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Nvidia and Broadcom are making huge sums of money from the AI build-out. The AI hyperscalers look like compelling investments.

Nvidia's stock price has recently lagged its business performance. Nebius expects monster revenue growth this year.

Nebius (NBIS) is positioned as a leading GPU-based 'neocloud' provider, set to capture substantial market share in the AI infrastructure arms race. With a $27B Meta deal and $17.5B Microsoft contract, NBIS boasts a $46B backlog, supporting management's $7–9B ARR guidance for year-end. NBIS targets adjusted EBITDA margins in the 40% range by FY2026, with management's historically accurate projections underpinning confidence in the growth trajectory.

Nebius Group advances with strategic partnerships, notably a $2B Nvidia investment and a $12B Meta contract, strengthening its growth trajectory. NBIS raises $4.6B via convertible notes but faces ongoing capital needs, with total estimated raises reaching $20.5B to support expansion. Despite high CapEx and dilution risk, the company targets substantial EBITDA margin improvement and expects strong operating cash flow inflection by 2027.

Even as the Nasdaq slid into correction territory, shares of prominent software companies like Salesforce, CrowdStrike and Figma finished the session higher.

AMSTERDAM--(BUSINESS WIRE)--Nebius today unveiled Nebius AI Cloud 3.5, adding significant new capabilities to its full-stack cloud platform that reduce operational friction and enable AI builders to prototype, test, and ship products faster. The introduction of serverless features gives developers the ability to launch workloads almost instantly, eliminating the need for AI teams to spend significant time configuring infrastructure before they can run experiments, train or serve models in produ.