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Posted by
Two Blokes Jul 24 -
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Stock
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Nebius's vertically integrated and custom-built AI cloud infrastructure, and deep Nvidia partnership, give it an edge over legacy hyperscalers retrofitting their general use infrastructure to AI. Led by Arkady Volozh, Nebius boasts a world-class management team with high insider alignment and a proven track record from Yandex. Rapid revenue growth and improving EBITDA margins position Nebius for profitability by Q4 2025, with potential for upward revisions as a key upside catalyst.
