Nebius $NBIS Rewrites the AI Playbook and the Market Is Still Catching Up

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Nebius $NBIS ( ▲ 2.26% ) made waves earlier this month after announcing a blockbuster $17.4 billion AI infrastructure deal with Microsoft $MSFT ( ▼ 0.51% ) . The agreement, which could expand to $19.4 billion with add-ons, sent shares soaring as much as 50%, adding more than $6 billion in market value overnight.

For a company that was targeting just $1 billion in annual recurring revenue this year, the scale of this contract is nothing short of transformative. It validates Nebius’ strategy, highlights the insatiable demand for GPU compute from hyperscalers, and cements Nebius’ position at the heart of the AI data center buildout. Despite the sharp rally, the shares still have meaningful re-rating potential. Let’s see why.

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