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Bloomberg: AI Cloud Firm CoreWeave Eyes Filing $4 Billion IPO Within a Week
- Nvidia-backed firm seeks over $35 billion valuation in IPO
AVride (subsidiary of NBIS) partners with Rakuten in Japan:
We’re partnering with Rakuten to bring autonomous delivery to Tokyo! 🇯🇵 This is our first launch in Japan, expanding our footprint in Northeast Asia. Excited to deliver meals and groceries to Tokyo residents! Stay tuned for more! https://t.co/oUVxjqAMgH pic.twitter.com/T40ROKySpn
— Avride (@Avrideai) February 26, 2025
$NBIS announced the signing of a contract for the construction of the next phase of its data center in Mäntsälä, Finland, increasing the size by 20,000 m².
Today, $NBIS announced the signing of a contract for the construction of the next phase of its data center in Mäntsälä, Finland.
— M. V. Cunha (@mvcinvesting) February 17, 2025
Why is this important? 🤔
This marks a crucial step in the company’s strategy to triple the capacity of this data center, with a projected $1B in ARR… pic.twitter.com/D237Pu8AXt
$NBIS is up about 17% on the close of the Frankfurt Stock Exchange. That would translate to around $52.50 on the NASDAQ.
NVDA files SEC Form 13F which shows that they own around 1.2 MILLION shares (worth around $33 MILLION) of $NBIS
https://www.sec.gov/Archives/edgar/data/1045810/000104581025000013/xslForm13F_X02/information_table.xml
The AI-native Nebius GPU cloud is designed to manage the full ML lifecycle – from data processing and training through to fine-tuning and inference – all in one place.
I'm in. Have a total of 14 quantum tickets on my buy/watch list now.
Breakout on huge volume 🚀
Nebius AI Studio Introduces One of the Most Cost-Effective Suite for Text-to-image Generation With Leading Open-Source AI Models
- With the latest addition of Flux Schnell, Flux Dev, and SDXL models, Nebius AI Studio becomes one of the most competitive providers of text-to-image AI models in the market
- Nebius AI Studio’s standard capacity of 100M+ tokens per minute for text models enables app builders to scale high volumes of data while maintaining consistent performance.
January 22, 2025
AMSTERDAM--(BUSINESS WIRE)--Nebius, the ultimate cloud for AI explorers, today announced the general availability of a number of leading open-source text-to-image AI models through its Inference-as-a-Service platform, Nebius AI Studio.
Nebius AI Studio offers a comprehensive suite of AI models to address rapidly increasing demand for high-quality, scalable AI image generation with flexible per-unit pricing. With the newly added models – Flux Schnell and Flux Dev by Black Forest Labs and SDXL – users will have access to high-volume, premium-quality output with usage-based pricing.
“By introducing text-to-image generation, we’re enabling the next generation of app builders to turn ideas into visuals and create at scale without limits,” said Roman Chernin, Co-founder and Chief Business Officer at Nebius.
“We are excited to make image generation models accessible to AI creators everywhere, contributing to a new wave of creativity and playing a key role in the AI revolution that is transforming businesses and boosting creative industries. In the future, we plan to expand further by adding video models, increasing possibilities for dynamic content creation across industries.”
Nebius AI Studio's latest release of its 'text-to-image' service is designed for creative professionals and businesses alike. This tool leverages AI technology to transform text prompts into stunning, high-quality images, boosting the content creation process. Existing users will be able to discover the vast possibilities this service offers, from generating product visuals and marketing materials to creating engaging media content. With its user-friendly interface and lightning-fast rendering capabilities, Nebius AI Studio's text-to-image offering empowers existing users to bring their ideas to life with ease and speed, increasing levels of productivity.
Recognized by Artificial Analysis for its cost efficiency, Nebius AI Studio is built on top of a robust, full-stack AI infrastructure that integrates cloud technology and API capabilities. As the only AI cloud service provider with proprietary infrastructure, Nebius AI Studio eliminates unnecessary costs and offers a flexible pricing model to its customers, helping businesses maintain healthy unit economics as they scale.
Nebius AI Studio’s standard capacity of 100M+ tokens per minute for text models enables app builders to scale high volumes of data while maintaining consistent performance. The platform’s API, with unlimited throughput delivery, ensures fast and efficient processing of data without significant delays that often hinder production deployment.
Nebius AI Studio offers a versatile solution for any AI builder aiming to leverage content creation. Users can access the new models via a single API in Nebius AI Studio Playground, a user-friendly interface for model comparison and advanced customization options. The platform’s key features ensure seamless enterprise-scale image generation for diverse applications, from large-scale marketing campaigns and e-commerce product visualization to gaming, education, and advertising.
Nebius AI Studio is committed to ensuring compliance with current legislation, including the recent EU AI Act. The company prioritizes data security and privacy and provides customers with a Privacy Policy and Data Processing Agreement to ensure full transparency and legal compliance.
https://www.businesswire.com/news/home/20250122302443/en/
Yes, it hit an all-time high of $40.20 and it is looking very strong.
