Nebius to offer NVIDIA Blackwell Ultra AI platform

AMSTERDAM - Nebius (NASDAQ:NBIS), a $6.67 billion market cap AI infrastructure firm showing strong momentum with an 11.16% gain last week, has announced it will be among the first to provide the NVIDIA Blackwell Ultra AI platform, offering advanced computing power to AI developers and enterprises. According to InvestingPro data, the company maintains a robust financial position with a current ratio of 9.64, indicating strong liquidity to fund its expansion plans. The company will introduce NVIDIA GB300 NVL72-powered instances, which utilize 72 NVIDIA Blackwell Ultra GPUs, by the end of 2025.

The announcement coincides with the availability of NVIDIA Blackwell GPU capacity at Nebius’s U.S. data centers starting in the second quarter of 2025. Nebius’s CEO, Arkady Volozh, emphasized the importance of access to top-tier AI infrastructure for realizing AI’s full potential. He stated that Nebius’s AI-native multi-tenant cloud would offer powerful AI compute resources to its customers.

NVIDIA’s director of accelerated computing products, Dave Salvator, highlighted that Nebius’s early adoption of NVIDIA Blackwell and Blackwell Ultra-powered instances will accelerate the development of next-generation AI models and applications.

Additionally, Nebius has been named an ecosystem partner for NVIDIA Dynamo, an open-source inference serving framework. Dynamo on NVIDIA Blackwell reportedly increases throughput on DeepSeek-R1 by 30 times. With analysts projecting revenue growth of 371% for FY2025, the company appears well-positioned to capitalize on these technological advances. For deeper insights into Nebius’s growth prospects and financial health metrics, investors can access comprehensive analysis through InvestingPro, which offers exclusive access to over 10 additional ProTips and detailed financial metrics.

Nebius confirmed that its new data center in New Jersey will be exclusively dedicated to NVIDIA Blackwell-architecture GPUs, with NVIDIA HGX B200 deployment expected at its Kansas City data center in Q2 2025. Pre-orders for the instances are available on Nebius’s website.

The company is showcasing its AI Cloud and AI Studio at the GTC 2025 event, demonstrating its capabilities for AI builders and enterprises at Booth 809.

Nebius builds its AI Cloud on NVIDIA Reference Architecture, holding the status of Reference Platform NVIDIA Cloud Partner. This status is granted to a select few AI cloud providers globally and underscores Nebius’s expertise in full-stack hardware and software infrastructure for AI and machine learning workloads.

This news is based on a press release statement and does not constitute an endorsement of Nebius’s claims. The company’s forward-looking statements involve risks and uncertainties, and actual results may differ materially from predictions. While the stock has demonstrated strong momentum with a 49.37% return over the past six months, investors should note that the company is not currently profitable, with a negative EBITDA of $129.65 million in the last twelve months. For a comprehensive analysis of Nebius’s investment potential, including detailed valuation metrics and growth projections, consider accessing the full Pro Research Report available on InvestingPro.

In other recent news, Nebius Group reported its Q4 2024 earnings, revealing ambitious growth plans within the AI infrastructure sector. The company ended the year with $2.4 billion in cash, bolstered by a $700 million raise during the fourth quarter. Despite facing challenges such as longer deal lead times, Nebius projects an annualized run rate of $220 million by March 2025, with a target of $750 million to $1 billion by December 2025. Revenue guidance for 2025 is set between $500 million and $700 million.

Additionally, Nebius Group is enhancing its cloud computing capabilities with a new data center in New Jersey, part of a broader expansion strategy that includes additional capacity at existing sites in Kansas City and Iceland. This expansion is designed to meet growing customer demand and support the company’s strategic objectives in the AI infrastructure market. Analyst firm DA Davidson has maintained a Buy rating on Nebius Group, with a consistent price target of $50, citing the company’s diversified revenue stream as a protective factor against market volatility.

DA Davidson’s unique evaluation approach, which focuses on technological potential, reflects a positive outlook for Nebius Group’s long-term prospects. The company is also targeting a significant expansion of its data center capacity, aiming for 100 megawatts by the end of the year, with potential scalability to over 300 megawatts. These developments highlight Nebius Group’s aggressive growth strategy and its commitment to becoming a significant player in the AI compute landscape.

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