Nebula Caravel Acquisition Corp. (Nebula) (NBIS)

Nebius Group N.V. is an emerging leader in specialized AI cloud infrastructure, led by a management team focused on building the world’s first "AI-native hyperscaler." The company’s mission is to provide high-performance compute, storage, and networking specifically optimized for training and deploying large-scale AI models. Following its successful divestment of Russian assets, Nebius has re-emerged as a pure-play AI infrastructure firm headquartered in the Netherlands. Nebius Group N.V. stock is a high-growth, high-conviction play for investors looking to bet on the next generation of cloud providers that challenge the dominance of the "Big Three" through specialized hardware and software integration.

The company’s operations are currently defined by "Aggressive Capacity Expansion." In late 2025, Nebius made headlines by raising its 2025 CapEx guidance to $5 billion to secure NVIDIA B200 and B300 (Blackwell) clusters for its data centers in New Jersey, Finland, and Israel. The company has successfully secured multi-billion dollar agreements with major tech leaders like Microsoft and Meta, serving as a critical overflow and specialized partner for their most demanding AI workloads. Future strategy involves reaching 2.5 GW of contracted power by the end of 2026 and scaling its ARR (Annual Recurring Revenue) toward a $9 billion target. Nebius’s competitive advantage is its "Full-Stack AI" approach, combining proprietary data center designs with a custom software layer that maximizes the efficiency of GPU clusters.

Nebius is publicly traded on the Nasdaq under the symbol NBIS stock. It is a favorite among deep-tech and infrastructure-focused institutional investors who appreciate its "sold-out" capacity and high-growth trajectory. Analysts and speculators monitor the NBIS stock price as a barometer for the availability of high-end GPU compute and the competitive dynamics of the "AI Cloud" market. As of December 2025, Nebius is positioned as a critical enabler of the AI revolution, providing the raw power needed to fuel the world’s most advanced artificial intelligence.