View ValuationNebius Group 향후 성장Future 기준 점검 5/6Nebius Group (는) 각각 연간 34.6% 및 46.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -15.9% 로 예상됩니다.핵심 정보34.6%이익 성장률17.34%EPS 성장률Software 이익 성장35.8%매출 성장률46.7%향후 자기자본이익률-15.93%애널리스트 커버리지Good마지막 업데이트02 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.공시 • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.공시 • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026공시 • Apr 17TD SYNNEX Expands AI Infrastructure-As-A-Service Portfolio With Dedicated NVIDIA HGX B300 Clusters On Nebius AI CloudTD SYNNEX announced the expansion of its AI Infrastructure-as-a-Service portfolio with dedicated NVIDIA HGX B300 clusters deployed on Nebius AI Cloud. The offering, delivered through the TD SYNNEX x Nebius AI Cloud, provides partners with reserved access to AI factory-grade GPU infrastructure designed to support enterprise-scale AI development and deployment. This deployment marks the first time a global IT distributor has reserved a dedicated NVIDIA AI factory-grade cluster from an AI-native cloud provider, enabling TD SYNNEX to activate predictable, high-performance AI infrastructure across its partner ecosystem. By securing dedicated GPU capacity in advance, TD SYNNEX helps partners overcome one of the most significant barriers to enterprise AI adoption: inconsistent access to high-performance compute. Partners can allocate reserved capacity directly to customer workloads, accelerating the transition from AI experimentation to production-ready solutions. The TD SYNNEX x Nebius AI Cloud is aligned with NVIDIA Enterprise Reference Architecture and supports sustained training and inference workloads. Built-in security, isolation and operational reliability provide a production-ready foundation for partners delivering enterprise AI solutions. Through the TD SYNNEX partner ecosystem, the infrastructure can be combined with NVIDIA AI Enterprise software — including NVIDIA NIM microservices and NVIDIA AI Blueprints — along with ISV software and services to deliver complete, enterprise-ready AI solutions. TD SYNNEX enables commercialization and go-to-market execution, while Nebius operates the underlying infrastructure, allowing partners to focus on solution development and customer outcomes. Partners such as Aible, an enterprise AI agent platform, will be able to leverage Nebius infrastructure through TD SYNNEX to scale agentic AI workflows for enterprise customers. Nebius makes it easy for Aible to move customer use cases from experimentation to production. Its alignment with NVIDIA Enterprise Reference Architecture meant they are able to install and optimize platform on Nebius in under two hours and made full agent marketplace, as well as long-running agents, available for enterprise-scale workloads — now accessible to more partners through TD SYNNEX. TD SYNNEX showcased the TD SYNNEX x Nebius AI Cloud with partners at its annual High Growth Conference, taking place this week in Puerto Rico, and at NVIDIA GTC 2026 last month. Partners and enterprise customers interested in accessing dedicated GPU capacity to unlock stalled AI deployments are encouraged to visit to learn more.공시 • Apr 11Nebius Reportedly in Talks to Acquire AI21 LabsDespite denials by the company, Israeli artificial intelligence company AI21 Labs Ltd. looks set to be acquired sooner or later. The company, co-founded by Prof. Amnon Shashua, is in talks to be acquired by Dutch AI cloud provider Nebius Group N.V. (NasdaqGS:NBIS), founded by Israelis and former Yandex executives Arkady Volozh and Roman Chernin, "The Information" reported. AI21 Labs, despite previously denying talks on a sale to Nvidia, is looking for an exit after failing to penetrate the market with its language models. It has recently been gaining relative success with its AI agent management product, Maestro. AI21 Labs was given a $1.4 billion price tag in 2023, and investors in the company, including Pitango, Intel Capital, B2 Ventures, Coatue, Google and Nvidia, are estimated to be looking for a premium on the investment and hoping to sell AI21 Labs for several billion dollars. Nebius shares have risen 49% since the start of the year and 523% over the past year, riding a wave of investment in AI-related capital equipment.