Nebius has sold all available data center capacity and even presold new capacity, with mega-deals with Microsoft and Meta Platforms improving long-term revenue visibility. The stock has a high probability of more than doubling by 2027. AI-focused investors are turning to semiconductor players and hyperscalers, but early-stage AI infrastructure companies may offer better long-term opportunities due to a bottleneck in heavy, power-dense data center capacity. Nebius (NASDAQ: NBIS) is well-positioned to benefit from this supply shortage, renting AI-optimized data center capacity to large enterprises and AI start-ups. The company’s recent financial performance was stellar, with revenue soaring 355% year over year in Q3. Nebius also secured multi-billion dollar deals with Microsoft and Meta Platforms, with analysts expecting rapid revenue growth to exceed $5.8 billion in 2027. The stock is down nearly 29% in the past month, making it a potentially good time to invest. Analysts predict the company’s market capitalization could more than double by 2027, driving potential returns for investors. Before investing in Nebius Group, consider alternative stocks recommended by The Motley Fool Stock Advisor team for potentially higher returns. The team identified 10 best stocks for investors to buy now, excluding Nebius Group. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia, with a disclosure policy in place.

Read more at Yahoo Finance: This AI Infrastructure Play Could Double Your Money