DEPLOYDatabase

Company

Nebius

Nebius Group is the Amsterdam-headquartered AI compute cloud that emerged in 2024 from the restructuring of Yandex N.V., after the Russian search company's…

HQ
Amsterdam, Netherlands
Status
private

Employees

1.4k

Overview

Nebius Group is the Amsterdam-headquartered AI compute cloud that emerged in 2024 from the restructuring of Yandex N.V., after the Russian search company's founder Arkady Volozh divested the Russia-based businesses and kept the international assets. It trades on Nasdaq under NBIS and reported roughly $530 million in 2025 revenue, a figure the company has guided sharply higher as new capacity comes online. Alongside the core AI cloud sit adjacent holdings: autonomous-driving unit Avride, edtech TripleTen, and equity stakes in Toloka and ClickHouse.

The operator sits in the training-first tier of the neocloud pack, positioning against CoreWeave and Crusoe with vertically integrated data centers rather than pure colocation. Its anchor site is a self-built campus in Mantsala, Finland, joined by a colocated GPU cluster at Equinix Paris, an under-construction cluster in Kansas City, Missouri, and a 300 MW campus rising in Vineland, New Jersey. In 2026 Nebius disclosed a multi-year capacity contract with Microsoft valued in the multi-billion-dollar range, and Nvidia committed a $2 billion strategic investment in March 2026, cementing its status as a preferred Nvidia partner across the Hopper and Blackwell generations.

Distinctively for a neocloud, Nebius publishes on-demand and preemptible per-GPU-hour pricing directly on its site, ships a managed inference product it calls Token Factory, and pairs the raw compute business with a research and developer-programs arm inherited from its Yandex engineering roots. The February 2026 acquisition of AI search company Tavily for roughly $400 million signals a push up the stack into agent tooling rather than staying purely at the infrastructure layer.

Verified record

Verified deployments
None on file
Active incidents
None on file

Key facts

Headquarters

Amsterdam, Netherlands

Status

private

Type

brain

Exchange listing

Nasdaq: NBIS (Nasdaq-100 component); trades as Nebius Group N.V.

Corporate origin

Rebranded from Yandex N.V. in 2024 after divesting the Russian businesses; retained international assets under founder Arkady Volozh

2025 revenue

$529.8 million (FY2025)

Employee count

1,371 (2025)

Announced hourly pricing

On-demand per GPU-hour: H100 $3.85, H200 $4.50, B200 $7.15, B300 $7.85; preemptible: H100 $2.15, H200 $2.45, B200 $3.95, B300 $4.30. GB200/GB300 NVL72 by contract; reservations save up to 35%.

Silicon partnerships

Nvidia-first across HGX H100, H200, B200, B300, and GB200/GB300 NVL72; Nvidia took a $2 billion strategic stake in March 2026

Data center footprint

Self-built campus in Mantsala, Finland; colocated GPU cluster at Equinix Paris; cluster under construction in Kansas City, Missouri; 300 MW campus under construction in Vineland, New Jersey

Recent expansion

AI factory announced in Birmingham, Alabama (2026); managed inference service Nebius Token Factory adopted Nvidia Groq 3 LPX as first cloud in 2026

December 2024 raise

$700 million private placement led by Nvidia and Accel to fund cloud infrastructure buildout

Notable M&A

Acquired AI search company Tavily for approximately $400 million in February 2026

Adjacent holdings

Wholly owned: Avride (autonomous vehicles), TripleTen (edtech). Equity stakes in Toloka and ClickHouse.

Positioning

Training-first hyperscale neocloud with vertically integrated owned campuses plus select colocation; layers a managed-inference Token Factory product on top

Power capacity (live)

~170 MW active (end-2025)

Power capacity (planned)

up to 5,000 MW contracted target by end-2026

GPU fleet (verified)

~60,000 (reported)

Primary accelerator

NVIDIA H100 / H200 / B200 / GB200

On-demand GPU pricing (Oct 1 2026)

Reported (reported; also CCIR X; amaar_codes X): pay-as-you-go Nvidia GPU rates effective Oct 1 2026: H100 $3.85 to $4.50/hr (~+17%), H200 $4.50 to $5.40 (~+20%), B200 $7.15 to $8.50 (~+19%), B300 $7.85 to $9.50 (~+21%). The Inference also cites AMD EPYC CPU ~+25% and memory ~+41%; notes Nebius would not confirm the card when Seeking Alpha asked, while the customer notice circulated on Reddit/X in mid-September. Distinct from the Oct 7 2026 AWS Capacity Blocks reservation-rate update. Cap: secondary rate-card reporting, not a Nebius newsroom primary

ClusterMAX 3.0 Platinum (Sep 2026)