공시 • Mar 27Nebius Unveils Nebius AI Cloud 3.5 And Introduces Serverless AI, NVIDIA RTX PRO 6000 Blackwell Server Edition, And Data Transfer ServiceNebius unveiled Nebius AI Cloud 3.5, adding significant new capabilities to its full-stack cloud platform that reduce operational friction and enable AI builders to prototype, test, and ship products faster. The introduction of serverless features gives developers the ability to launch workloads almost instantly, eliminating the need for AI teams to spend significant time configuring infrastructure before they can run experiments, train or serve models in production. Infrastructure configuration and runtime management are handled by the Nebius platform, enabling developers to focus on building applications instead of managing environments. Alongside serverless capabilities, Nebius is expanding its GPU offering with NVIDIA RTX PRO 6000 Blackwell Server Edition for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, and drug discovery. Version 3.5 of Nebius AI Cloud “Aether” also introduces Nebius’s Data Transfer Service, which reduces data management overhead for teams working across environments by simplifying data migration and replication between external S3-compatible storage systems and Nebius cloud regions. Configuration setup for Managed Soperator, Nebius’s fully managed Slurm-on-Kubernetes solution, has also been overhauled to offer more options and granularity when creating a Slurm cluster for self-service users. Managed Kubernetes observability has also been updated to give teams additional cluster-level control. The AI application marketplace has also been redesigned to help users access faster tools, models and applications required in their workflows. Other updates in Aether 3.5 include improved user administration and role-based permissions, making it easier for organizations to manage access across teams. New public APIs for billing data streamline the export process for finance and operations teams. All the new features that the Aether 3.5 release delivers are available now on the global Nebius AI Cloud infrastructure, with the serverless service available in public preview. NVIDIA RTX PRO 6000 Blackwell Server Edition is available today. Serverless AI: Elastic, pay-as-you-go compute accelerated by NVIDIA. Simplified access to AI workloads without managing infrastructure. Designed for prototyping, experimentation, and model inference evaluation. NVIDIA RTX PRO 6000 Blackwell Server Edition: GPU option designed for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, engineering research, and drug discovery. Enables cost-efficient AI inference and simulation-heavy workloads. Data Transfer Service: User-friendly tool for data transfer and replication across Nebius regions and S3-compatible object storage services. Managed Soperator: An updated cluster configuration wizard for Nebius’ fully managed Slurm-on-Kubernetes solution. Platform enhancements: Updated navigation for the AI/ML application marketplace. Improved disk encryption, boot image management, and Kubernetes-level observability. Expanded controls for user administration and role-based permissions. Public API for exporting billing data in standardized formats.공시 • Mar 11Nebius Group N.V. announced that it has received $2 billion in funding from NVIDIA CorporationNebius Group N.V announced a private placement and entered into a securities purchase agreement with NVIDIA Corporation and issued pre-funded Class A ordinary shares purchase warrants for aggregate gross proceeds of $2,000,000,000 on March 11, 2026. The Warrant is exercisable at a purchase price of $0.0001 per Class A ordinary share to purchase an aggregate of 21,065,936 Class A ordinary shares, subject to certain adjustments in accordance with the terms of the Warrant. The Warrant may be exercised by the Purchaser at any time and from time to time on or after the Issue