I used the setback at $NBIS (+3,78 %) to buy additional shares - I now own 55 shares in the company worth around €3k. I will buy more after further setbacks.
Nebius is in an exciting growth phase: the company is building a world-leading AI infrastructure platform and is benefiting enormously from the increasing demand for powerful cloud solutions for AI applications.
With a focus on highly scalable GPU data centers and cutting-edge proprietary technology, Nebius is driving the next generation of AI workloads. The strategy is based on the expansion of large data centers in Europe and the USA, including significant investments of over 1 billion US dollars in 2025. This includes the use of the latest NVIDIA Blackwell GPUs and cooperation with leading partners such as NVIDIA.
Nebius' vision is to be a specialized "neocloud" provider, bridging the gap between traditional hyperscalers and smaller AI startups with tailored computing resources. The company is pursuing ambitious growth with projected revenues of over 1 billion US dollars (ARR) by the end of 2025 and is expanding its capacity to over 1 gigawatt by 2026.
