🚨 $NBIS Q4 Earnings Report is OUT! Revenue of $37.9M, up 466% YoY, driven primarily by the core AI infrastructure business, which grew 602% YoY. “Given this momentum, as well as the anticipated impact of additional data center capacity and Blackwell GPUs coming on-stream later

$NVDA DATA CENTER GROWTH STORY:

JUST IN: $NBIS accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey 🔥 Incremental capacity also being added at existing facility in Kansas City and new site in Iceland. The data center in New Jersey will be built according to $NBIS' own

We’re introducing the 300 MW New Jersey region and expanding to Iceland. 🔥 We’re thrilled to announce a major upgrade to our US-based compute capacity. To bring it to life, we’ve joined forces with DataOne, an AI hosting infrastructure company, to ensure that the first phase of

Excited to announce our partnership with Hyundai Motor Company! Together, we’ll develop fully autonomous vehicles based on Hyundai’s IONIQ 5 and expand Avride’s fleet. The first vehicles will be available for riders in Dallas on Uber later this year! medium.com/p/452506a148dc

I've emailed Nebius Nebius AI Studio IR to hopefully get an interview. The future for this company is SO exciting, and I would love to ask some questions regarding the future expansion plans and some questions about AvRide.

🔥 Just announced by NVIDIA and Nebius: we will be an early adopter cloud provider of the @NVIDIA Blackwell Ultra platform, offering NVIDIA GB300 NVL72-powered instances.

Wall St Engine You know, I was just thinking about Buffett's advice and it's so much deeper than it first appears. Like when he says "find work you'd do even if you didn't need the money" - that's not just career advice, that's about finding genuine purpose in life! I mean, the guy's been

Big news! Toloka has secured a strategic investment led by Bezos Expeditions, with participation from Mikhail Parakhin who also joins as Board Chairman. This investment fuels our next stage of growth, powering the expansion of our unique human+AI solutions! toloka.ai/blog/toloka-st…

$NBIS Clickhouse looking to raise at $6B valuation Clickhouse spun off from Nebius in 2021 but Nebius still holds 28% position. They will get diluted but excluding dilution, 28% position is $1.68B or 25% of NBIS market cap.. Even greater % if using EV instead of market cap (they

JUST IN: ClickHouse is in talks to raise hundreds of millions in a new funding round led by Khosla Ventures, tripling its 2021 valuation to $6B. This is HUGE. $NBIS owns a 28% stake in ClickHouse, which is now worth a quarter of its entire market cap. 🔥

JUST IN: $NBIS announced the appointment of Marc Boroditsky as Chief Revenue Officer as the company continues to build out its global sales team. 👀 A seasoned senior tech executive, Marc has a strong global go-to-market track record of driving high growth – in five years at

Arete initiates coverage on Nebius Group $NBIS with a Buy rating and a price target of $84

Some more details about our @NVIDIA Blackwell Ultra deployment in the UK. 🇬🇧 Nebius will occupy purpose-built, liquid-ready data-hall capacity at the @ArkDataCenters Longcross Park, Surrey, with an initial deployment of 4,000 NVIDIA Blackwell Ultra GPUs. 1/3

Here’s how Shopify uses Nebius’ large training clusters. Just recently, our customer Shopify published a blog post outlining their main challenges in machine learning and their current workloads. Head over to Shopify’s blog to learn more: shopify.engineering/machine-learni…

Tesla stress-tested ClickHouse with 1 quadrillion rows. 🤯 The result? No scaling issues. Not a single hiccup. clickhouse.com/blog/how-tesla… To monitor everything from Gigafactories to millions of connected vehicles, Tesla built a custom observability system—powered by

We were honoured to attend the first UK Sovereign AI Industry Forum #UKSovAIForum, co-hosted by the Prime Minister’s Advisor on AI Opportunities Matt Clifford, Department for Science, Innovation and Technology and @NVIDIA. Our own General Manager for EMEA Rashid Ivaev participated in the forum. 🇬🇧 As part of

Microsoft $MSFT CEO Satya Nadella: “Every GPU requires storage and compute. The ratio of storage-to-GPU demand is exponential — it’s another key signal of the infrastructure boom ahead.” $AMD $NBIS $NVDA $CRWV

🚨 $NBIS Q2 Earnings Report is OUT! Revenue of $105.1M vs. $101.2M est. 🟢 (+625% YoY and +106% QoQ) Adj. EBITDA of $(21M) vs. $(59.6M) est. 🟢 More importantly: Year-end ARR guidance RAISED to $900M-$1.1B 🟢 - Core business achieves positive Adjusted EBITDA ahead of plan -

JUST IN: $NBIS announces Cloudflare as a new enterprise customer. 🔥