Overview
- Nebius shares are up roughly 370% year to date, outpacing other large-cap AI names reported in the coverage.
- Second-quarter revenue jumped 625% year over year and more than doubled from the prior quarter, reflecting rapid customer uptake.
- The company raised its year-end 2025 annualized revenue run-rate target to $900 million to $1.1 billion.
- Customers are adopting Nebius’ large-scale GPU clusters in Europe and the United States to run AI workloads.
- The company traces its roots to Yandex’s Dutch holding and reports the ISEG2 system as Europe’s fastest commercially available supercomputer, ranked No. 13 globally.