In the past year, Nebius has delivered higher share price returns compared to Nvidia. Megadeals with Microsoft and Meta Platforms have boosted Nebius’ revenue visibility and credibility in the cloud market. With all available capacity sold and new capacity presold, Nebius is benefitting from the demand-supply gap in the data center space. Nebius rents AI-optimized data center compute capacity to large enterprises and hyperscalers, resulting in a 355% share price increase in the past year, outpacing Nvidia’s gains. The company has substantial growth potential due to high demand for cloud computing capacity. Nebius has secured multiyear contracts worth billions with Microsoft and Meta Platforms, solidifying its position as a key player in the AI cloud market. The company plans to significantly increase its capacity to meet growing demand in the coming years. The Motley Fool Stock Advisor team has identified Nebius as a top pick for investors, predicting significant returns. Join Stock Advisor to access their top 10 stock recommendations.

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