Nebius is an AI infrastructure company built from the non-Russian Yandex assets. The investment case centers on GPU cloud capacity, data-center execution, and whether hyperscaler demand can justify a capital-heavy buildout.
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NASDAQ · COMMUNICATION SERVICES · Profile
Nebius Group N.V. company profile.
What Nebius Group N.V. actually does — sector, leadership, where the revenue comes from, and how the company is sized against the broader COMMUNICATION SERVICES.
Company · Profile
About Nebius Group N.V. (NBIS)
Sector, leadership, and how Nebius Group N.V. earns its revenue.
COMMUNICATION SERVICES
Company · Profile
About Nebius Group N.V. (NBIS)
Sector, leadership, and how Nebius Group N.V. earns its revenue.
Nebius Group N.V.
NASDAQ · NBIS · USA
- Sector
- COMMUNICATION SERVICES
- Industry
- INTERNET CONTENT & INFORMATION
- Country
- USA
- Founded
- 1990
- Exchange
- NASDAQ
How Nebius Group N.V. makes money
Origin story
From Yandex separation to AI cloud
Nebius emerged after Yandex sold its Russian assets and kept the international AI cloud, data-labeling, education, and autonomous-technology businesses. That reset is central to understanding the stock.
Core business
GPU cloud built for AI workloads
The company sells AI-optimized compute capacity rather than generic cloud hosting, with the thesis tied to data-center scale, GPU availability, networking, and software tooling for model builders.
Contract lens
Hyperscaler demand is the proof point
The source article emphasized large Meta and Microsoft commitments and Nvidia ecosystem support. Those relationships give visibility, but they also raise execution and customer-concentration questions.
Main risk
Growth is capital intensive
Nebius has to finance and deliver huge capacity additions before the market can know whether today demand converts into durable free cash flow.
Key takeaways for NBIS
NBIS is best understood as an AI infrastructure capacity story, not a traditional software multiple story.
The strongest bull argument is contract visibility from hyperscalers and AI builders that need nontraditional GPU cloud capacity.
The main bear argument is that debt, capex, and customer concentration can overwhelm headline revenue growth if utilization or pricing weakens.
About Nebius Group N.V.
Nebius is an AI infrastructure company built from the non-Russian Yandex assets. The investment case centers on GPU cloud capacity, data-center execution, and whether hyperscaler demand can justify a capital-heavy buildout.
This identity, sector, and leadership context feeds directly into TECHi’s Forward model inputs for governance, execution risk, and long-horizon signals.
At a glance
- Sector
- COMMUNICATION SERVICES
- Industry
- INTERNET CONTENT & INFORMATION
- Founded
- 1990
- Country
- USA
- Exchange
- NASDAQ
- Asset type
- Common Stock
- Fiscal year end
- December
- Latest quarter
- Mar 31, 2026
- CIK
- 1513845
Registration and ownership
- Float shares
- 210.58M
- Insider ownership
- 3.74%
- Institutional ownership
- 63.18%
- Address
- SCHIPHOL BOULEVARD 165, SCHIPHOL, NETHERLANDS, 1118 BG
Size & scale
- Market cap
- $57.47B
- Enterprise value
- $58.87B
- Shares outstanding
- 220.41M
- Currency
- USD
Frequently asked
Common questions.
What does Nebius Group N.V. do?
Nebius Group N.V.'s business profile, sector, industry, headquarters, founding year, employee count, leadership, and product portfolio are summarised on the NBIS Profile page — sourced from issuer disclosures and the TECHi-curated company record.
Who is the CEO of Nebius Group N.V.?
Current leadership is listed on the NBIS Profile page with links to TECHi's Leaders pages where each named executive has a long-form profile, beat assignments, and connected products.
Where is Nebius Group N.V. headquartered?
Nebius Group N.V.'s headquarters address, country, and employee count are displayed on the Profile page; deeper geographic revenue mix lives in the Financials tab.
What products does Nebius Group N.V. ship?
The Profile page lists Nebius Group N.V.'s key products with deep links to TECHi's per-product pages (specs, pricing, market share, alternatives) under /products/.