Good article on Nebius, indicates the upside

https://techcrunch.com/2024/11/24/the-curious-case-of-nebius-the-publicly-traded-ai-infrastructure-startup/

What is Nvidia's upside now? It is about betting that Nvidia will further innovate into the next big thing. The current AI business may be fully priced in. I recommend an excellent podcast by Damodoran on Nvidia. Damodoran is the current guru of corporate finance theory. You can find it online.

The next thing could be AI processing. I enclose below a link for an article on CoreWeave, which announced an IPO listing for early next year priced at 35 billion USD. For illustration, the company was valued in December 2023 at 7 billion USD. There is a good upside in less than two years.

I also included an article on Nebius, which I find to be the most interesting AI processing company among the listing peers.

Nebius Article:
https://seekingalpha.com/article/4736928-nebius-group-well-positioned-to-be-ai-megatrend-winner

CoreWeave Article:
https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/

Very good interview by FT with Nebius CEO on future of AI processing and valuable insights into the AI infrastructure boom and investment trends for the years ahead.

Nebius Group is currently the only publicly traded independent AI infrastructure provider.

Watch the full discussion here 👉https://youtu.be/cZaDs7j4ZwY?feature=shared

Nvidia among backers of Nebius $700M funding round
Nvidia (NVDA), along with other investors are looking to invest in the $700M private placement financing round by Nebius (NASDAQ:NBIS).

Shares in NBIS rose 15% in premarket trade.
Nebius added the financing also includes the participation from Accel, and certain accounts managed by Orbis Investments.
The financing will help the company's plans to further build out its full-stack AI infrastructure.
The board said it is also granting observer rights to Matt Weigand, a Partner at Accel, and intends to nominate him for election as a director at the 2025 AGM.
The company added that a potential repurchase by the firm of its Class A shares is no longer warranted.
Due to the strategic financing and the decision to not repurchase Class A shares, the firm narrowed its previous guidance, and now expects to deliver an ARR by year-end 2025 of $750 million to $1 billion.

https://seekingalpha.com/news/4353699-nvidia-among-backers-of-nebius-700m-funding-round

Very good Bloomberg article on Nebius:

https://www.bloomberg.com/news/features/2025-01-10/russian-tech-billionaire-arkady-volozh-leaves-yandex-for-ai-upstart-nebius?embedded-checkout=true&fbclid=IwY2xjawHvfyFleHRuA2FlbQIxMAABHTHbO5ieLB50pIrkKSOA4ZB7ntnHKWmdT9JvasQNuJD_P2UaxERbeJHyYg_aem_CtX7uqVi0w5yUXSenN1s6Q

Yesterday the first analyst started covering Nebius with a price target of 51 USD

$NBIS Nebius Group initiated with a Buy at BWS Financial

BWS Financial analyst Hamed Khorsand initiated coverage of Nebius Group with a Buy rating and $51 price target. Nebius is the non-Russian assets of what was formerly known as Yandex through a series of transactions completed in July 2024, the analyst tells investors in a research note. The firm says the business is poised to leverage the current demand for artificial intelligence and enhance the value of the other businesses it owns "now that it is once again a freely trading company removed from sanctions and restrictions."

Nå var det gode kjøp i denne.

The high beta play on the DeepSeek panic is AI data centre provider Nebius, partly owned by Nvidia.

Nebius was 37% down on Monday. It is recovering every day.

Nebius has a higher short-term and long-term upside. It is a higher beta play on Nvidia

Full thesis:
https://seekingalpha.com/article/4753400-what-deepseek-means-for-nebius-and-other-ai-data-center-providers

SeekingAlpha on Nebius:
https://seekingalpha.com/article/4753400-what-deepseek-means-for-nebius-and-other-ai-data-center-providers?v=1738494698#comment-99526600

Nebius on SeekingALpha

https://seekingalpha.com/article/4764399-nebius-implications-from-coreweaves-35-billion-ipo

Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey.

Arkady Volozh, founder and CEO of Nebius, said:
“Our first major data center in the US clearly advances our strategic goal of expanding our footprint in the American market as we continue building Nebius into a leading global AI infrastructure provider. This site has the potential to host dedicated large-scale instances, and we have considerable flexibility to accelerate our deployment plans as and when we need to.

“With New Jersey, we now have secured expansion capacity to over 400 MW. And we are actively reviewing options to extend this pipeline further as we seek to grow aggressively to multiples of where we are today.”

https://group.nebius.com/newsroom/nebius-accelerates-us-expansion-adding-up-to-300-mw-capacity-at-new-data-center-in-new-jersey

If you are interested in Nebius, do watch the below interview with Nebius CEO Arkady Vorozh. MUST!!

Copied from Nebius Linkedin :

At the heart of Nebius's unique story is our heritage and the vision of our founder, Arkady Volozh.

In the latest edition of Accel's "Spotlight On..." podcast hosted by Matt Weigand – the Accel partner who led the storied VC firm's investment in Nebius last year – Arkady talks in depth about what makes Nebius unique, his experience as a founder of multiple successful tech companies, and the best thing he's read recently.

Watch the podcast here 🔗 https://lnkd.in/eauMVMVq

Nvidia CEO Jensen Huang on CNBC yesterday. His first sentence was:

"... it is very clear now, we are about $150 billion investments in AI infrastructure into a journey of trillions of dollars."

This is precisely our core thesis, reflected in all four articles on Nebius. We are very early in the investment cycle, which should last until the end of this decade.

This is very bullish for infrastructure providers such as Nebius.

CNBC interview with Jensen:
https://www.youtube.com/watch?v=fFy2qLRxn2k

Link to Nebius thesis:
https://seekingalpha.com/article/4764399-nebius-implications-from-coreweaves-35-billion-ipo?v=1742399769&comments=show#comment-99885616