Nebius joins CoreWeave in SemiAnalysis ClusterMAX 3.0 Platinum (highest tier), up from Gold in ClusterMAX 2.0. SemiAnalysis: "unquestionably an industry leader with strong offerings in every category" and able to command a price premium. SemiAnalysis ClusterMAX 3.0 (Sep 23 2026): covers 77 managed GPU clouds in depth; raised the bar so only 19 providers hit a Medallion rating (Platinum/Gold/Silver/Bronze). Analyst ranking from hands-on cluster testing; not a company press release

Token Factory PAYG ~+18.3% (Oct 1 2026, reported)

Reported (reported): FinanceFeeds (Sep 25 2026), citing customer communications posted publicly / Stocktwits (Sep 23), says Nebius Token Factory pay-as-you-go dedicated endpoint prices rise ~18.3% on average from Oct 1 2026: H100 ~$4.05→$4.70 (+16%), H200 ~$4.70→$5.60 (+19%), B200 ~$7.40→$8.70 (+18%), B300 ~$8.10→$9.70 (+20%). Nebius has not issued a matching formal press release; treat per-hour figures as well-sourced but company-unconfirmed until a primary disclosure. Distinct from the already-shipped Reuters on-demand GPU +17% to +21% hike (same Oct 1 effective date). ClusterMAX Platinum already on this page from SemiAnalysis; not re-derived from digest X

Vineland host (DataOne) NJDEP air penalty (Sep 2026, reported)

Reported (reported; NJDEP order PDF; Floodlight): NJDEP assessed DataOne $1,072,000 after a Jul 29 2026 inspection found 62 Caterpillar G3516H natural-gas generators (1,982 kW each) installed/operated without preconstruction permits / operating certificates at the Vineland facility tied to Nebius's New Jersey campus. Generators may continue during a 45-day permit-application window. Cap: enforcement against host DataOne, not a Nebius penalty; Microsoft is described in secondary coverage as the AI customer of the Nebius-hosted capacity

YE26 exit ARR guide $7B-$9B (company-stated)

Company-stated (company-stated; also Q2 SHL): Nebius Group's Q1 2026 shareholder letter lists 2026 guidance including $7B-$9B ARR (annualized run-rate revenue). Q2 2026 shareholder letter reports ARR reached $3.0B at end of June and says the company is reaffirming full-year 2026 guidance across metrics, with contracted power target raised to 5 GW YE26 and connected-power guide 800 MW-1 GW. Cap: Nebius IR primaries; digest Truist Buy/$355 PT and $2.1T AI-cloud TAM not recorded (analyst-note class)

AIB Data Centers 50 MW SE US capacity (company-stated, Sep 2026)

Company-stated via AIB press (company-stated): Nebius signed a binding agreement for 50 MW critical IT capacity at AIB's southeastern US site on an initial 12-year term, framed by Nebius CPIO Andrey Korolenko as adding dedicated SE US capacity for training and inference with a time-to-power path from AIB's existing power position. Cap: AIB PR quoting Nebius; Nebius-owned release not separately fetched

AIB 50 MW SE US capacity start H2 2027 (reported, Sep 2026)

Reported (reported): CryptoBriefing says revenue on Nebius's 50 MW AIB Data Centers SE US capacity deal is expected to start in H2 2027. Cap: secondary; not in AIB GlobeNewswire primary body

Acquired Inferize for Token Factory (company-stated, Oct 2026)

Company-stated (company-stated; also EQS): on Oct 1 2026 Nebius announced it acquired Inferize, an inference optimization company whose technology shortens time to launch and scale large AI models (cutting cold-start / idle GPU capacity, framed as reducing the "idle GPU tax"). Inferize technology and team join Nebius Token Factory, Nebius's managed production-inference platform. Founded January 2026; terms of the transaction were not disclosed. Cap: company newsroom primary; do not invent secondary $100-150M estimates from trade press

Spot GPU pricing market-driven from Oct 8 2026 (reported)

Reported (reported): CCIR says Nebius spot goes market-driven on Oct 8 2026, with each GPU type and region getting its own price from capacity and demand, updating as often as every 15 minutes. Cap: CCIR X note; confirm against Nebius customer docs when available

Data & sources

News coverage

1

Web sources

23

24 sources backing this record.View all →

Partnerships

Every company Nebius has built with, alongside the ones only announced in a press release.

4 total2 operating2 just announced

Most-frequent partners

  1. 1DataOne2× joint4 total
  2. 2AIB Data Centers Inc.1× joint
  3. 3Avride1× joint3 total

Most recent

  1. with AIB Data Centers Inc.just announced
  2. with DataOneoperating
  3. with DataOneoperating

Relationships

Current leadership (8)

Founders (1)

See all founders across the registry →

Safety record

No incidents on record for Nebius.

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Nebius on the data-center map

Every verified data center Nebius operates that has a mapped coordinate (16 total). Filled circles are Tier-2 facilities and Tier-1 campuses under this operator; click any pin to open its record.

Nebius data centers (18)

AI data centers Nebius operates or is a party to, from the DEPLOY data center registry.

Recent coverage

Nebius in third-party press

Appears in DEPLOY reports