Entities / Company
Nebius Group.
Netherlandese company developing a portfolio of AI-related technology assets
- Reports this week
- 11
- Active events
- 10
- Connections
- 130
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Nebius, headquartered in Amsterdam, has listed on the Nasdaq stock exchange and completed the acquisition of Eigen AI.Well supported4 reports
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Nvidia has strategic investments in Nebius Group, which is competing in the data center market against Oracle, alongside the presence of CoreWeave and OpenAI.Well supported16 reports6 developments inside
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Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.Some support8 reports
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Nebius Group disclosed financial filings with the SEC and was listed on the Nasdaq stock exchange on July 9, 2026.Some support2 reports1 development inside
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Nebius Group is utilizing its GPU clusters to power an AI cloud platform, which requires ongoing filings under SEC Form 4 rules.Some support1 report
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Nebius Group's shares soared following an analyst upgrade, driven by its use of Nvidia chips for AI compute.Some support2 reports
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Nebius Group, a carve-out of Yandex, is providing specialized infrastructure, including housing Nvidia's most powerful chips, for major tech companies.Some support2 reports2 developments inside
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Nebius Group has raised prices for Nvidia chips and is auctioning Blackwell-generation chips.Some support1 report
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AI infrastructure development in Vineland, NJ, involving Nebius Group, DataOne, and Microsoft, is facing regulatory scrutiny from the NJ DEP regarding permits and emissions as part of a $17 billion deal.Some support2 reports1 development inside
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Nebius Group offers custom AI infrastructure solutions in competition with major U.S. hyperscalers.Well supported17 reports
Earlier this month
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The Federal Reserve raised interest rates last week.Some support2 reports
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IREN, CoreWeave, and Nebius Group are benefiting from the tailwinds created by the growing AI cloud infrastructure market.Well supported6 reports3 developments inside
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CoreWeave and Nebius Group are renting Nvidia-powered computing for AI, while Meta builds its own cloud business.Well supported33 reports1 development inside
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Nebius Group listed on NASDAQ, and Cathie Wood provided commentary on SpaceX's valuation.Some support2 reports
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Major tech firms, including Microsoft, Amazon, and Nebius Group, are dominating and competing fiercely in the global AI and cloud infrastructure markets.Well supported17 reports3 developments inside
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CoreWeave and Nebius Group are identified as pure-play AI cloud providers, and Nebius stock experienced a decline.Some support3 reports
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Nebius Group is utilizing its infrastructure to rent out GPU capacity to various AI labs, while also maintaining its stock listing on the Nasdaq exchange.Some support3 reports
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Long-term agreements involving Microsoft, Nebius Group, and Nvidia are providing future demand and receiving investment signals.Some support7 reports
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Nebius Group, headquartered in Amsterdam, announced on August 5th that it is developing a new AI data center in Vineland.Well supported4 reports
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Partnerships and business completions involving Bloom, Oracle, Nebius Group, and Brookfield impacted Q3 results in South Korea.Some support2 reports
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Truist Financial assumed coverage on Nebius Group shares.Some support1 report
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IREN and Nebius Group announced they are collaborating to build AI infrastructure.Some support1 report
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Palantir named Nebius its preferred AI partner, while CoreWeave recently joined the NASDAQ 100.Some support8 reports
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Nebius Group filed required institutional holdings disclosures with the SEC after Amundi increased its stake in the company.Some support1 report
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OpenAI, CoreWeave, and Nebius Group report strong operational and financial health regarding their compute capacity and contracts.Some support2 reports
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Rising Credit Default Swap (CDS) costs are now questioning the capital expenditure financing for CoreWeave, Nebius Group, and Oracle.Some support2 reports
One to three months ago
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The new event involves multiple concurrent developments: DataOne developing a project for Nebius Group, Nebius Group supporting AI infrastructure for Microsoft, and Bloom Energy proposing fuel cells in Vineland.Some support6 reports3 developments inside
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Soros Fund opened new positions in Nebius Group and increased stakes in Entergy and AEP, amid IEA warnings about accelerating global electricity demand.Some support1 report
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SoundHound is integrating voice AI into products for Hyundai and Stellantis, while Nebius Group buys top-tier Nvidia chips for its hyperscaler business.Some support1 report
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Chris Pavlovski stated that CoreWeave is facing competition, noting that RUM Group is utilizing Maysville data center capacity and aiming to fiercely compete with CoreWeave.Some support2 reports
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Ciena and Nebius Group have shown consistency in their market outlook.Some support1 report
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Goldman Sachs, Bank of America, and Citigroup ran a bond sale for Nebius Group on August 19, 2026.Some support1 report
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AI data center development has begun in South Jersey, involving Nebius Group.Some support1 report
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Microsoft agreed to use capacity from Nebius Group's new data center facility being developed in Vineland.Some support2 reports
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Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.Well supported6 reports
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Nebius Group secured contracts with Meta and Microsoft while competing with Amazon in AI infrastructure.Some support3 reports
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Bank of America analyst raises price target for Nebius Group, which is ranked on the TipRanks platform.Some support2 reports
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MarketBeat reported analyst ratings for Nebius Group and Accenture, both large-cap technology companies.Some support1 report
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Nebius Group counters GPU depreciation thesis while Palantir Technologies confirms Alex Karp as CEO.Some support2 reports
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Ciena benefited from the AI buildout boom, while Bank of America strategists analyzed market trends and Nebius Group was identified as part of AI technology assets.Some support1 report
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Nebius Group operates distinct brands like Avride and TripleTen, and ceased majority voting power in Toloka.Some support3 reports2 developments inside
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Nebius Group is driving revenue growth by securing major contracts and making strategic investments in the global AI market.Some support1 report
