{"id":"9f66cf6b-6c81-44f0-ae30-5f0082b43342","name":"Nebius","slug":"nebius","description":"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.\n\nThe 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.\n\nDistinctively 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.","status":"private","founded":0,"hq":"Amsterdam, Netherlands","hqLat":52.3730796,"hqLng":4.8924534,"hqGeocodedAt":"2026-08-23T21:15:11.561Z","hqAddress":null,"hqPrecision":null,"website":"https://nebius.com","fundingTotal":null,"type":"infrastructure","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":54,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://en.wikipedia.org/wiki/Nebius_Group","title":"Nebius Group"},{"url":"https://nebius.com/company","title":"Nebius Company and Leadership"},{"url":"https://nebius.com/prices","title":"Nebius AI Cloud Pricing"},{"url":"https://nebius.com/blog","title":"Nebius Blog"},{"url":"https://mms.businesswire.com/media/20260812963359/en/2874372/1/SHLQ226.pdf","title":"Nebius Group Q2 2026 Letter to Shareholders","sourceName":"Nebius Group","publishedAt":"2026-08-12"},{"url":"https://www.reuters.com/technology/nebius-hikes-ai-cloud-prices-again-demand-computing-power-soars-2026-09-17/","title":"Nebius hikes AI cloud prices again as demand for computing power soars","sourceName":"Reuters"},{"url":"https://newsletter.semianalysis.com/p/clustermax-30-the-industry-standard","title":"ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns","sourceName":"SemiAnalysis","publishedAt":"2026-09-23"},{"url":"https://x.com/SemiAnalysis_/status/2102871810123383166","title":"SemiAnalysis announces ClusterMAX 3.0 on X","sourceName":"X (@SemiAnalysis_)","publishedAt":"2026-09-23"},{"url":"https://x.com/nebiusai/status/2102879043238396244","title":"Nebius announces ClusterMAX 3.0 Platinum rating","sourceName":"X (@nebiusai)","publishedAt":"2026-09-23"},{"url":"https://financefeeds.com/nebius-inference-prices-up-18-3-percent-token-factory/","title":"Nebius Raises Token Factory Inference Prices 18.3% From Oct 1","sourceName":"FinanceFeeds (citing customer communications / Stocktwits)","publishedAt":"2026-09-25"},{"url":"https://dep.nj.gov/wp-content/uploads/newsrel/2026/dataone75894-aonocapa.pdf","title":"NJDEP Administrative Order and Notice of Civil Administrative Penalty Assessment (DataOne / PEA260001-75894)","sourceName":"NJDEP","publishedAt":"2026-09-22"},{"url":"https://www.nj.gov/governor/news/2026/20260922a.shtml","title":"Governor Sherrill Statement on $1.07 Million Fine Against Vineland Data Center","sourceName":"Office of the Governor of New Jersey","publishedAt":"2026-09-22"},{"url":"https://floodlightnews.org/new-jersey-dataones-illegal-still-running/","title":"New Jersey says DataOne's 62 generators are illegal. It's letting them run for 45 more days.","sourceName":"Floodlight","publishedAt":"2026-09-23"},{"url":"https://www.techradar.com/pro/new-jersey-hits-data-center-powering-microsoft-copilot-with-usd1m-fine-after-drone-expose-62-secretly-installed-gas-generators","title":"New Jersey hits data center powering Microsoft Copilot with $1M fine after drone expose","sourceName":"TechRadar Pro","publishedAt":"2026-09-23"},{"url":"https://assets.nebius.com/assets/aa1bc2e6-df83-40cd-a6a2-95e7cda3d16c/Nebius%20SHL_Q1%202026.pdf","title":"Nebius Group Letter to shareholders Q1 2026 ($7B-$9B ARR guide)","sourceName":"Nebius IR (Q1 2026 shareholder letter)","publishedAt":"2026-05-13"},{"url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf","title":"Nebius Group Letter to shareholders Q2 2026 (reaffirms full-year 2026 guidance; ARR $3.0B)","sourceName":"Nebius IR (Q2 2026 shareholder letter)","publishedAt":"2026-08-12"},{"url":"https://www.globenewswire.com/news-release/2026/09/30/3371855/0/en/aib-data-centers-signs-contract-with-nebius-for-ai-data-center-capacity.html","title":"AIB Data Centers Signs Contract