Latest news with #NVIDIAGB200GraceBlackwellSuperchip
Yahoo
2 days ago
- Business
- Yahoo
NBIS vs. GOOGL: Which AI Infrastructure Stock is the Smarter Buy?
Nebius Group N.V. NBIS is an upcoming player in the AI-infrastructure market, while Alphabet GOOGL is an established tech behemoth. The AI boom is fueling an unprecedented surge in demand for high-performance cloud and data-center infrastructure. Per an IDC report, spending on AI infrastructure is expected to top $200 billion by 2028. While both are positioned to benefit from the same megatrend, one is a high-risk disruptor, the other a cash-rich incumbent. Now the question remains: Which stock has more upside potential? Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. Nebius: A Fast-Growing Pure-Play AI Infra Provider Based in Amsterdam, Nebius is a neo cloud company. NBIS builds full-stack infrastructure for AI, like large-scale GPU clusters, cloud platforms, and tools and services for developers. Collaboration with Saturn Cloud and deeper NVIDIA (NVDA) integration bodes well. It recently announced the general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for its customers in Europe. NBIS' ambitious 2025 targets have captured investors' attention following a remarkable 385% year-over-year revenue increase in the first quarter of 2025 and a 700% surge in annualized run-rate revenue (ARR). It expects $750 million to $1 billion in ARR and $500-$700 million in total revenues. The company appears well-positioned to pursue its goals. ARR reached $310 million in April, indicating strong momentum for the second quarter. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. Backed by a $700 million funding round involving high-profile investors like NVIDIA and Accel in December 2024, Nebius is expanding aggressively in North America and Europe. In June 2025, NBIS announced private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and drive-up revenue opportunities in 2026. However, higher capex can be a concern if revenues do not keep up the required pace to sustain such high capital intensity, especially in a macro environment where AI demand cycles could fluctuate due to competitive pricing and regulatory changes. Nebius faces tremendous competition in the AI cloud infrastructure space, which boasts behemoths like Amazon, Microsoft and Alphabet, as well as small players like CoreWeave. Despite its exceptional top-line growth, NBIS remains unprofitable, with management reaffirming that adjusted EBITDA will be negative for the full year 2025. Though it added that adjusted EBITDA will turn positive at 'some point in the second half of 2025.' Alphabet: Structurally Dominant Force Alphabet is one of the dominant names in the AI cloud infrastructure space with its Google Cloud. It leads the cloud computing space, along with Microsoft and Amazon Web Services. In first-quarter 2025, Google Cloud revenues increased 28% year over year to $12.3 billion (13.6% of total first quarter of 2025 revenues), with operating income coming in at $2.2 billion. Google Cloud revenue growth benefited from strong GCP growth and a solid demand for AI infrastructure and generative AI solutions. Google's focus on TPUs and GPUs bodes well. Its seventh-generation TPU is designed specifically for inference at scale. Alphabet is benefiting from its partnership with NVIDIA. Google Cloud was the first cloud provider to offer NVIDIA's B200 and GB200 Blackwell GPUs and will be offering its next-generation Vera Rubin GPUs. The introduction of 2.5 flash, Imagen 3 and Veo 2 augurs well. GOOGL launched Gemma 3, a collection of lightweight, state-of-the-art open models that can run on a single GPU or TPU. Google's network is supported by over 2 million miles of fiber and 33 subsea cables. Apart from expanding AI infrastructure and cloud footprint, its dominant position in the search domain is a key catalyst. In first-quarter 2025, GOOGL witnessed a double-digit revenue growth in Search. Driven by strength in YouTube and Google One, Alphabet surpassed 270 million paid subscriptions. Apart from business diversification, Alphabet's has stupendous financial resources. Alphabet generated $36.15 billion of cash from operations in the first quarter of 2025 and had cash. Cash equivalents and marketable securities were $95.328 billion at the quarter-end. However, the intense competition from Azure and AWS is concerning. Heavy capex spend could strain margins if AI returns do not materialize. The company expects to invest roughly $75 billion in capital expenditures in 2025, targeted at building up technical infrastructure, mainly for servers, followed by data centers and networking. NBIS Shares