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Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud platforms, and essential tools and services for developers. The group also includes Toloka AI, which functions as a data solutions provider, assisting with various phases of generative…

Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.

NBIS is signing multiyear AI-cloud contracts exceeding $1 billion on average, supported by strong demand for GPU capacity and attractive contract economics. Customer prepayments cover 50% to 60% of associated capacity capex, improving cash conversion and reducing capital payback periods. Nebius charges $7.15 per hour for B200 capacity, above the broader market benchmark, while short-duration capacity can earn materially higher revenue per megawatt of capacity.

Nebius Group N.V. (NBIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir's preferred sovereign AI infrastructure partner.

Palantir and Nebius announced a partnership to work together on sovereign AI. The move should give Nebius access to a valuable new customer base.