Nebius Group NV
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Nebius Group NV
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Nebius Group NV
Nebius Group NV is a technology company focused on building and running infrastructure for artificial intelligence. Its core business is an AI cloud that gives developers, startups, and enterprise teams access to large-scale computing power, especially graphics chips, along with the software and tools needed to train and run AI models. It also has other AI-related businesses that support the same ecosystem, including data services, education, and autonomous driving projects. The company makes money mainly by charging customers for cloud usage and related services. Customers pay for the computing capacity, storage, and managed infrastructure they use, rather than buying the hardware themselves. That puts Nebius in the middle of the AI value chain: it supplies the specialized computing layer that AI builders need before they can create products for end users. What makes Nebius different is its focus on AI infrastructure rather than general-purpose cloud services. Instead of trying to serve every kind of IT workload, it concentrates on high-performance systems built for AI training and inference. That narrower focus can make it a useful partner for companies that need specialized computing and want a provider designed around AI workloads from the start.
Nebius Group NV is a technology company focused on building and running infrastructure for artificial intelligence. Its core business is an AI cloud that gives developers, startups, and enterprise teams access to large-scale computing power, especially graphics chips, along with the software and tools needed to train and run AI models. It also has other AI-related businesses that support the same ecosystem, including data services, education, and autonomous driving projects.
The company makes money mainly by charging customers for cloud usage and related services. Customers pay for the computing capacity, storage, and managed infrastructure they use, rather than buying the hardware themselves. That puts Nebius in the middle of the AI value chain: it supplies the specialized computing layer that AI builders need before they can create products for end users.
What makes Nebius different is its focus on AI infrastructure rather than general-purpose cloud services. Instead of trying to serve every kind of IT workload, it concentrates on high-performance systems built for AI training and inference. That narrower focus can make it a useful partner for companies that need specialized computing and want a provider designed around AI workloads from the start.
Strong quarter: Nebius said Q1 revenue rose 684% year over year to $399 million, helped by demand that continued to exceed available supply and by higher pricing.
Outlook raised: Management lifted 2026 CapEx guidance to $20 billion to $25 billion from $16 billion to $20 billion, citing strong demand and visibility into 2027 demand already under contract.
Margins improved: Group adjusted EBITDA reached $130 million with a 32% margin, while Nebius AI adjusted EBITDA margin climbed to 45% as the business benefited from operating leverage and pricing.
Demand remains tight: Executives said the company stayed sold out, pipeline grew 3.5x sequentially, and several customers were competing for each GPU brought online.
Big contracts: Management highlighted the $27 billion Meta deal and said it can support financing for new clusters while leaving flexibility to sell capacity to other customers at market prices.
Funding strengthened: Nebius ended Q1 with $9.3 billion of cash and said it has multiple financing tools available, including asset-backed financing, corporate debt and an at-the-market program.
