Mega AI Cloud Deals And Convertible Raise Could Be A Game Changer For Nebius Group (NBIS)

Nebius Group recently secured multi-billion-dollar, multi-year AI infrastructure contracts with Microsoft and Meta, raised about US$2.75 billion in convertible senior notes plus a US$1 billion equity offering, and continued positioning itself as a major alternative AI cloud provider in Europe and North America. At the same time, Nebius is using its AI cloud to back early-stage robotics and physical AI startups with US$1.5 million in compute credits, highlighting how it is cultivating future...