Market PositionNebius Group is emerging as one of the first true alternatives to hyperscaler-dominated AI compute, offering dedicated AI compute with transparent pricing and scalable infrastructure.
Revenue GrowthThere is an expected increase in revenue, hitting a $750 million revenue run rate from data centers, with new data centers expected to have high demand and margins.
ValuationNebius Group's valuation is considered undervalued, with a conservative sum-of-the-parts valuation suggesting a $12 billion enterprise value.