Nebius Secures Mega Deals, Expands AI Infrastructure
Update: 2025-12-03
Description
Nebius, a Dutch data center operator, is making headlines with its recent multi-billion dollar deals with tech giants like Microsoft and Meta. These partnerships have significantly boosted their stock and market value, making them a major player in the AI infrastructure sector. Despite concerns about an AI bubble, Nebius remains optimistic about the markets growth potential. They are expanding their client base, focusing on high-margin services, and preparing for potential downturns. Nebius, which partners with Nvidia, is Europes largest neocloud firm, providing access to essential GPUs and software. They plan to secure significant power for their facilities in the US and Europe by 2026, aiming to become a key global player in AI infrastructure.
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