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Nebius Group Soars 475% Amid AI Demand, Microsoft Deal

11/9/2025

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Summary

Story summary

Nebius Group, a cloud infrastructure company, has surged 475% in the past year as AI data-center demand and a large revenue backlog drive growth, despite a price-to-sales ratio of 114.
Nebius reports a $19.4 billion contract with Microsoft for dedicated Graphics Processing Unit (GPU) infrastructure.
Analysts project $4.4 billion in revenue by 2027 and a near-$84 billion market cap, about 180% higher than today.

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Story summary

Nebius Group, a cloud infrastructure company, has surged 475% in the past year as AI data-center demand and a large revenue backlog drive growth, despite a price-to-sales ratio of 114.
Nebius reports a $19.4 billion contract with Microsoft for dedicated Graphics Processing Unit (GPU) infrastructure.
Analysts project $4.4 billion in revenue by 2027 and a near-$84 billion market cap, about 180% higher than today.