In 2025, AI stock market has been very volatile with the industry titans including Nvidia and Palantir having a healthy portfolio. It is rather striking that a comparatively minor Dutch AI data centre specialty company, Nebius Group, has seen its shares gain 136% as compared so far this year, almost mighty times higher than the 24% increase of Nvidia, and 102% rise in the revenue of the stock centre, which has attracted the attention of observers and stockmen.
The distinction that Nebius possesses is not only the performance of its stocks, but the business impulse behind it. Nebius is at the heart of the cloud computing as a service industry that is booming and is the scaling type of cloud computing with the use of the chained Nvidia GPUs.
The ability of AI-ready data center capacity is being actively hunted after by companies it can be used to perform complex workloads, and Nebius is setting an example of providing it.
This breakneck speed of the first half of 2025 is awarded in financial policies. At Nebius, the revenue was announced to go up to $156 million which was an appalling growth of 545% compared to the previous year.
Markedly, the company has already sold its previous generation of Nvidia Hopper GPUs and is now developing the recent Blackwell systems which have been announced by Nvidia.
Nebius is quickly expanding, with the goal of adding 220 megawatts of datacenter connected capacity by the year-end, and larger than one gigawatts by 2026, a massive supply multiplier that amplifies its floating financial projections.
The new estimated annual run-rate revenue guidance that was introduced by management is at a middle term of one billion compared to the forecasted 875 million in the future. Even the application of a pricing strategy, based on healthy per hour compute margins, and more high-margin software.
Other services can be viewed as pointers to the company through the belief in the increment of revenue as well as relative profitability into the future.
Nebius trades at a price to sales ratio of 63 which is high, but in fact low compared to the 114 of Palantir, but Nebius is growing at a much faster pace. The price-earnings valuation shows that investors are betting on growth more and sustained growth in the market of AI cloud infrastructure.
This capacity is an important component of this business that is critical in its growth and Nebius is aggressively tapping that dynamism with this accelerated build-out.
Most analysts are hopeful that most enterprises will be the beneficiaries of Nebius, since prediction demands on AI computing power have never been high in the past.
As long as the company is able to turn its plans of massive infrastructure investment and even financial discipline successfully into practice, it could be a long-term winner in the AI infrastructure.