Date, subject to certain conditions, and will expire on the date on which the Warrant is exercised in full. Until the date that is six (6) months following the Issue Date, the Purchaser agrees that, without the prior written consent of the Company, it shall not offer, sell, contract to sell, pledge or otherwise dispose of, directly or indirectly, either the Warrant or the Warrant Shares. The Private Placement is exempt from the registration requirements of the Securities Act of 1933, as amended, pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D of the Securities Act and in reliance on similar exemptions under applicable state laws.공시 • Mar 10Nebius Announces Appointment of Dan Lawrence as Senior Vice President for the AmericasNebius announced the appointment of Dan Lawrence as Senior Vice President and General Manager for the Americas. Lawrence will lead the company’s rapid North American expansion and scale its commercial organization to meet unprecedented demand for purpose-built AI infrastructure. Based in the Boston area, Lawrence is tasked with significantly scaling Nebius’s regional go-to-market engine across four key customer segments: strategic, enterprise, ISV and AI-native. As Nebius continues building out gigawatts of capacity in the US, Lawrence will ramp up the teams and operational foundations required to capture demand in the company’s key market and support customers deploying next-generation AI workloads. Lawrence brings deep experience building and operating cloud businesses at multi-billion-dollar scale. Most recently, he served as Senior Vice President of Global Sales for Cloud at Akamai Technologies, where he built the go-to-market model and rapidly scaled its compute business to approach $1 billion in revenue. Prior to Akamai, Lawrence held senior leadership roles at Amazon Web Services, managing global enterprise engagements and supporting hyperscale cloud, AI and next-generation infrastructure businesses.이익 및 매출 성장 예측SET:NBIS03 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202821,728184-17,599N/A1112/31/202711,409-739-21,3165,0221712/31/20263,412-576-18,7225,200173/31/2026878735-3,1552,840N/A12/31/202553010-3,681385N/A9/30/2025363114-2,952-524N/A6/30/2025249190-2,144-499N/A3/31/2025130-325N/AN/AN/A12/31/202492-352-562246N/A9/30/2024-5,834-852745523N/A6/30/2024-3,964-742878788N/A3/31/20248,657129N/AN/AN/A12/31/202310-299747830N/A9/30/20237,330319-304582N/A6/30/20237,19674510681N/A3/31/20237,456749319879N/A12/31/202214-180682697N/A9/30/20227,762500-41776N/A6/30/20227,808-302-562412N/A3/31/20224,782-321-767-41N/A12/31/20214,759-196-472124N/A9/30/20214,360-136-287165N/A6/30/20213,890211-5393N/A3/31/20213,233211103443N/A12/31/20202,946333109440N/A9/30/20202,554326157452N/A6/30/20202,601112103434N/A3/31/20202,356199262529N/A12/31/20192,826204N/A715N/A9/30/20192,507293N/A684N/A6/30/20192,374303N/A590N/A3/31/20192,108709N/A511N/A12/31/20181,832660N/A405N/A9/30/20181,781688N/A415N/A6/30/20181,712650N/A364N/A3/31/20181,751181N/A407N/A12/31/20171,629159N/A412N/A9/30/20171,534113N/A377N/A6/30/20171,427136N/A417N/A3/31/20171,424117N/A454N/A12/31/20161,234111N/A411N/A9/30/20161,145134N/A408N/A6/30/20161,065161N/A407N/A3/31/2016953128N/A359N/A12/31/2015832135N/A269N/A9/30/2015859219N/A271N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NBIS03 의 연간 예상 수익 증가율(34.6%)이 saving rate(2.2%)보다 높습니다.수익 vs 시장: NBIS03 의 연간 수익(34.6%)이 TH 시장(10.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: NBIS03 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: NBIS03 의 수익(연간 46.7%)이 TH 시장(연간 9.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NBIS03 의 수익(연간 46.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NBIS03는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/02 02:15종가2026/07/02 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Nebius Group N.V.는 31명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPBoris VilidnitskyBarclaysStefan Julien SlowinskiBNP Paribas28명의 분석가 더 보기
공시 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.
공시 • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.