with Nebius for AI Data Center Capacity","sourceName":"GlobeNewswire (AIB Data Centers Inc.)","publishedAt":"2026-09-30"},{"url":"https://x.com/AIStockSavvy/status/2105273081811943867","title":"Secondary X summary of AIB x Nebius 50 MW deal","sourceName":"X (@AIStockSavvy)","publishedAt":"2026-09-30"},{"url":"https://cryptobriefing.com/aib-data-centers-nebius-ai-50mw-deal/","title":"AIB Data Centers secures 50 MW deal with Nebius AI cloud in 12-year agreement","sourceName":"CryptoBriefing","publishedAt":"2026-09-30"},{"url":"https://nebius.com/newsroom/nebius-acquires-inferize-to-strengthen-nebius-token-factorys-production-inference-stack","title":"Nebius acquires Inferize to strengthen Nebius Token Factory's production inference stack","sourceName":"Nebius","publishedAt":"2026-10-01"},{"url":"https://www.eqs-news.com/news/corporate/nebius-acquires-inferize-to-strengthen-nebius-token-factorys-production-inference-stack/f17d6c50-11a1-4f87-b8d8-89c91afc33d6","title":"Nebius Group: Nebius acquires Inferize to strengthen Nebius Token Factory's production inference stack","sourceName":"EQS News (Nebius corporate announcement)","publishedAt":"2026-10-01"},{"url":"https://theinference.org/article/nebius-raises-hourly-gpu-rates-up-to-21-from-1-october","title":"Nebius raises hourly GPU rates up to 21% from 1st October","sourceName":"The Inference","publishedAt":"2026-09-18"},{"url":"https://x.com/CCIR_IO/status/2105743449919992300","title":"CCIR Q4 compute note: Nebius on-demand hike + spot market-driven Oct 8","sourceName":"X (@CCIR_IO)","publishedAt":"2026-10-01"},{"url":"https://x.com/amaar_codes/status/2105745755495391612","title":"Nebius on-demand GPU price card (H100/H200/B200)","sourceName":"X (@amaar_codes)","publishedAt":"2026-10-01"}],"keyFacts":[{"label":"Headquarters","value":"Amsterdam, Netherlands"},{"label":"Status","value":"private"},{"label":"Type","value":"brain"},{"label":"Exchange listing","value":"Nasdaq: NBIS (Nasdaq-100 component); trades as Nebius Group N.V.","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Corporate origin","value":"Rebranded from Yandex N.V. in 2024 after divesting the Russian businesses; retained international assets under founder Arkady Volozh","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"2025 revenue","value":"$529.8 million (FY2025)","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Employee count","value":"1,371 (2025)","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Announced hourly pricing","value":"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%.","sourceUrl":"https://nebius.com/prices"},{"label":"Silicon partnerships","value":"Nvidia-first across HGX H100, H200, B200, B300, and GB200/GB300 NVL72; Nvidia took a $2 billion strategic stake in March 2026","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Data center footprint","value":"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","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Recent expansion","value":"AI factory announced in Birmingham, Alabama (2026); managed inference service Nebius Token Factory adopted Nvidia Groq 3 LPX as first cloud in 2026","sourceUrl":"https://nebius.com/blog"},{"label":"December 2024 raise","value":"$700 million private placement led by Nvidia and Accel to fund cloud infrastructure buildout","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Notable M&A","value":"Acquired AI search company Tavily for approximately $400 million in February 2026","sourceUrl":"https://en.wikipedia.org/wiki/Nebius_Group"},{"label":"Adjacent holdings","value":"Wholly owned: Avride (autonomous vehicles), TripleTen (edtech). Equity stakes in Toloka and ClickHouse.","sourceUrl":"https://nebius.com/company"},{"label":"Positioning","value":"Training-first hyperscale neocloud with vertically integrated owned campuses plus select colocation; layers a managed-inference Token Factory