Nebius Group Stock Price, News & Analysis

Nebius Group (NASDAQ: NBIS) has announced the pricing of two major offerings: a $1 billion public offering of Class A ordinary shares at $92.50 per share, and $2.75 billion in convertible senior notes in two series. The notes consist of $1.375 billion of 1.00% convertible notes due 2030 and $1.375 billion of 2.75% notes due 2032.

The company expects net proceeds of approximately $979.5 million from the share offering and $2.69 billion from the notes offering, excluding potential additional purchases through underwriter options. The funds will be used for business growth, including compute power acquisition, strategic land purchases, and data center expansion.

Goldman Sachs leads the offering as book-running manager, alongside Morgan Stanley, BofA Securities, and Citigroup. The offering is expected to close on September 15, 2025.

Nebius Group (NASDAQ: NBIS) has announced plans to raise substantial capital through a $2 billion private offering of convertible senior notes in two series: $1 billion in notes due 2030 and $1 billion due 2032. The company is also concurrently offering $1 billion in Class A ordinary shares in a public offering.

The notes will be senior, unsecured obligations with initial purchasers having options to buy additional notes worth $150 million for each series. The notes will reach 115% of their original principal amount at maturity and can be converted to cash, Class A shares, or a combination thereof. The company plans to use the proceeds for business growth, including compute power acquisition, data center expansion, and strategic land acquisition.

Nebius (NASDAQ: NBIS), a leading AI infrastructure company, has announced a dual offering of convertible notes and Class A shares to fund its accelerated growth strategy. The company plans to use the proceeds to expand its data center footprint, acquire computing hardware, and secure strategic land plots.

Following its recent long-term contract with Microsoft, Nebius aims to optimize its capital structure through a combination of contract-backed debt financing and diversified funding sources. The company's convertible notes strategy focuses on minimizing shareholder dilution through high conversion premiums while maintaining balance sheet flexibility.

Nebius Group (NASDAQ: NBIS), a leading AI infrastructure company, has announced a significant public offering consisting of two components. The company plans to offer $1 billion in Class A ordinary shares with an additional 30-day option for underwriters to purchase up to $150 million more shares.

Concurrently, Nebius is offering $2 billion in convertible senior notes to qualified institutional buyers, split between notes due 2030 and 2032, with a 13-day option for initial purchasers to acquire an additional $300 million in total. The proceeds will fund business growth, including compute power acquisition, strategic land plots, and data center expansion.

Goldman Sachs leads the offering as the primary book-running manager, with Morgan Stanley, BofA Securities, and Citigroup serving as additional book-running managers.

Nebius (NASDAQ: NBIS) has secured a multi-year agreement to provide AI infrastructure to Microsoft from its new data center in Vineland, New Jersey. The dedicated capacity delivery will commence in late 2025.

CEO Arkady Volozh highlighted this as the first of expected long-term contracts with major tech companies and AI labs. The company plans to finance the capital expenditure through a combination of deal-generated cash flow and secured debt. Nebius is also exploring additional financing options to support accelerated growth beyond initial plans.

Nebius (NASDAQ: NBIS), a leading AI infrastructure company, reported exceptional Q2 2025 financial results with revenue of $105.1 million, representing a dramatic 625% year-over-year and 106% quarter-over-quarter growth. The company has increased its annualized run-rate revenue (ARR) guidance for 2025 to $900 million - $1.1 billion.

Key highlights include the core business achieving positive Adjusted EBITDA ahead of plan and plans to secure more than 1 GW of power capacity by end of 2026. While showing strong revenue growth, the company reported operating expenses of $216.3 million (206% of revenue) and significant investments in infrastructure with $510.6 million in property and equipment purchases during Q2.

Nebius Group (NASDAQ: NBIS), a leading AI infrastructure company, has released its 2024 Sustainability Report showcasing how sustainability drives competitive advantages. The report highlights approximately 20% lower total cost of ownership (TCO) through infrastructure efficiencies and significant environmental achievements.

Key metrics include 94% low-carbon electricity sourcing, market-leading emissions intensity of 0.04 tCO₂-eq per 1 MWh, and 10 GWh energy savings through custom-designed servers. The company's flagship data center in Mäntsälä, Finland, demonstrates exceptional efficiency with innovative heat recovery covering 65% of local municipality heating needs. The report, aligned with European Sustainability Reporting Standards (ESRS), emphasizes Nebius's commitment to transparent sustainability reporting and long-term value creation in AI infrastructure.

Nebius (NASDAQ: NBIS) has announced the winners of its first AI Discovery Awards, providing over $850,000 in GPU cloud and inferencing credits to innovative healthcare and life sciences companies. The competition selected four main winners from 257 global applications, each receiving $100,000 in GPU credits. Winners include Ataraxis AI (cancer treatment prediction with 30% higher accuracy), Aikium (targeting undruggable proteins), Transcripta Bio (transcriptomic atlas with billion gene responses), and MetaSight Diagnostics (population-scale disease diagnostics). Second and third-place winners received $50,000 and $30,000 respectively, while seven honorable mentions in each category got $5,000 in credits. The awards were judged by 19 experts from leading organizations including AstraZeneca BioPharma, NVIDIA, Monte Rosa Therapeutics, and Utrecht University.

Nebius (NASDAQ: NBIS) has announced the first general availability of NVIDIA GB200 Grace Blackwell Superchip capacity in Europe, marking a significant expansion of AI infrastructure. The company is integrating NVIDIA's accelerated computing and enterprise-grade software into its Nebius AI Cloud platform, including the NVIDIA AI Enterprise software stack. As an early adopter, Nebius collaborated with LMArena to implement their Prompt-to-Leaderboard system using GB200 NVL72 infrastructure. The company will also offer RTX PRO 6000 Blackwell Server Edition instances later this year. As the first European-headquartered Reference Platform NVIDIA Cloud Partner, Nebius aligns with EU regulatory standards and supports strategic AI initiatives like Milestone Systems' Project Hafnia, focusing on compliant AI solutions for smart cities.