공시 • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
공시 • Apr 17TD SYNNEX Expands AI Infrastructure-As-A-Service Portfolio With Dedicated NVIDIA HGX B300 Clusters On Nebius AI CloudTD SYNNEX announced the expansion of its AI Infrastructure-as-a-Service portfolio with dedicated NVIDIA HGX B300 clusters deployed on Nebius AI Cloud. The offering, delivered through the TD SYNNEX x Nebius AI Cloud, provides partners with reserved access to AI factory-grade GPU infrastructure designed to support enterprise-scale AI development and deployment. This deployment marks the first time a global IT distributor has reserved a dedicated NVIDIA AI factory-grade cluster from an AI-native cloud provider, enabling TD SYNNEX to activate predictable, high-performance AI infrastructure across its partner ecosystem. By securing dedicated GPU capacity in advance, TD SYNNEX helps partners overcome one of the most significant barriers to enterprise AI adoption: inconsistent access to high-performance compute. Partners can allocate reserved capacity directly to customer workloads, accelerating the transition from AI experimentation to production-ready solutions. The TD SYNNEX x Nebius AI Cloud is aligned with NVIDIA Enterprise Reference Architecture and supports sustained training and inference workloads. Built-in security, isolation and operational reliability provide a production-ready foundation for partners delivering enterprise AI solutions. Through the TD SYNNEX partner ecosystem, the infrastructure can be combined with NVIDIA AI Enterprise software — including NVIDIA NIM microservices and NVIDIA AI Blueprints — along with ISV software and services to deliver complete, enterprise-ready AI solutions. TD SYNNEX enables commercialization and go-to-market execution, while Nebius operates the underlying infrastructure, allowing partners to focus on solution development and customer outcomes. Partners such as Aible, an enterprise AI agent platform, will be able to leverage Nebius infrastructure through TD SYNNEX to scale agentic AI workflows for enterprise customers. Nebius makes it easy for Aible to move customer use cases from experimentation to production. Its alignment with NVIDIA Enterprise Reference Architecture meant they are able to install and optimize platform on Nebius in under two hours and made full agent marketplace, as well as long-running agents, available for enterprise-scale workloads — now accessible to more partners through TD SYNNEX. TD SYNNEX showcased the TD SYNNEX x Nebius AI Cloud with partners at its annual High Growth Conference, taking place this week in Puerto Rico, and at NVIDIA GTC 2026 last month. Partners and enterprise customers interested in accessing dedicated GPU capacity to unlock stalled AI deployments are encouraged to visit to learn more.
공시 • Apr 11Nebius Reportedly in Talks to Acquire AI21 LabsDespite denials by the company, Israeli artificial intelligence company AI21 Labs Ltd. looks set to be acquired sooner or later. The company, co-founded by Prof. Amnon Shashua, is in talks to be acquired by Dutch AI cloud provider Nebius Group N.V. (NasdaqGS:NBIS), founded by Israelis and former Yandex executives Arkady Volozh and Roman Chernin, "The Information" reported. AI21 Labs, despite previously denying talks on a sale to Nvidia, is looking for an exit after failing to penetrate the market with its language models. It has recently been gaining relative success with its AI agent management product, Maestro. AI21 Labs was given a $1.4 billion price tag in 2023, and investors in the company, including Pitango, Intel Capital, B2 Ventures, Coatue, Google and Nvidia, are estimated to be looking for a premium on the investment and hoping to sell AI21 Labs for several billion dollars. Nebius shares have risen 49% since the start of the year and 523% over the past year, riding a wave of investment in AI-related capital equipment.
