Will Microsoft Partnership and Aether Launch Transform Nebius Group's (NBIS) AI Leadership Narrative?

In October 2025, Microsoft announced a landmark multi-year agreement with Nebius Group to supply dedicated GPU capacity to Azure, coinciding with Nebius's release of its enterprise-focused AI Cloud 3.0 "Aether" platform for critical AI workloads across regulated industries. This move enhances Nebius's position in the global AI infrastructure market by integrating advanced compliance, performance, and developer productivity features into its offering. These developments highlight Nebius...