vs. GOOGL NBIS shares have gained 11.2%, while the GOOGL stock has appreciated 12% over the past month. Image Source: Zacks Investment Research Valuation for GOOGL & NBIS Valuation-wise, both Alphabet and Nebius are overvalued, as suggested by the Value Score of C and the Value Score of F, respectively. Image Source: Zacks Investment Research In terms of Price/Book, NBIS shares are trading at 3.94X, lower than GOOGL's 6.50X. How Do Zacks Estimates Compare for NBIS & GOOGL? Analysts have significantly revised their earnings estimates downward for NBIS' bottom line for the current year. Image Source: Zacks Investment Research For GOOGL, there is a marginal upward revision. Image Source: Zacks Investment Research NBIS or GOOGL: Which is a Better Pick? GOOGL currently carries a Zacks Rank #3 (Hold) while Nebius has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. As per the Zacks Rank, GOOGL emerges as a better pick for investors seeking an AI infrastructure stock with long-term growth potential. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
12-06-2025
- Business
- Yahoo
Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell
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 artificial intelligence (AI) infrastructure. The move underscores Nebius' commitment to accelerating AI innovation across Europe and beyond by integrating NVIDIA's powerful computing technology into its AI Cloud platform. In addition to launching GB200 support, Nebius has rolled out several new integrations with NVIDIA's AI ecosystem. These include the expansion of Nebius AI Cloud with NVIDIA AI Enterprise software, early access to NVIDIA Blackwell architecture through NVIDIA DGX Cloud Lepton, and first-in-Europe availability of NVIDIA Hopper GPUs via the Brev platform. Nebius will also introduce instances with the RTX PRO 6000 Blackwell Server Edition later this year. Nebius Group N.V. price-consensus-chart | Nebius Group N.V. Quote Nebius has already put the NVIDIA GB200 platform to work, collaborating with research group LMArena and NVIDIA to bring LMArena's Prompt-to-Leaderboard (P2L) system into production. Trained in just four days using NVIDIA DGX Cloud infrastructure on Nebius, the P2L system dynamically routes real-time user queries to the most accurate and cost-effective AI models, optimizing performance through live feedback. The inclusion of NVIDIA AI Enterprise within Nebius AI Cloud further enhances its offering for enterprise customers and national AI programs. The platform provides tools such as NVIDIA NIM microservices and NVIDIA NeMo, enabling faster development and deployment of AI applications. Nebius' infrastructure is already supporting groundbreaking work. Prima Mente, a biotech firm researching neurological diseases, is using Nebius' AI Cloud to train large-scale epigenetic models. As the first European-headquartered Reference Platform NVIDIA Cloud Partner (NCP), Nebius meets EU regulatory standards, making it ideal for sovereign AI initiatives. One such project is Milestone Systems' Project Hafnia, a collaborative effort between NVIDIA and Nebius to develop a compliant, anonymized video data platform for training vision-language AI models to support smart city solutions. All data is processed and stored within the EU. The company reported first-quarter 2025 results, wherein revenues surged 385% year over year, driven by strong growth in its core AI business. Annualized run-rate revenue, or ARR, saw a 700% surge, highlighting a structurally expanding revenue base. ARR for April was $310 million, which provides a strong start for the second quarter. Nebius is carrying strong momentum into the second quarter of 2025 and remains confident in achieving its full-year ARR guidance of $750 million to $1 billion. For 2025, the company also reaffirmed its overall revenue guidance of $500 million to $700 million. In the first quarter, Nebius significantly upgraded its AI cloud infrastructure through improvements to its Slurm-based cluster. These enhancements included automatic recovery for failed nodes and proactive system health checks designed to identify issues before they impact jobs. This directly lowers downtime and boosts capacity availability. According to the company, these changes led to an estimated 5% improvement in the availability of nodes for commercial use. Nebius is making substantial investments in improving its object storage capabilities, and the upgraded storage system ensures that big data sets can be easily accessed and saved quickly during model training, directly lowering time-to-result for end users. NBIS successfully graduated multiple platform services like MLflow and JupyterLab