공시 • Mar 27Nebius Unveils Nebius AI Cloud 3.5 And Introduces Serverless AI, NVIDIA RTX PRO 6000 Blackwell Server Edition, And Data Transfer ServiceNebius unveiled Nebius AI Cloud 3.5, adding significant new capabilities to its full-stack cloud platform that reduce operational friction and enable AI builders to prototype, test, and ship products faster. The introduction of serverless features gives developers the ability to launch workloads almost instantly, eliminating the need for AI teams to spend significant time configuring infrastructure before they can run experiments, train or serve models in production. Infrastructure configuration and runtime management are handled by the Nebius platform, enabling developers to focus on building applications instead of managing environments. Alongside serverless capabilities, Nebius is expanding its GPU offering with NVIDIA RTX PRO 6000 Blackwell Server Edition for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, and drug discovery. Version 3.5 of Nebius AI Cloud “Aether” also introduces Nebius’s Data Transfer Service, which reduces data management overhead for teams working across environments by simplifying data migration and replication between external S3-compatible storage systems and Nebius cloud regions. Configuration setup for Managed Soperator, Nebius’s fully managed Slurm-on-Kubernetes solution, has also been overhauled to offer more options and granularity when creating a Slurm cluster for self-service users. Managed Kubernetes observability has also been updated to give teams additional cluster-level control. The AI application marketplace has also been redesigned to help users access faster tools, models and applications required in their workflows. Other updates in Aether 3.5 include improved user administration and role-based permissions, making it easier for organizations to manage access across teams. New public APIs for billing data streamline the export process for finance and operations teams. All the new features that the Aether 3.5 release delivers are available now on the global Nebius AI Cloud infrastructure, with the serverless service available in public preview. NVIDIA RTX PRO 6000 Blackwell Server Edition is available today. Serverless AI: Elastic, pay-as-you-go compute accelerated by NVIDIA. Simplified access to AI workloads without managing infrastructure. Designed for prototyping, experimentation, and model inference evaluation. NVIDIA RTX PRO 6000 Blackwell Server Edition: GPU option designed for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, engineering research, and drug discovery. Enables cost-efficient AI inference and simulation-heavy workloads. Data Transfer Service: User-friendly tool for data transfer and replication across Nebius regions and S3-compatible object storage services. Managed Soperator: An updated cluster configuration wizard for Nebius’ fully managed Slurm-on-Kubernetes solution. Platform enhancements: Updated navigation for the AI/ML application marketplace. Improved disk encryption, boot image management, and Kubernetes-level observability. Expanded controls for user administration and role-based permissions. Public API for exporting billing data in standardized formats.
공시 • Mar 11Nebius Group N.V. announced that it has received $2 billion in funding from NVIDIA CorporationNebius Group N.V announced a private placement and entered into a securities purchase agreement with NVIDIA Corporation and issued pre-funded Class A ordinary shares purchase warrants for aggregate gross proceeds of $2,000,000,000 on March 11, 2026. The Warrant is exercisable at a purchase price of $0.0001 per Class A ordinary share to purchase an aggregate of 21,065,936 Class A ordinary shares, subject to certain adjustments in accordance with the terms of the Warrant. The Warrant may be exercised by the Purchaser at any time and from time to time on or after the Issue Date, subject to certain conditions, and will expire on the date on which the Warrant is exercised in full. Until the date that is six (6) months following the Issue Date, the Purchaser agrees that, without the prior written consent of the Company, it shall not offer, sell, contract to sell, pledge or otherwise dispose of, directly or indirectly, either the Warrant or the Warrant Shares. The Private Placement is exempt from the registration requirements of the Securities Act of 1933, as amended, pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D of the Securities Act and in reliance on similar exemptions under applicable state laws.
공시 • Mar 10Nebius Announces Appointment of Dan Lawrence as Senior Vice President for the AmericasNebius announced the appointment of Dan Lawrence as Senior Vice President and General Manager for the Americas. Lawrence will lead the company’s rapid North American expansion and scale its commercial organization to meet unprecedented demand for purpose-built AI infrastructure. Based in the Boston area, Lawrence is tasked with significantly scaling Nebius’s regional go-to-market engine across four key customer segments: strategic, enterprise, ISV and AI-native. As Nebius continues building out gigawatts of capacity in the US, Lawrence will ramp up the teams and operational foundations required to capture demand in the company’s key market and support customers deploying next-generation AI workloads. Lawrence brings deep experience building and operating cloud businesses at multi-billion-dollar scale. Most recently, he served as Senior Vice President of Global Sales for Cloud at Akamai Technologies, where he built the go-to-market model and rapidly scaled its compute business to approach $1 billion in revenue. Prior to Akamai, Lawrence held senior leadership roles at Amazon Web Services, managing global enterprise engagements and supporting hyperscale cloud, AI and next-generation infrastructure businesses.