<< not a single analyst reporting on it yet >>
I have found 2 analysts covering:
- Yesterday, BWS Financial initiated coverage on with a BUY rating and a $51.00 price target
- Previously, LSEG (London Stock Exchange Group) started coverage at OUTPERFORM.
This company is starting to move now, all this since the recent IPO, and not a single analyst reporting on it yet.
Investment analysts at BWS Financial initiated coverage on shares of Nebius Group in a note issued to investors on Monday, Marketbeat.com reports. The firm set a "buy" rating and a $51.00 price target on the stock. BWS Financial's target price would indicate a potential upside of 48.86% from the company's previous close.
https://www.marketbeat.com/instant-alerts/nebius-group-nasdaqnbis-coverage-initiated-by-analysts-at-bws-financial-2025-01-13/
$NBIS is a BEAST....
🚀
Here is a new video on $NBIS. There isn't really anything new, but it gives a good overview of the company.
There is a new article on $NBIS on the Bloomberg website, but it is behind a paywall.
https://www.bloomberg.com/news/features/2025-01-10/russian-tech-billionaire-arkady-volozh-leaves-yandex-for-ai-upstart-nebius
LSEG (London Stock Exchange Group) has $NBIS at OUTPERFORM.
Crossroads Capital: Research Report
Conclusion
Nebius represents a compelling investment opportunity at a critical juncture in the AI infrastructure market, with multiple call options on what could be a leading full-stack AI platform. Still seen as a newcomer, the company has extensive experience in AI cloud services. With a highly capable management team led by founder Arkady Volozh and a proven ability to execute complex strategic pivots, Nebius is well-equipped to scale rapidly while navigating the complexities of a fast-evolving market. Despite its origins in Yandex and the lingering perception of its Russian ties, Nebius has successfully redefined itself as a Western-focused, growth-oriented enterprise, operating independently with a significant cash balance and no debt. This financial flexibility, coupled with a strategic partnership with Nvidia, positions the company to overcome execution and financing challenges, scale its GPU capacity, and achieve significant ARR growth beyond 2025. Catalysts over the next 12 months – including equity/debt financing for GPU capacity expansion, potential anchor customers, strategic asset sales, and an IPO of its closest peer CoreWeave – are likely to drive a meaningful re-rating of the stock. As of December 5, 2024, Nebius is trading at ~$31/share. With a blended valuation of $100/share, we believe there is conservatively ~95% upside. Should the company scale similarly to CoreWeave we believe a Bull Case of $179.50/share, or ~475% upside is possible. Additionally, the potential increase in per-share value from the company's plans for Avride ranges from $9/share to potentially exceeding Nebius's current share price.
https://www.crossroadscap.io/documents/from-russia-with-cash-nebius-group
Accel: Our Investment in Nebius
The AI wave is reshaping industries and driving innovation in all aspects of life—from strengthening mission-critical processes to generating random images for fun. The common thread behind all this is our dependence on reliable, scalable infrastructure to power AI workloads. Training and inference require immense computational resources, and AI platforms built on top of a GPU cloud have become a foundational pillar to fuel this era of rapid innovation.
Today, we’re excited to announce our investment in Nebius, a full-stack AI-native platform built for intensive AI & ML workloads. While Nebius may be a new name to some, there is nothing green about this team. For years, they honed their craft, building one of the top infrastructures at scale and gaining a reputation as some of the best hardware and software engineers globally. With this background, Nebius is notable for its ability to deliver a vertically integrated solution that is owned, operated, and endlessly optimized from the data center to the cloud platform.
We’ve been fortunate to have known the Nebius team since its early days. Our founder, Jim Swartz, introduced us to Nebius founder Arkady Volozh as he put together the business plan. While Arkady’s track record speaks for itself—founding and scaling Yandex to over $30bn in market cap—what immediately stood out to us was his drive to go again and his quiet confidence that this time will be bigger. For over a year, we have followed the admittedly unique story of Nebius, a global team of some 400 engineers with significant resources to allocate to growth and deep industry relationships but with the mentality and hunger of a startup. After numerous meetings in SF, London, Amsterdam, and even a trip to the snowy town of Mäntsälä, Finland, to visit their first data center, we found ourselves sharing in that same quiet confidence over what they could achieve.
We believe that software will increasingly become a key purchase criterion, and the demands will expand. Further, as the market broadens to the enterprise, we expect that a full-stack solution will become necessary. Whether delivering bare metal at scale or the full AI platform, Nebius is well-positioned to serve all ends of the market. Finally, as data sovereignty is increasingly a priority for nations, Nebius’ strong foothold in Europe and the US aligns with the need for trusted, localized solutions.
AI infrastructure is just the tip of the iceberg. Beyond the core Nebius AI-native cloud business, Nebius Group is home to exceptional talent driving innovation across adjacent domains. These teams have helped develop leading technology that has formed independent companies, such as Avride (delivery robots and robotaxis), Clickhouse (open-source column-based DBMS), Toloka (data for genAI), and TripleTen (edtech).
We are excited to partner with Arkady, this group of talented, humble engineers and operators, and our friends at Nvidia. In a world where every company will leverage AI, Nebius is positioned to become an important utility of the AI age.
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