Notebook from beta to general availability. Nebius expanded integrations with external AI platforms like Metaflow, D Stack and SkyPilot, enabling customers to migrate tools with nominal friction. Nebius currently carries a Zacks Rank #3 (Hold). Shares of the company have surged 64.4% in the past six months compared with the Zacks Internet - Software and Services industry's growth of 25.2%. Image Source: Zacks Investment Research Some better-ranked stocks from the broader technology space are Blackbaud, Inc. BLKB, Criteo S.A. CRTO and Red Violet, Inc. RDVT. BLKB sports a Zacks Rank #1 (Strong Buy), while CRTO and RDVT carry a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Blackbaud's earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while meeting in one and missing in the other, with the average surprise being 1.2%. In the last reported quarter, BLKB delivered an earnings surprise of 6.67%. Its shares have lost 17.4% in the past year. Criteo's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 32.03%. In the last reported quarter, CRTO delivered an earnings surprise of 46.67%. Its shares have decreased 29.4% in the past year. Red Violet's earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while in line in one and missing in one, with the average surprise being 21.63%. In the last reported quarter, RDVT delivered an earnings surprise of 43.48%. Its shares have surged 106.1% in the past year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Blackbaud, Inc. (BLKB) : Free Stock Analysis Report Criteo S.A. (CRTO) : Free Stock Analysis Report Red Violet, Inc. (RDVT) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-03-2025
- Business
- Yahoo
Synopsys Accelerates Chip Design with NVIDIA Grace Blackwell and AI to Speed Electronic Design Automation
Announcing Up to 30x Projected Performance Gains on the NVIDIA Grace Blackwell Platform to Speed Circuit Simulations for Next-Generation Semiconductors News Highlights: Today's GTC keynote featured Synopsys as part of the ecosystem with full-stack EDA suite acceleration across design, verification, and manufacturing on NVIDIA GPU and NVIDIA CUDA-X libraries. Leveraging the NVIDIA GB200 Grace Blackwell Superchip, Synopsys PrimeSim is projected to accelerate circuit simulation by up to 30x.1 Leveraging the NVIDIA B200 Blackwell architecture, Synopsys Proteus is projected to accelerate computational lithography simulations by up to 20x.1 NVIDIA NIM inference microservices integration driving 2x faster time-to-information with generative AI-powered Copilot.2 Optimizing more than 15 Synopsys solutions for NVIDIA Grace CPU in 2025. SUNNYVALE, Calif., March 18, 2025 /PRNewswire/ -- Synopsys Inc. (Nasdaq: SNPS) today announced the next phase of its work with NVIDIA to accelerate chip design up to 30x with the NVIDIA Grace Blackwell platform. To achieve this speedup, Synopsys announced at the GTC global AI conference that it is using NVIDIA CUDA-X libraries to optimize its solutions for next-generation semiconductor development. The company is also expanding support for the NVIDIA Grace CPU architecture and enabling more than 15 Synopsys solutions in 2025. "At GTC, we're unveiling the latest performance results observed across our leading portfolio when optimizing Synopsys solutions for the NVIDIA Blackwell platform to accelerate computationally-intensive chip design workflows," said Sassine Ghazi, president and CEO of Synopsys. "Synopsys technology is mission-critical to the productivity and capabilities of engineering teams from silicon to systems. By harnessing the performance of NVIDIA accelerated computing, we can help customers unlock new breakthroughs and deliver innovation even faster." "Chip design is one of the most complex engineering challenges in human history," said Jensen Huang, founder and CEO of NVIDIA. "With NVIDIA Blackwell and CUDA-X, Synopsys is cutting simulation times from days to hours—advancing chip design to power the AI revolution." Synopsys and NVIDIA are advancing a multi-year collaborative effort to accelerate electronic design automation (EDA) workloads. Synopsys is further applying NVIDIA accelerated compute architectures, including the NVIDIA GB200 Grace Blackwell Superchip, to achieve significant, projected runtime gains for workflows including circuit simulation, computational lithography, Technology Computer-Aided Design (TCAD), physical verification, and materials engineering. These accelerated workflows include: Circuit Simulation: Synopsys PrimeSim™ SPICE simulation workloads are projected to achieve a 30x speed up utilizing the NVIDIA Grace Blackwell platform. Today, customers can achieve up to 15x speed up utilizing