Cloud Infrastructure
Nebius
A neocloud AI infrastructure provider in which NVIDIA invested $2 billion at market prices to acquire an 8% equity stake in 2026, one of several direct cash investments NVIDIA has made in specialized AI cloud operators alongside its GPU supply relationships.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 76% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Nebius Group FY2025 Annual Report (Form 20-F), filed with the SEC95% source confidence
- Neocloud industry coverage — Nebius secures over $40 billion in contracted revenue from Microsoft and Meta62% source confidence
- Global Equity Briefing — NVIDIA invests $2 billion at market prices for an 8% stake in Nebius72% source confidence
- The Motley Fool — Nebius signs $46B+ in AI cloud deals with Microsoft and Meta as Q1 2026 revenue jumps 684%75% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Nebius depends on below, and who depends on Nebius above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reported talks to acquire Israeli AI startup AI21 Labs
30% confidenceNebius is reportedly in negotiations to acquire Israeli AI startup AI21 Labs, according to people familiar with the matter; the acquisition price has not been disclosed and the deal could still fall through.
Sourced to unnamed people familiar with the matter (The Information); Nebius has publicly stated it does not comment on rumors, and negotiations are described as ongoing rather than agreed.
The Information (via BigGo Finance) · Jun 1, 2026
Nebius's Timeline
A sourced, dated history of Nebius's key moments — founding to present.
Jan 2024 · Founded
Nebius was founded as a neocloud AI infrastructure provider, spun out of Yandex's international assets.
Jan 2026 · NVIDIA takes 8% stake
NVIDIA invested $2 billion at market prices to acquire an 8% equity stake in Nebius, as the company reported Q1 2026 revenue of $399 million, up 684% year-over-year.