Nebius Group vs OpenAI
Nebius Group's primary segment is GPU Clouds (Neoclouds); OpenAI's is AI Labs / Model Builders. OpenAI reports higher tracked revenue ($25.0B vs $530M).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| Nebius Group | OpenAI | |
|---|---|---|
| Market cap | Unpriced | Unpriced |
| Revenue | $530M (FY2025) | $25.0B (FY2026) |
| Primary segment | GPU Clouds (Neoclouds) | AI Labs / Model Builders |
| Market position | challenger | leader |
| Country | Netherlands | United States |
| Tracked suppliers | 4 | 11 |
| Tracked customers | 1 | 2 |
| Chokepoint / criticality | 1/100 | 1/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Nebius Group and OpenAI compare
- Revenue: OpenAI reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (1/100).
- Footprint: Nebius Group (Netherlands) vs OpenAI (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “Nebius Group vs OpenAI”, https://wafergraph.com/compare/nebius-vs-openai (data as of 2026-10-09).
Frequently asked questions3
- Is Nebius Group bigger than OpenAI?
- By tracked revenue, OpenAI is larger ($25.0B vs $530M).
- What's the difference between Nebius Group and OpenAI?
- Nebius Group is a challenger in GPU Clouds (Neoclouds) based in Netherlands; OpenAI is a leader in AI Labs / Model Builders based in United States. Both operate in the AI & Data Center segment.
- Who are Nebius Group's and OpenAI's suppliers?
- wafergraph tracks 4 suppliers for Nebius Group and 11 for OpenAI — Nebius Group's include NVIDIA, Equinix, Dell Technologies; OpenAI's include NVIDIA, AMD, Broadcom.