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Posted by
Two Blokes Jul 22 -
Filed in
Stock
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Nebius is a rapidly growing AI cloud provider, uniquely focused on small to midsized companies with flexible, user-friendly AI infrastructure and a strong NVIDIA partnership. The company projects explosive revenue growth and expects positive adjusted EBITDA by 2025, making its current valuation look attractive if forecasts are met. The company's main advantage over hyperscalers like AWS is its simplicity, flexibility, and competitive GPU pricing without long-term commitments, appealing to AI-native startups.