Nebius Group
Nebius Group is a challenger in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Schiphol, NL. Its key suppliers include NVIDIA, Equinix, Dell Technologies. Its key customers include OpenAI.
AI-focused GPU cloud spun out of Yandex; full-stack neocloud.
- Ticker
- NASDAQ: NBIS
- Headquarters
- Schiphol, NL
- Revenue
- $530M (FY2025) · +350.9% YoY
- Net income
- $83M
- Operating margin
- -115.5%
- Market position
- challenger
- Value-chain segment
- GPU Clouds (Neoclouds)
- Key products
- Nebius AI GPU cloud (H100/H200 clusters), Nebius AI Studio (inference API), Toloka data-labeling platform
About Nebius Group
Nebius Group, headquartered in Netherlands, operates in the GPU Clouds (Neoclouds) segment of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include Nebius AI GPU cloud (H100/H200 clusters), Nebius AI Studio (inference API), Toloka data-labeling platform. wafergraph maps 4 tracked suppliers and 1 tracked customer for Nebius Group across the value chain. It has a supply-chain criticality score of 1/100, with 3 companies downstream of it. Nebius Group is a party to 1 tracked deal, including Microsoft–Nebius $17.4B GPU deal.
Key products
- Nebius AI GPU cloud (H100/H200 clusters)
- Nebius AI Studio (inference API)
- Toloka data-labeling platform