From Barchart: 2025-06-20 09:23:00

Nebius Group N.V. strengthens partnership with NVIDIA to drive AI infrastructure growth, reporting 385% year-over-year revenue increase in Q1. Aim to reach $750M-$1B run-rate by 2025. Blackwell Ultra GPUs deployed in the U.K. to boost digital infrastructure. Facing competition from CoreWeave and Microsoft in AI space.

Global AI market projected to hit $1.01 trillion by 2031, creating opportunities for Nebius. NVIDIA’s Blackwell AI Factory platform enhances AI performance. Nebius integrating NVIDIA’s advanced infrastructure to meet enterprise demand. Recent rollout of NVIDIA GB200 Grace Blackwell Superchip in Europe showcases commitment to AI innovation.

NBIS stock has surged 74.4% YTD, outperforming Internet-Software and Services industry. Forward P/S ratio at 11.19X, higher than industry average of 4.01. Zacks Consensus Estimate for 2025 earnings unchanged. Zacks Rank #3 (Hold) for NBIS. Competing with Microsoft, CoreWeave in AI infrastructure market.

Semiconductor stock poised for growth amid AI, ML, IoT demand surge. Global semiconductor market expected to reach $803 billion by 2028. NVIDIA’s growth potential highlighted. Get free stock analysis reports for Microsoft, NVIDIA, Nebius, and CoreWeave. Stay updated with Zacks Investment Research for latest recommendations and insights.



Read more at Barchart: Will NBIS’ Tie-Up With NVDA Accelerate its AI Infrastructure Growth?