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The themes Nebius is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
Neoclouds & AI hosts
InspectStocks 編集 · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- 株価、1 年
- -31.4%
- 売上、1 年
- -28.1%
+9A 1D 6F 8
- キュレーション
Cloud platforms
InspectStocks 編集 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 株価、1 年
- -8.4%
- 売上、1 年
- +16.4%
+9A 4B 1C 3D 5F 2
Highest-graded in Internet Content and Information
Graded A or B and worth $2B or more: A first, then the largest.
SPOTSpotify Technology S.A.$126.1BA+
RDDTReddit, Inc.$19.9BA+
BZKanzhun Limited$12BA+
PINSPinterest, Inc.$11.2BA
SNAPSnap Inc.$9.1BA
Grade rose recently in Communication Services
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMXAmerica Movil SAB DE CV2026年10月22日BAGraded B, now A
LYVLive Nation Entertainment, Inc.2026年11月5日CBGraded C, now B
TKOTKO Group Holdings, Inc.2026年11月4日BAGraded B, now A
CHTRCharter Communications, Inc.2026年11月6日FBGraded F, now B
NXSTNexstar Media Group, Inc.2026年11月5日CAGraded C, now A
どうやって稼いでいるか
- Nebius AI cloud computing, software and related services90%
- TripleTen technology education10%
- Avride self-driving vehicles and delivery robots0%
売上構成比はyear ended December 31, 2025の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
GPU computing
Rentable computing capacity, from individual servers to large connected groups of servers, for training and running AI models.
Nebius storage
Online storage for customers’ data, including storage for individual files, shared files and large collections of stored data.
Nebius Token Factory
A managed service for running and adjusting AI models, priced according to the amount of text the models process or generate.
さらに3件を表示
Nebius machine-learning tools
Software for preparing data, scheduling AI jobs, and developing and deploying models, including managed versions of tools such as MLflow and JupyterLab.
Avride autonomous vehicles and delivery robots
Self-driving cars for ride services and sidewalk robots for food, grocery and other deliveries.
TripleTen career programs
Courses that train people for technology careers, including in data analytics, cybersecurity, software engineering and AI.
誰が買っているか6
- Companies that rent computing capacity to develop AI models or use AI inside their products and operations.
- Software companies that use Nebius computing capacity and services to build or run AI features in their products.
- AI-focused companies, research labs and independent developers that rent computing capacity for training, adjusting or running models.
さらに3件を表示
- Large cloud and technology companies, including Microsoft and Meta, which have signed multi-year contracts for computing capacity.
- Businesses and users reached through Avride’s delivery and ride-service partners, including Uber and Grubhub.
- Individuals taking TripleTen career courses, as well as companies buying technology training for their employees.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Nebius relies on a limited number of suppliers for advanced computing hardware, including NVIDIA chips and equipment from server manufacturers.
- 2Its cloud service depends on access to large amounts of reliable electricity, data-center sites, network connections and, for some capacity, third-party data-center operators.
- 3The group’s growth depends on customers using the computing capacity it builds and on its ability to sign and deliver customer contracts.
うまくいかなくなる可能性
- 1If customers do not use the computing capacity Nebius builds, or reduce or delay AI spending, the company may not earn enough from its data-center investments.
- 2Shortages, delivery delays or higher prices for advanced chips and other specialized hardware could limit the computing capacity Nebius can bring online.
- 3Difficulty securing suitable sites, sufficient electricity or reliable third-party data-center services could slow expansion or interrupt service.
Nebius Group N.V.について
Nebius’s main business rents computing power built around graphics processing units (GPUs), along with storage and software used to prepare data, train artificial-intelligence (AI) models, and run them for customers. Its tools also help customers manage machine-learning (ML) work and use AI models without managing the underlying computers themselves. The group also develops self-driving vehicles and delivery robots through Avride, and sells technology career courses through TripleTen.
- 本社
- Amsterdam, Netherlands
- 従業員数
- approximately 1,500 (December 31, 2025, high)
- 上場市場
- Nasdaq Global Select Market
- 決算期
- December 31
Nebius Group N.V. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。