Nebius deployed Nvidia’s GPUs in its data center space, aiming for a $7 billion to $9 billion annual run rate by year’s end. Nebius, a potential AI investing contender, is rapidly growing and could outperform Nvidia. Investors may want to consider Nebius for potential monster growth.
Nebius is not a competitor but a client of Nvidia, utilizing its GPUs in computing clusters. With an annual run rate of $551 million by Q3, Nebius expects explosive growth to hit $7-9 billion by 2026. While Nebius currently trades at 65 times sales, projections suggest a future value drop.
Nebius is in a growth phase, focusing on building AI infrastructure over profits. With borrowed funds and no current profits, success could mean surpassing Nvidia. However, failure could lead to stock trouble. Investors should approach Nebius as a high-risk, high-reward opportunity.

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