Nebius: The Next Big AI Powerhouse
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Show Notes
Nebius, a neocloud AI player backed by Nvidia, is poised for explosive growth. With Meta, Microsoft, and indie developers on board, demand is surging. From two data centers in 2024 to seventeen by 2026, Nebius is scaling rapidly. In Q4 2025, core AI revenue soared 802% YoY to $228M, projecting a run rate of $7-9B by year-end. If Nebius captures market share and turns profitable, it could become a true AI powerhouse, reshaping portfolios in this trillion-dollar buildout.
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