Nebius Is Aiming For The Clouds And So Is Their Stock Price

Nebius is a post-restructuring pure-play AI infrastructure company, rapidly scaling revenue and capacity with disciplined execution. Q1 2026 revenue surged 684% to $339M, EBITDA turned positive, and net income reached $621.2M, demonstrating operational leverage. Major strategic wins include a $27B, five-year Meta agreement and acquisitions advancing NBIS up the AI workload stack.