Nebius Group continues Nvidia-powered growth -Company Review

🚀 Nebius Group Highlights 385% Revenue Growth in Q1 2025

Nebius Group N.V. (NASDAQ: NBIS), an artificial intelligence infrastructure company, stood out with revenue growth of 385% in the first quarter of 2025. However, net loss and high volatility pose risks for investors. The company's data center investments in the U.S. and integration with Nvidia's Blackwell GPUs increase its future growth potential.

📊 Financial Performance and Growth Goals

• Revenue in Q1 2025 amounted to USD 55.3 million, which represents an increase of 385% year on year.
• Net loss increased by 41% compared to the same period of the previous year to USD 113.6 million.
• Adjusted EBITDA loss was recorded at USD 62.6 million, representing an improvement of 12% compared to the same period of the previous year.
• The company aims to increase its annual recurring revenue (ARR) to the range of USD 750 million to $1 billion by the end of 2025.
• It plans to achieve positive EBITDA in the second half of the year.

🏗️ Infrastructure Investments and Data Center Expansions

• A new data center with a capacity of 300 MW is being built in New Jersey; the first phase is scheduled to be completed in the summer of 2025.
• The data center in Kansas City will be equipped with Nvidia's Blackwell and Hopper H200 GPUs, reaching a capacity of 35,000 GPUs.
• Data center capacity in Finland is being increased to 75 MW.
• A new data center with a capacity of 10 MW is being built in Iceland, which will run entirely on renewable energy sources.
• The company's total data center capacity aims to reach 200 MW by the end of 2025.

🤝 Strategic Partnerships and Investor Support

• In December 2024, NVIDIA received $700 million in investments from investors such as Accel and Orbis Investments.
• The total cash reserves are over USD 3 billion; the company has no debt.
• Toloka received strategic investment from Bezos Expeditions and Shopify CTO Mikhail Parakhin.
• The company plans to use this funding to accelerate investments in AI infrastructure.
• Investors expressed confidence in the company's growth potential.

📈 Stock Performance and Technical Indicators

• Since the beginning of the year, the share price has increased by 42%; since the beginning of May, an increase of 72% has been observed.
• The Relative Strength Index (RSI) is at the level of 96, which means high momentum.
• The 21-day Average True Range (ATR) was recorded at 7.7%, indicating high volatility.
• The stock is performing strongly despite high volatility.
• Analysts positively assess the growth potential of the company.

🧠 Expert Review

Nebius Group is a fast-growing and significant investment company in the field of artificial intelligence infrastructure. High revenue growth and strong financial support demonstrate the long-term potential of the company. However, ongoing net losses and high volatility are risks to watch out for investors. In the short term, fluctuations in the share price can affect investors. In the medium term, the company's infrastructure investments are expected to bear fruit. In the long term, Nebius' goal of leadership in the AI infrastructure market could increase the company's value.

✅ Take Action

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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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