Nebius Group N.V.

About Nebius Group N.V.

Financials

Dated, source-cited figures. Estimates are marked.

Products by Nebius Group N.V.

All products by Nebius Group N.V. reviewed by our AI panel of experts.

NebiusAI Cloud

AI-native cloud built for training and inference on NVIDIA GPU clusters

From $1/mo8.1/10

How Our Review Panel Scores Nebius Group N.V.

Six independent reviewer personalities assessed Nebius Group N.V.'s product on their own terms. They disagreed by 1.0 points — The Skeptic was the hardest to convince, The Decision Maker the most positive.

Averaged across 1 reviewed product in our catalog. Scores are out of 10.

Competitive Landscape

Who Nebius Group N.V. competes with, and how they differ.

CoreWeave8.1/10

CoreWeave is the largest independent GPU neocloud and Nebius's closest peer: also Nasdaq-listed (CRWV), with hyperscaler-scale contracts (Microsoft, OpenAI, Meta) and roughly 4-5x Nebius's quarterly revenue as of mid-2026.

1 product reviewed on TopReviewed

C

Crusoe Energy Systems8.0/10

Crusoe pairs GPU cloud with an energy-first model, co-locating data centers with stranded/flared gas and renewable power instead of buying grid capacity outright; still privately held, it competes directly with Nebius for the same large AI-training contracts.

1 product reviewed on TopReviewed

RunPod8.1/10

RunPod targets individual developers and startups with self-serve, marketplace-priced GPU rental, a lower-touch model than the multi-year, multi-billion-dollar hyperscaler contracts (Microsoft, Meta) that anchor Nebius's revenue.

1 product reviewed on TopReviewed

Oracle Cloud Infrastructure7.8/10

OCI competes for the same large enterprise AI-compute deals as Nebius but does so as one business line of a diversified, decades-old enterprise software and database giant rather than a pure-play AI cloud.

1 product reviewed on TopReviewed

Cerebras8.0/10

Cerebras runs its own wafer-scale CS-3 chips instead of Nvidia GPUs, competing on raw single-workload inference speed rather than the broad Nvidia-based training and inference capacity Nebius sells at scale.

1 product reviewed on TopReviewed

Beam8.0/10

Beam offers serverless GPU infrastructure for AI sandboxes, inference, and task queues aimed at individual app developers, a smaller self-serve segment distinct from Nebius's gigawatt-scale enterprise contracts.

1 product reviewed on TopReviewed

Company Timeline

Key milestones in Nebius Group N.V.'s history, with sources.

1. Aug 19, 2026Funding

   Nebius Prices Upsized $5.0B Convertible Senior Notes Offering

   Nebius Group priced an upsized offering of $5.0 billion aggregate principal amount of convertible senior notes, in two series, to fund continued AI cloud capacity expansion.

   nebius.com
2. May 1, 2026Acquisition

   Nebius Agrees to Acquire Eigen AI for About $643M

   Nebius agreed to acquire inference-optimization startup Eigen AI for approximately $643 million in cash and Class A shares; Eigen AI's team created widely used techniques including AWQ 4-bit quantization, and the deal strengthens Nebius Token Factory.

   nebius.com
3. Mar 16, 2026Partnership

   Nebius Expands Meta Deal to Up to $27B Over Five Years

   Nebius signed a new AI infrastructure agreement with Meta expanding their relationship to a total contract value of about $27 billion over five years, including $12 billion of dedicated capacity plus up to $15 billion of additional compute Meta may purchase.

   nebius.com
4. Mar 11, 2026Funding

   Nvidia Invests $2B in Nebius, Expands Infrastructure Partnership

   NVIDIA invested $2 billion in Nebius alongside a partnership covering AI factory design, inference software, and infrastructure deployment targeting more than 5 gigawatts of capacity by end of 2030.

   nebius.com
5. Feb 10, 2026Acquisition

   Nebius Agrees to Acquire Agentic-Search Startup Tavily

   Nebius agreed to acquire Tavily, an agentic search provider giving AI agents real-time web access for fact verification, used by Fortune 500 companies including IBM; the transaction value was not disclosed.

   nebius.com
6. Nov 11, 2025Partnership

   Nebius Signs About $3B AI Infrastructure Deal With Meta

   Nebius announced a new agreement to deliver AI infrastructure to Meta valued at approximately $3 billion over five years, its first major disclosed deal with Meta ahead of the larger March 2026 expansion.

   nebius.com
7. Sep 8, 2025Partnership

   Nebius Signs Up to $19.4B Multi-Year AI Infrastructure Deal With Microsoft

   Nebius, Inc. entered a five-year commercial agreement to provide Microsoft dedicated GPU capacity from its Vineland, New Jersey data center; total contract value is about $17.4 billion through 2031, rising to about $19.4 billion if Microsoft exercises options for additional capacity, per Nebius's SEC Form 6-K filing.

   sec.gov
8. Dec 2, 2024Funding

   Nebius Raises $700M in Oversubscribed Private Placement Led by Nvidia and Accel

   Nebius raised $700 million in an oversubscribed private placement of Class A shares (33,333,334 shares at $21.00 each) from investors including NVIDIA, Accel, and Orbis Investments, to accelerate its full-stack AI infrastructure build-out.

   nebius.com
9. Oct 21, 2024Milestone

   Nebius Resumes Nasdaq Trading Under Ticker NBIS

   Nebius Group N.V. resumed trading of its Class A ordinary shares on the Nasdaq Global Select Market under ticker NBIS, ending a suspension dating to February 2022 that followed sanctions on the former Yandex N.V. over Russia's invasion of Ukraine.

   nebius.com
10. Aug 20, 2024Milestone

    Yandex N.V. Renamed Nebius Group N.V.; Ticker Changes From YNDX to NBIS

    Following the divestment of its Russian businesses, the Dutch holding company Yandex N.V. officially changed its name to Nebius Group N.V. and its Nasdaq ticker from YNDX to NBIS, effective August 21, 2024, repositioning the entity as an AI infrastructure company.

    nebius.com
11. Jul 15, 2024Founded

    Yandex N.V. Completes Divestment of Russian Businesses, Becomes Standalone AI Infrastructure Company

    Yandex N.V. closed the second and final stage of selling its Russian and related international businesses to a Russia-based investor consortium (total deal value approximately $5.4 billion, with YNV receiving about $2.8 billion cash and 162.5 million Class A shares across both closings), severing all ties to Russia; Yandex co-founder Arkady Volozh returned as CEO of the remaining entity, which relaunched as the AI-cloud company later renamed Nebius.

    nebius.com