Northland Backs Nebius as a Top Pick for 2026
Northland names Nebius a top stock for 2026, keeping an Outperform rating and a $211 target, driven by Microsoft backing and power visibility.
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Citizens JMP Launches Bullish Coverage on Four High-Power Infrastructure Players
Citizens JMP initiated coverage on Nebius, Iren, Riot Platforms, and Cipher Mining with Outperform ratings, citing critically scarce power supply for high-performance computing and AI as a major growth driver.
Nebius Secures $3B Meta Deal, Projects Explosive Growth Through 2026
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.
Nebius Launches “Token Factory” to Power Open Source AI Models
Nebius Group NV introduces Token Factory, a new AI cloud service that lets users run open source models like Llama and DeepSeek, competing with Amazon and Microsoft in the growing AI infrastructure market.
The $33 Billion Bet: How Microsoft's Neocloud Strategy is Dominating the AI Capacity Race
Microsoft is addressing the severe AI data center shortage and fueling its internal and customer AI demand by investing over $33 billion in "neocloud" providers, shifting infrastructure strategy, and gaining crucial financial flexibility.
Nebius Soars with $19.4 Billion Microsoft AI Deal
Nebius secured a $17.4B-$19.4B deal to provide Microsoft with GPU infrastructure for AI, addressing Microsoft's capacity shortage. The deal boosts Nebius's growth & confirms its leadership as a "neocloud player".