NVIDIA GH200 Superchips. NVIDIA accelerated computing architectures enable the simulation of challenging circuits to achieve signoff with SPICE-level accuracy, reducing runtimes from days to hours. Computational Lithography: The production-proven choice for accelerating computational lithography for more than two decades, Synopsys Proteus™ provides optical proximity correction (OPC) software and inverse imaging technology (ILT) to resolve challenges at leading technology nodes. By leveraging NVIDIA technologies, Synopsys is delivering game-changing technology to advance this computationally-intensive manufacturing process. Today, Synopsys Proteus is optimized for NVIDIA H100 GPUs and integrated with the NVIDIA cuLitho library, achieving a 15x speed up of OPC. Leveraging the NVIDIA Blackwell platform, Synopsys Proteus is expected to accelerate computational lithography simulations by up to 20x. TCAD Simulation: Early results applying GPU-enabled capabilities and NVIDIA CUDA-X libraries to the Synopsys Sentauras™ TCAD process and device simulation solution is projected to accelerate time to results up to 10x. This solution is currently under development and is expected to be available to customers later this year. Materials Engineering: Synopsys QuantumATK® delivers atomic-scale modeling for semiconductor and materials research and development. Utilizing CUDA-X libraries on the NVIDIA Hopper architecture can accelerate time to results up to 100x, enabling customers to simulate and analyze a wide range of materials with greater efficiency. Synopsys plans to continue enabling accelerated computing on NVIDIA platforms throughout its portfolio. Advancing Synopsys Solutions with NVIDIA AI SoftwareSynopsys and NVDIA's efforts to accelerate chip design extend to speeding chip design with generative AI using NVIDIA NIM microservices: Generative AI Software for Chip Design: Today, customers using Synopsys' Gen AI-powered knowledge assistant, Copilot, are realizing an average 2x productivity improvement compared to prior methods. The integration of NVIDIA NIM microservices is projected to enable an additional 2x speedup for even faster time to answers.2 Optimizing Synopsys EDA with Grace CPU Additionally, Synopsys is enabling more than 15 solutions using the Grace CPU architecture for Synopsys EDA workloads spanning circuit simulation, physical verification, static timing analysis, and functional verification. The company plans to further increase support on the Grace CPU architecture in 2025. Synopsys at GTC 2025Synopsys is demonstrating at GTC 2025 March 18th through 21st in booth #222 in the Design and Simulation Pavilion. The company is also presenting sessions on semiconductor manufacturing and materials engineering and AI-driven chip design. For more information about Synopsys' presence at GTC, visit 1 Compared to CPU-based models.2 Copilot knowledge assistance without NVIDIA NIM integration. About SynopsysCatalyzing the era of pervasive intelligence, Synopsys, Inc. (Nasdaq: SNPS) delivers trusted and comprehensive silicon to systems design solutions, from electronic design automation to silicon IP and system verification and validation. We partner closely with semiconductor and systems customers across a wide range of industries to maximize their R&D capability and productivity, powering innovation today that ignites the ingenuity of tomorrow. Learn more at © 2025 Synopsys, Inc. All rights reserved. Synopsys, the Synopsys logo, and other Synopsys trademarks are available at Other company or product names may be trademarks of their respective owners. Forward-Looking StatementsThis press release contains forward-looking statements, including, but not limited to, statements regarding strategies related to products, technology and services and planned product releases and capabilities. These statements involve risks, uncertainties and other factors that could cause our actual results, time frames or achievements to differ materially from those expressed or implied in such forward-looking statements. Such risks, uncertainties and factors that could affect Synopsys' results is included in filings we make with the SEC from time to time, including in the sections entitled "Risk Factors" in our latest Annual Report on Form 10-K and in our latest Quarterly Report on Form 10-Q. The information provided herein is as of March 18, 2025. Synopsys undertakes no duty to, and does not intend to, update any forward-looking statement, whether as a result of new information, future events or otherwise, unless required by law. Editorial ContactKelli WheelerSynopsys, View original content to download multimedia: SOURCE Synopsys, Inc.
