Latest news with #Nebius'
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
Korea Herald
10-06-2025
- Business
- Korea Herald
WEKA and Nebius Partner to Catalyze AI Innovation With Ultra-High-Performance Cloud Infrastructure Solution
CAMPBELL, Calif., June 11, 2025 /PRNewswire/ -- WEKA, the AI-native data platform company, and Nebius (NASDAQ: NBIS), a leading AI infrastructure company, today announced a partnership that delivers a powerful GPU-as-a-Service (GPUaaS) solution integrating WEKA's advanced data storage software with Nebius' full-stack AI cloud platform. The collaboration enables customers to scale compute and storage resources on demand with ultra-high performance and microsecond latency for efficient AI model training and precision AI inference. Organizations that run AI model training and inference processes at scale often face challenges related to compute, memory, storage, and data management, which can impede innovation. As demand for modern AI infrastructure grows, organizations are embracing specialized neoclouds for access to turnkey infrastructure that can power their AI ambitions. In turn, neoclouds are seeking innovative ways to optimize the performance and efficiency of their GPU data center infrastructure. Nebius AI Cloud delivers a cutting-edge, cost-optimized neocloud environment that empowers innovators of all sizes — from enterprises to startups to research institutions — to operationalize AI workloads. To fuel the premium tier of its next-generation platform, Nebius selected WEKA's high-performance storage software to turbocharge its AI Cloud performance while effortlessly scaling from petabytes to exabytes of data. A leading research institution selected Nebius' purpose-built AI infrastructure to power its large-scale experimentation and model development efforts, reserving a multi-thousand-GPU cluster and leaning on Nebius AI Cloud's developer-friendly platform optimized for AI/ML workloads. To further tailor the environment to its exacting operational needs, the customer requested the integration of WEKA's data platform, citing previous success with WEKA and the need for features such as user and directory quotas. With 2PB of WEKA storage deployed alongside Nebius' compute infrastructure, the institution now benefits from a high-performance, scalable, and fully managed platform that supports the rigorous demands of cutting-edge AI research. "WEKA exceeded every expectation and requirement we had," said Danila Shtan, CTO at Nebius. "The WEKA solution not only delivers outstanding throughput, IOPS, and low latency at scale while effortlessly managing mixed read and write workloads, but it also provides exceptional metadata management and streamlined multitenancy." "We are proud to be collaborating with Nebius to deliver high-performance, cloud-based solutions that maximize their AI innovation while minimizing infrastructure complexity," said Liran Zvibel, cofounder and CEO at WEKA. "Together, Nebius and WEKA are redefining what's possible when high-performance storage meets AI-first infrastructure, providing a unified solution that is a catalyst for enterprise AI and agentic AI innovation." Learn more about the Nebius AI Cloud solution powered by WEKA: About Nebius Nebius is a technology company building full-stack infrastructure to service the explosive growth of the global AI industry, including large-scale GPU clusters, an AI-native cloud platform, and tools and services for developers. Headquartered in Amsterdam and listed on Nasdaq, the Company has a global footprint with R&D hubs across Europe, North America and Israel. The Nebius AI Cloud platform has been built from the ground up for intensive AI workloads. With proprietary cloud software architecture and hardware designed in-house, Nebius gives AI builders the compute, storage, managed services and tools they need to build, tune and run their models. To learn more, visit About WEKA WEKA is architecting a new approach to the enterprise data stack built for the era of agentic AI. The WEKA® Data Platform sets the standard for AI infrastructure, providing a cloud and AI-native foundation for enterprise AI that can be deployed anywhere with seamless data portability across on-premises, cloud, and edge environments. It transforms legacy data silos into dynamic data pipelines that dramatically increase GPU utilization and make AI model training, inference, and HPC workloads run faster and more efficiently, delivering microsecond latency performance at scale. WEKA is helping the world's most innovative enterprises and research organizations to accelerate time to market, discovery, and insights with AI, including 12 of the Fortune 50. Visit to learn more, or connect with WEKA on LinkedIn and X.
