Nebius: Why I’m Going All‑In

Nebius Group N.V. (NASDAQ: NBIS) is being touted as a “once‑in‑a‑lifetime” winner in the AI infrastructure race. The Dutch‑based company posted a stellar 355% year‑over‑year revenue jump in Q3 2025, pulling in approximately $146.1 million, driven by insatiable demand for high‑performance GPU clusters. A key catalyst: Nebius’ newly announced $3 billion, five‑year deal with Meta Platforms to supply AI compute infrastructure — the contract underscores the urgency of firms to secure capacity in the AI boom. Complementing that is a previously struck multibillion‑dollar agreement with Microsoft Corporation, which offers further validation of Nebius’ business model. Key expectations: Nebius is targeting an annualized revenue run‑rate (ARR) of $7 billion‑$9 billion by end‑2026, up from its current ARR in the low‑hundreds of millions. On the flip side: The company is not yet profitable — its net loss widened significantly due to steep capital expenditures (nearly $956 million in the quarter on GPUs, land, power). Despite the risk, the analysis argues that the combination of explosive growth, top‑tier hyperscaler deals and an attractive growth runway makes Nebius a high‑upside AI infrastructure play that could multiply its market cap many times over. #Nebius #AIinfrastructure #MetaDeal #GrowthStocks #SlimScan #GrowthStocks #CANSLIM