Prior Expectations
Before March 11, 2026, Nebius Group’s stock performance was closely monitored by investors, particularly as the company was navigating a competitive landscape in the AI sector. The anticipation surrounding Nebius was largely based on its potential to secure significant contracts and expand its operational capacity.
Decisive Moment
The landscape shifted dramatically when Nvidia announced a $2 billion investment in Nebius Group, leading to a 16% surge in NBIS stock. This investment is aimed at bolstering AI infrastructure deployment, a critical component for Nebius’s growth strategy.
Immediate Effects
In addition to the stock price increase, Nebius secured major contracts with Microsoft and Meta totaling over $20 billion. This influx of contracts is expected to enhance Nebius’s market position significantly. Furthermore, the company reported a remarkable 547% year-over-year revenue growth, with Q4 2025 revenue reaching $228 million.
Expert Perspectives
Jensen Huang, CEO of Nvidia, remarked, “Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute.” This statement underscores the strategic importance of the partnership between the two companies.
Moreover, Nebius’s adjusted EBITDA turned positive for the first time in Q4 2025, indicating a shift towards profitability. The company also received approval for its first gigawatt-scale AI factory campus in Independence, Missouri, which is expected to create 1,000 local jobs and contribute over $650 million to the city and local school districts over 20 years.
Looking Ahead
Nebius Group aims to secure more than 3 gigawatts of contracted power by the end of 2026, further solidifying its position in the AI market. The core AI cloud revenue has grown an impressive 830% year-over-year in Q4 2025, showcasing the company’s rapid expansion and increasing demand for its services.
As of March 2026, Nebius Group’s stock has risen 336% over the past year, reflecting investor confidence in the company’s future prospects following these significant developments.
