Nebius Group Stock Price, News & Analysis

Avride (NBIS) secured strategic investments and commercial commitments totalling up to $375 million from Uber and Nebius, building on a 2024 multi-year strategic agreement. The funding is intended to accelerate fleet growth, support AI-driven product development, and expand into new geographies. Avride plans to launch a robotaxi service on the Uber platform in Dallas by end of 2025, while its delivery robots already operate on Uber Eats in Jersey City, Austin, and Dallas.

Nebius (NBIS) launched Nebius AI Cloud 3.0 “Aether” on October 16, 2025, delivering enterprise-grade security, governance, and developer workflows for production AI.

Key features include SOC 2 Type II (including HIPAA) and ISO 27001 certifications, alignment with NIS2 and DORA principles, enhanced IAM and observability, automated health monitoring, and storage performance upgrades. Nebius reports leading MLPerf Inference v5.1 results with NVIDIA GB200 NVL72 and HGX B200 systems and designation as an NVIDIA Exemplar Cloud. The platform offers global deployments, local data residency options, and partnerships (TD SYNNEX, Anyscale, SkyPilot).

TD SYNNEX (NYSE: SNX) launched an AI Infrastructure-as-a-Service (AI IaaS) offering in North America via a partnership with Nebius (NASDAQ: NBIS) on October 8, 2025. The service gives TD SYNNEX partners access to Nebius AI Cloud with direct NVIDIA GPU access, flat-rate pricing, reserved-instance options, and high-performance interconnects (NVIDIA Quantum-X800 InfiniBand and NVLink).

Key capabilities include rapid provisioning (hours), support for training and inference on NVIDIA HGX B200 today with HGX B300 and GB300 NVL72 coming, partner enablement resources, and plans to add more AI IaaS offerings over the coming months.

Nebius Group (NASDAQ: NBIS), an AI infrastructure company, announced that underwriters have fully exercised their option to purchase an additional 1,621,621 Class A shares at $92.50 per share. This brings the total gross proceeds from the Class A offering to approximately $1.15 billion.

The company previously completed its initial Class A offering and convertible notes offering due 2030 and 2032 on September 15, 2025. The combined proceeds from all offerings total approximately $4.3 billion. Goldman Sachs led the offering as the book-running manager, with Morgan Stanley, BofA Securities, and Citigroup serving as additional book-running managers.

Nebius (NYSE:NBIS) has announced the launch of the Nebius Robotics and Physical AI Awards, a global competition aimed at identifying innovative startups and scale-ups in robotics and vision AI systems. The winners will be revealed at the Nebius Robotics and Physical AI Summit & Awards Ceremony on December 9, 2025, in Mountain View, CA.

The competition features five categories: Foundation Models, Data Engines, Industrial Robotics Deployment, Vision AI and Streaming Video Analytics, and Platforms for Benchmarking. Winners will receive up to $100,000 in compute credits for Nebius AI Cloud, powered by NVIDIA AI infrastructure, along with global exposure and networking opportunities.

Nebius Group (NASDAQ: NBIS), a leading AI infrastructure company, has successfully completed two major financing events with combined gross proceeds of approximately $4.2 billion. The company closed its public offering of 10,810,811 Class A ordinary shares at $92.50 per share, with underwriters having a 30-day option to purchase an additional 1,621,621 shares.

Additionally, Nebius completed a private offering of convertible senior notes in two series: 1.00% notes due 2030 and 2.75% notes due 2032, each with an aggregate principal amount of approximately $1.58 billion, totaling $3.16 billion. The proceeds will support the company's growth initiatives, including its recent Microsoft AI infrastructure agreement, through compute power acquisition, strategic land acquisition, and data center expansion.

Nebius Group (NASDAQ: NBIS) has announced the pricing of an upsized $2.75 billion convertible senior notes offering in two series: $1.375 billion of 1.00% notes due 2030 and $1.375 billion of 2.75% notes due 2032. The offering was increased from the initially planned $2.0 billion.

Concurrent with this, the company priced a $1.0 billion public offering of Class A shares. The initial conversion rate for both note series is 7.2072 Class A shares per $1,000, representing a conversion price of $138.75 per share - a 50% premium over the Class A share offering price of $92.50.

Nebius Group plans to use the combined net proceeds of approximately $3.67 billion (excluding option exercises) to finance business growth, including compute power acquisition, data center expansion, and strategic land acquisition.

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.