Yahoo
05-06-2025
- Business
- Yahoo
Why Shares of Nebius Group Are Soaring This Week
Nebius successfully raised $1 billion through convertible notes earlier this week. The new capital will help the company accelerate growth. A Wall Street analyst initiated coverage on the company with a very bullish price target. 10 stocks we like better than Nebius Group › Since last Friday, shares of the artificial intelligence (AI) data center company Nebius Group (NASDAQ: NBIS) had soared roughly 29%, as of 11:57 a.m. ET Thursday. The company successfully raised capital this week and received more positive sentiment from Wall Street. On Monday, Nebius announced that it had successfully raised $1 billion through two different tranches of unsecured convertible notes. Half is in the form of 2% convertible notes due 2029, while the other half is 3% convertible notes due 2031. Nebius' founder and CEO Arkady Volozh said in a statement: Since our $700 million equity financing in December 2024, we have been scaling rapidly and expanding our global AI infrastructure footprint. The fresh capital we are raising now gives us more firepower to go faster, paving the way for increased revenue opportunities in 2026 and further accelerating us toward our medium-term target of mid-single-digit billions of dollars in revenue as a high-margin business, with potential upside. This morning, Arete Securities analyst Andrew Beale initiated coverage of Nebius with a buy rating and $84 price target, implying significant upside from current levels. Beale also said he prefers Nebius to another larger and similar company, CoreWeave, due to Nebius' more attractive valuation. While CoreWeave is more of a pure play on AI, Beale thinks Nebius' neo-cloud valuation is too low. Nebius and CoreWeave are essentially in the business of running data centers for customers looking to build and run AI applications on, so if the AI industry continues to thrive, these two companies stand to benefit. While I believe in AI's potential, I usually stay away from most AI stocks because of extremely high valuations. Nebius, however, actually came to the market last year at a very affordable valuation. The company had been delisted from the Nasdaq for close to three years due to being a Russian-owned company, although this is no longer the case. After the stock's big run, the company trades at close to an $11 billion market cap, so it's more expensive than it once was. However, if management can hit its mid-single-digit billions revenue guidance over the next few years, the stock won't look expensive at today's value. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nebius Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Bram Berkowitz has positions in Nebius Group. The Motley Fool has positions in and recommends Nebius Group. The Motley Fool has a disclosure policy. Why Shares of Nebius Group Are Soaring This Week was originally published by The Motley Fool
Yahoo
05-06-2025
- Business
- Yahoo
Why Nebius Group Stock Soared Higher Today
One stock analyst sees more than 100% upside for Nebius Group shares. Nebius' revenue growth is strong and accelerating. The artificial intelligence (AI) cloud services provider has a large cash position and recently announced another $1 billion capital raise. 10 stocks we like better than Nebius Group › Shares of artificial intelligence (AI) cloud service provider Nebius Group (NASDAQ: NBIS) are surging today. The stock jumped after one independent equity research firm began coverage on the stock with a very bullish outlook. Nebius stock was trading higher by 19.5% as of 11:05 a.m. ET. London-based Arete Research analyst Andrew Beale began coverage of the stock with a "buy" rating and a price target that seems to have taken investors by surprise. Reports say Beale set $84 as his price target, which represents a 113% increase over Wednesday's closing price. The analyst sees that significant upside after the Netherlands-based Nebius recently reported first-quarter revenue growth of 385%. That was off a low base versus last year, but the company sees continued expansion at an accelerated rate. Beale's optimism stems from the nearly 700% increase in Nebius' annualized revenue run rate. Management expects to at least triple that annualized level of revenue by the fourth quarter of this year. Its AI cloud capabilities are in high demand, and Nebius reports a strong $1.44 billion cash position as of March 31. That cash will be needed for the continued investment in cloud infrastructure to continue to scale the business. Nebius also announced a $1 billion capital raise on June 2 from the sale of convertible notes. Nebius also has a partnership with AI leader Nvidia, offering the new Blackwell Ultra AI factory platform to businesses looking "to build the next generation of agentic, reasoning, and physical AI." Investors still need to consider the risks. In addition to its capital spending needs, Nebius seeks to achieve a goal of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) later this year. That's one key metric investors should continue to monitor. That would instill more confidence in the stock and the company's ability to continue to achieve its high growth trajectory. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nebius Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Howard Smith has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Nebius Group and Nvidia. The Motley Fool has a disclosure policy. Why Nebius Group Stock Soared Higher Today was originally published by The Motley Fool 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
