Nebius Group N.V.

NBIS

Market cap $58.7B

NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.

Leopold Aschenbrenner disclosed a 5.6% stake after Microsoft, Meta, and Nvidia validated Nebius operationally and financially. Q1 revenue surged 684% YoY to $399 million, while Nebius AI EBITDA margins expanded sharply to 45%. Management projects annualized ARR reaching $7 billion to $9 billion despite current ARR sitting near $1.9 billion.

Nebius benefits from sold-out AI compute capacity and rising GPU rental prices, creating a powerful revenue tailwind supported by strong customer demand signals. Management has raised 2026 capex to expand data centers and GPUs, with signed hyperscaler commitments supporting near-term revenue realization and limiting execution risk. NBIS faces a funding gap for its ambitious capex plans, but large, marquee customer contracts and Nvidia's financial backing should support access to debt and equity financing.

AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), the AI cloud company, today announced that Roman Chernin, co-founder and Chief Business Officer, will take part in a fireside chat at the BofA Securities 2026 Global Technology conference. The session is scheduled for June 3 at 1:20 p.m. (PDT) / 4:20 p.m. (EDT) / 10:20 p.m. (CEST). The registration link to the live webcast will be available on the company's investor relations website at https://nebius.com/investor-hub. About Nebius Nebius, the.

Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

Shares of Nebius Group (NBIS) climbed sharply on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a sizable stake in the AI infrastructure company. The disclosure added fresh momentum to one of the year's strongest-performing “neocloud” stocks.

Nebius Group N.V. earns a Strong Buy rating, driven by explosive AI compute demand and transformative power infrastructure partnerships. NBIS posted 684% revenue growth to $399M and expanded gross margins to 74%, confirming robust economics as hyperscale capacity comes online. The Bloom Energy deal accelerates data center power delivery, potentially unlocking $4B in recurring revenue and supporting a $7–9B ARR target by 2026.

AI infrastructure firm Nebius Group's shares climbed over 10% in ​premarket trading on Thursday, after Situational ‌Awareness, a fund run by a former OpenAI employee named Leopold Aschenbrenner, ​became its biggest shareholder.

Leopold Aschenbrenner, known as one of the youngest billionaires and a former member of the OpenAI research team, has just disclosed one of his largest stock positions yet.

Nebius is a post-restructuring pure-play AI infrastructure company, rapidly scaling revenue and capacity with disciplined execution. Q1 2026 revenue surged 684% to $339M, EBITDA turned positive, and net income reached $621.2M, demonstrating operational leverage. Major strategic wins include a $27B, five-year Meta agreement and acquisitions advancing NBIS up the AI workload stack.