Why I Find Nebius Exciting in the Medium Term!
The Nebius Group is a leading AI infrastructure company with strong growth prospects driven by significant capacity expansion and a large, rapidly growing TAM.
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Nebius Group (NASDAQ: NBIS) is a leading AI infrastructure company that provides large-scale GPU clusters and a cloud platform. With its proprietary hardware and software, the company offers computing and storage services to AI developers. Additionally, the company operates three other businesses under its own brands: 1) Toloka, a data partner focusing on all phases of AI development; 2) TripleTen, a leading EdTech player; and 3) Avride, a provider of autonomous driving technology for self-driving cars and delivery robots. Nebius plans to increase...
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