Website: [nebius.com](https://nebius.com) ### Introduction Nebius Group N.V., established as a prominent player in the AI infrastructure space, was formerly part of the Yandex group before its restructuring and rebranding to focus on AI and cloud computing solutions. While the exact founding year under the Nebius name is not widely specified in public records, its origins trace back to Yandex's technology initiatives, which began in 1997. Headquartered in Amsterdam, Netherlands, Nebius operates with a global footprint, including significant operations in the United States and Europe. Employee count specifics are not publicly disclosed in the latest data, but as a large-scale tech infrastructure provider, it likely employs thousands across its operations. Nebius's mission centers on providing the most efficient cloud infrastructure for AI explorers, enabling the building, tuning, and running of AI models and applications on high-performance hardware like NVIDIA GPUs ([nebius.com](https://nebius.com)). Nebius is a publicly traded company listed on the NASDAQ under the ticker symbol NBIS. The company has positioned itself as a leader in AI compute infrastructure, focusing on GPU-dense data centers to meet the escalating demands of artificial intelligence workloads. Its strategic partnerships with tech giants and focus on sustainability underscore its role in shaping the future of AI infrastructure. ### Key Products and Technology Nebius specializes in high-performance computing (HPC) infrastructure tailored for AI workloads. Below are the key offerings based on the latest available information: - **Nebius AI Cloud (Version 3.1)** - Cloud Computing Platform - **Technical Specifications**: Integrates NVIDIA Blackwell Ultra compute systems, including GB300 NVL72 supercomputer nodes, and operates on 800 Gbps NVIDIA Quantum-X800 InfiniBand for doubled interconnect throughput. This setup significantly enhances cluster bandwidth for distributed AI workloads. - **Energy Source**: Primarily relies on grid electricity with a focus on energy-efficient designs for data centers; specific fuel types are not detailed but sustainability is a core principle. - **Key Differentiators**: First cloud provider in Europe to deploy NVIDIA HGX B300 and GB300 NVL72 systems in production, offering real-time GPU visibility and capacity reservation for enterprise customers. Emphasizes governance and developer freedom for scaling AI applications. - **Development Stage**: Operational, with recent upgrades announced in December 2025. - **Target Customers**: Enterprises moving from AI pilots to full-scale production, including tech giants like Microsoft and Meta, and other AI-focused businesses. - **GPU-as-a-Service Solutions** - Compute Infrastructure Service - **Technical Specifications**: Features NVIDIA H200 and GB300 GPUs with high-performance data storage integration (via partnerships like WEKA). Achieves 97% of benchmark performance as an NVIDIA-certified cloud. - **Energy Source**: Similar to Nebius AI Cloud, with a focus on power efficiency for GPU-dense environments. - **Key Differentiators**: Provides steadier performance without networking bottlenecks or cost swings common in hyperscalers, earning NVIDIA Exemplar Status for H200 GPU clusters. - **Development Stage**: Operational, with ongoing expansions in the US and Europe. - **Target Customers**: AI developers, data centers, and enterprises requiring scalable compute resources. ### Regulatory and Licensing Status As Nebius operates in the AI and cloud infrastructure sector rather than nuclear energy, it is not subject to Nuclear Regulatory Commission (NRC) oversight. Instead, its regulatory considerations likely involve compliance with data privacy laws (e.g., GDPR in Europe), environmental regulations for data center operations, and energy usage standards. Specific regulatory milestones or filings related to energy consumption or environmental impact are not publicly detailed in the latest data. However, Nebius emphasizes sustainability as a design principle, suggesting alignment with energy efficiency standards ([nebius.com/newsroom](https://nebius.com/newsroom)). There are no specific timelines for regulatory approvals as they pertain to compute infrastructure rather than nuclear licensing, and commercial deployment is already underway with operational data centers. ### Team and Leadership Detailed information on Nebius’s executive team is limited in the most recent public sources. The company’s leadership structure is not extensively profiled in current news or on its official website beyond general mentions of its management team driving AI infrastructure innovation. Specific names, roles, or social media handles for key executives like the CEO or CTO are not verified or widely available in the context of this report. For the most current leadership updates, stakeholders are encouraged to refer to Nebius’s investor relations page or SEC filings ([nebius.com](https://nebius.com)). ### Funding and Financial Position Nebius has demonstrated significant financial momentum in 2025. The company raised $3 billion in September 2025 to fuel growth in its AI cloud business, following a $17.4 billion deal with Microsoft for compute infrastructure ([Reuters](https://www.reuters.com/business/ai-infrastructure-company-nebius-raise-3-billion-fuel-growth-2025-09-10/)). Additionally, a $700 million funding round was reported in December 2024, with participation from NVIDIA and other investors, aimed at US expansion ([Posts on X](https://x.com)). As a public company listed on NASDAQ under NBIS, Nebius’s market cap and recent stock performance are accessible via financial platforms like Robinhood, though exact figures are not static and should be checked in real-time ([Robinhood](https://robinhood.com/us/en/stocks/NBIS/)). Analysts note a 34% upside potential, reflecting strong market confidence ([Seeking Alpha](https://seekingalpha.com/article/4836257-nebius-group-ai-infrastructure-powerhouse-with-significant-upside-ahead)). Key strategic backers include NVIDIA, and revenue generation is active with multi-billion-dollar contracts from Microsoft and Meta, indicating a shift beyond pre-revenue status to commercial scale. ### Recent News and Developments | Date | Event | Details | |---------------|------------------------------------|-----------------------------------------------------------------------------------------------| | Dec 17, 2025 | Launch of Nebius AI Cloud 3.1 | First in Europe to deploy NVIDIA GB300 NVL72 Blackwell Ultra systems with 800 Gbps InfiniBand. | | Nov 11, 2025 | $3B AI Infrastructure Deal with Meta | Agreement to deliver compute infrastructure to Meta Platforms for AI workloads. | | Oct 31, 2025 | Analyst Buy Rating | Seeking Alpha rates NBIS with a 34% upside, citing strong AI infrastructure and partnerships. | | Sep 10, 2025 | $3B Funding Announcement | Raised $3 billion to fuel growth in AI cloud business, post-Microsoft deal. | | Sep 8, 2025 | $17.4B Deal with Microsoft | Multi-year agreement to provide dedicated capacity from Vineland, NJ data center. | ### Partnerships and Collaborations - **Microsoft**: A $17.4 billion multi-year agreement to deliver dedicated AI compute capacity from Nebius’s Vineland, NJ data center, leveraging over 100,000 NVIDIA GB300 GPUs. This partnership positions Nebius as a critical supplier for Microsoft Azure’s 39% growth trajectory ([nebius.com/newsroom](https://nebius.com/newsroom)). - **Meta Platforms**: A $3 billion deal announced in November 2025 to provide AI infrastructure, enhancing Nebius’s role in supporting large-scale AI deployments for social media and tech applications ([Proactive Investors](https://www.proactiveinvestors.co.uk/companies/news/1082274)). - **NVIDIA**: Strategic collaboration granting Nebius Exemplar Status for H200 GPU clusters, integrating cutting-edge Blackwell Ultra systems, and co-investing in expansion efforts like the $700 million round in 2024. This partnership ensures access to top-tier hardware ([Posts on X](https://x.com)). - **WEKA**: A partnership for GPU-as-a-Service solutions, integrating high-performance data storage into Nebius AI Cloud to empower customers with scalable compute and storage resources ([Posts on X](https://x.com)). ### New Hampshire Relevance Nebius’s focus on AI compute infrastructure presents a potential fit for [[New Hampshire]], particularly given the state’s growing interest in technology and data center development. While Nebius’s operations are not directly tied to nuclear energy like [[Seabrook Station]], its GPU-dense data centers could complement New Hampshire’s ISO-NE grid by providing high-efficiency compute capacity for regional data needs. The technology is already operational, aligning well with NH’s potential deployment timelines for tech infrastructure. Although Nebius has not explicitly mentioned NH in its expansion plans, its focus on the Northeast US (e.g., New Jersey campus) suggests proximity and interest in the region. Potential applications include powering data centers for local businesses or supporting industrial AI workloads. Alignment with NH legislative initiatives like HB 710 or SMR provisions is indirect, as Nebius addresses energy efficiency rather than nuclear power, but its sustainability focus could resonate with state goals for green tech. No specific NH connections are documented, but outreach to state economic development offices could explore opportunities. ### Competitive Position Nebius competes in the AI infrastructure space with companies like [[CoreWeave]], [[[[Lambda Labs]]]], and hyperscalers such as AWS and Google Cloud. Compared to [[CoreWeave]], which also focuses on GPU cloud services for AI, Nebius stands out with its multi-billion-dollar contracts with Microsoft and Meta, and its early adoption of NVIDIA’s latest Blackwell Ultra systems. Against AWS and Google Cloud, Nebius offers specialized AI compute without the broader service bloat of hyperscalers, potentially providing cost and performance advantages as noted in its NVIDIA Exemplar Status. However, risks include dependency on NVIDIA hardware supply chains and intense competition for power resources, as data centers face scrutiny for energy and water usage ([Posts on X](https://x.com)). Nebius’s sustainability focus and modular data center designs provide a unique edge in addressing these challenges. ### Closing Note Nebius is at a commercial-scale stage with robust growth trajectory and a strong outlook driven by major partnerships and cutting-edge AI infrastructure deployments. *Report generated December 24, 2025*