that Nebius shares are currently accelerating behind it. In my opinion, there is more than Nebius’s stock price action.
As shown in the graph above, Nebius Stock fell earlier this year because the wider technology industry has experienced a heavy decrease in the heels of tariff -guided uncertainty.
However, in late March, Coreweave Ring Arzu (IPO) (IPO) (IPO) merged with the enthusiasm of the renewed investor after some positive first quarter earnings in May, Nebius shares began to witness a sharp rebound.
My main goal here is that this year, the over -sale and purchase of Nebius Stock is rooted in wider macro elements than anything specific to the company. Nevertheless, I don’t think these dynamics will last longer. Goldman Sachs Recently, he launched a purchase note in Nebius and set a price of $ 68 in the stock, which reversed a reversal of 33% of the current transaction levels.
In my opinion, Nebius can be seen in a similar light with Amazon. While both companies are conducting critical cloud -based applications, each is trying to disrupt AI on various other infrastructure platforms. I see Amazon and Nebius as enterprises everywhere that build uniquely positioned ecosystems in different pockets of AI infrastructure landscape.
Considering that Nebius is still in the first stages of scaling, the company has much more space to work in the long run. Therefore, I see the nebius stock as a brainless right now.
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Man spatacco Amazon has positions in Microsoft and Nvidia. Motley Fool, Amazon, Goldman Sachs Group, Microsoft, NVIDIA, Oracle, Shopify and Uber Technologies position and recommends. Motley Fool recommends Nebius Group and recommends the following options: Long January 2026 Calls of $ 395 in Microsoft, and short January 2026 Calls of $ 405 in Microsoft. Motley Fool’s Explanation policy.
