NasdaqGS:NBISSoftware
Will Debt-Fueled AI Data Center Expansion Deals With Microsoft and Meta Change Nebius Group's (NBIS) Narrative
Nebius Group, recently rebranded from Yandex, has been rapidly expanding its AI infrastructure footprint, securing multi‑year, billion‑dollar capacity deals with Microsoft and Meta while planning large-scale deployments of Nvidia’s upcoming Rubin platform across the U.S. and Europe.
Analyst coverage has intensified around Nebius’s capital-heavy growth model, highlighting both its potential to scale AI services quickly and the heightened risks from substantial debt-funded data center...