Nebius Group’s Meteoric Rise: $17B Microsoft AI Deal Propels Stock to New Highs – What’s Behind the Hype?
The Bottom Line: Nebius Group has rapidly transformed from an obscure Yandex spin-off into a $30+ billion AI infrastructure contender at the center of 2025’s tech boom. A blockbuster Microsoft partnership, breakneck revenue growth, and bullish analyst endorsements have fueled a stock run that’s captured Wall Street’s attention. There are clear challenges ahead – steep capital needs, formidable competitors, and high expectations – but many believe Nebius could be a foundational player in the AI cloud era. As the company scales up to deliver on its mega-contract and pursues new deals, investors are watching closely to see if Nebius can live