product on top","sourceUrl":"https://nebius.com/blog"},{"label":"Power capacity (live)","value":"~170 MW active (end-2025)"},{"label":"Power capacity (planned)","value":"up to 5,000 MW contracted target by end-2026"},{"label":"GPU fleet (verified)","value":"~60,000 (reported)"},{"label":"Primary accelerator","value":"NVIDIA H100 / H200 / B200 / GB200"},{"label":"On-demand GPU pricing (Oct 1 2026)","value":"Reported ([reported](https://theinference.org/article/nebius-raises-hourly-gpu-rates-up-to-21-from-1-october); also [CCIR X](https://x.com/CCIR_IO/status/2105743449919992300); [amaar_codes X](https://x.com/amaar_codes/status/2105745755495391612)): 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"},{"label":"ClusterMAX 3.0 Platinum (Sep 2026)","value":"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"},{"label":"Token Factory PAYG ~+18.3% (Oct 1 2026, reported)","value":"Reported ([reported](https://financefeeds.com/nebius-inference-prices-up-18-3-percent-token-factory/)): 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"},{"label":"Vineland host (DataOne) NJDEP air penalty (Sep 2026, reported)","value":"Reported ([reported](https://www.nj.gov/governor/news/2026/20260922a.shtml); NJDEP order [PDF](https://dep.nj.gov/wp-content/uploads/newsrel/2026/dataone75894-aonocapa.pdf); [Floodlight](https://floodlightnews.org/new-jersey-dataones-illegal-still-running/)): 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"},{"label":"YE26 exit ARR guide $7B-$9B (company-stated)","value":"Company-stated ([company-stated](https://assets.nebius.com/assets/aa1bc2e6-df83-40cd-a6a2-95e7cda3d16c/Nebius%20SHL_Q1%202026.pdf); also [Q2 SHL](https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf)): 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)"},{"label":"AIB Data Centers 50 MW SE US capacity (company-stated, Sep 2026)","value":"Company-stated via AIB press ([company-stated](https://www.globenewswire.com/news-release/2026/09/30/3371855/0/en/aib-data-centers-signs-contract-with-nebius-for-ai-data-center-capacity.html)): 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"},{"label":"AIB 50 MW SE US capacity start H2 2027 (reported, Sep 2026)","value":"Reported ([reported](https://cryptobriefing.com/aib-data-centers-nebius-ai-50mw-deal/)): 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"},{"label":"Acquired Inferize for Token Factory (company-stated, Oct 2026)","value":"Company-stated ([company-stated](https://nebius.com/newsroom/nebius-acquires-inferize-to-strengthen-nebius-token-factorys-production-inference-stack); also [EQS](https://www.eqs-news.com/news/corporate/nebius-acquires-inferize-to-strengthen-nebius-token-factorys-production-inference-stack/f17d6c50-11a1-4f87-b8d8-89c91afc33d6)): 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"},{"label":"Spot GPU pricing market-driven from Oct 8 2026 (reported)","value":"Reported ([reported](https://x.com/CCIR_IO/status/2105743449919992300)): 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"}],"aliases":[],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":1371,"employeeCountBasis":"Wikipedia company infobox citing company disclosures","employeeCountAsOf":"2025-01-01T00:00:00.000Z","marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-19T03:55:13.949Z","updatedAt":"2026-10-01T21:03:32.426Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/nebius","url":"https://registry.deploy.report/companies/nebius","name":"Nebius","description":"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.\n\nThe 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.\n\nDistinctively 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.","identifier":"9f66cf6b-6c81-44f0-ae30-5f0082b43342","address":"Amsterdam, Netherlands","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":24,"primary_source_types":["knowledge-base","secondary-established-publication"]}}}