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IBM and Nebius Group are identified as large-cap technology companies.Some support2 reports
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A fund made investments in CoreWeave, held short positions against Adobe, and had leveraged bets on Nebius Group stock.Some support1 report
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Nebius Group was a holding in the Wellington fund, and CNBC reported on the fund's returns.Some support1 report
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CoreWeave provides cloud capacity for Meta's AI tools. Meta's excess capacity move threatens Nebius's market, creating competitive pressure on both companies.Well supported4 reports5 developments inside
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CoreWeave, Nebius Group, and Micron Technology are high-risk AI technology assets, with CoreWeave relying on specialized hardware components.Some support1 report
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Nebius Group is building a data center in Birmingham.Some support2 reports
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Meta may rent out unused AI servers, potentially leading to an excess supply in the market.Some support1 report
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Nvidia invested in Nebius Group to collaborate on building an AI cloud for the agentic era.Some support1 report
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Nebius delivered capacity tranches to Microsoft, while Meta remains an investment-grade customer of the company.Some support4 reports
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Nebius Group is trading on the Nasdaq stock exchange.Well supported14 reports2 developments inside
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Meta and Nebius Group are competing in the AI infrastructure investment space, with analyst estimates focusing on compute leasing capacity.Some support5 reports
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Nebius Group showed improving gross margins compared to CoreWeave on September 5, 2025.Some support2 reports
Gone quiet
No new reports in 90+ days-
Google, Nebius Group N.V. NBIS, and Accel are involved in the AI infrastructure market, with Accel participating in a funding round for Nebius Group N.V. NBIS.Some support1 report2 developments inside
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Morgan Stanley and Freedom Capital issued price target updates and rating changes for Nebius Group, which trades on Nasdaq.Some support2 reports
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Nebius Group is gaining market visibility through analyst coverage from BNP Paribas and momentum scoring by Benzinga, alongside Nasdaq-100 inclusion.Some support1 report
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Nebius Group, a company based in the Netherlands, announced details regarding a partnership that strengthens its competitive position.Some support1 report1 development inside
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Nebius Group, Clarifai, and CoreWeave announced a strategic acquisition and a new gigawatt-scale data center campus to strengthen capabilities in inference optimization.Some support1 report
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Debut companies, including CoreWeave and Nebius Group, are facing market sell-off pressure after their market debuts.Some support2 reports
No events began in the chosen period. Widen it, or reset.
Around Nebius Group this week
News at the entities that move Nebius Group most-
Citadel TransactionalKen Griffin, founder of Citadel, is expanding his real estate empire from Manhattan to Miami, driven by tax considerations.Moves Nebius Group
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Microsoft StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Nebius Group
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Meta StructuralMeta is launching a new commercial wing specifically focused on AI deployment.Moves Nebius Group
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Michael Burry TransactionalMinerva hired Michael Burry as a senior adviser.Moves Nebius Group
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Nebius Group
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GPU StructuralMicrosoft diverted CPU and GPU capacity to improve Copilot functionality.Moves Nebius Group
Connections
The 40 strongest of 130, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Citadel Transactional
Citadel acquired portfolio holding Nebius Group.
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Microsoft Structural
Microsoft relies on Nebius Group for dedicated, long-term AI infrastructure and cloud capacity under multi-billion dollar contracts.
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Nasdaq Structural
Nebius Group is a company that is publicly listed and trades its shares on the Nasdaq stock exchange.
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Meta Structural
A strategic, multi-year partnership exists where Meta utilizes Nebius's specialized AI compute capacity while also competing in the broader cloud market.
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Arkady Volozh Structural
Arkady Volozh serves as the Founder and CEO of Nebius Group, defining its leadership and strategy.
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Yandex Transactional
Nebius Group successfully spun out and carved out Yandex, which became its independent entity.
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Michael Burry Transactional
Michael Burry repeatedly initiated and maintained bearish short positions against Nebius Group stock.
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Avride Structural
Avride is a subsidiary, distinct business segment, and early-stage investment unit of Nebius Group.
Show all 40 connections
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Bloom Energy Structural
Nebius Group relies on Bloom Energy's fuel cell technology under a master agreement for its data center power supply.
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CoreWeave Operational
CoreWeave and Nebius Group are direct, high-stakes competitors in the specialized AI cloud infrastructure market, influencing each other's market share and valuation.
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SEC Structural
Nebius Group must comply with SEC regulations, including filing financial and beneficial ownership disclosures.
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Bloom Operational
Bloom and Nebius Group are engaged in a high-value partnership agreement that drives mutual revenue growth and market share.
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Eigen Transactional
Nebius Group completed the acquisition of Eigen and integrated its optimization stack.
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GPU Structural
Nebius Group relies on GPU infrastructure for its operational capacity, financial backing, and market viability.
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Clarifai Structural
Nebius Group is strategically acquiring Clarifai to integrate its licensed inference intellectual property.
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Palantir Technologies Structural
Palantir has designated Nebius Group as its preferred partner and critical supplier for sovereign AI cloud and compute infrastructure.
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Ophir Nave Structural
Ophir Nave holds the current role of Chief Operating Officer for Nebius Group.
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Kao Data Structural
A 10-year operational agreement was signed between the two companies, centered at Kao Data's campus.
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DeepSeek Operational
DeepSeek's LLMs are utilized by Nebius Group's customers and run on Nebius's platform.
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IREN Operational
The two companies are direct competitors vying for market share in the high-growth AI and datacenter infrastructure markets.
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Israel Innovation Authority Structural
AIA holds a current contract with Nebius Group to develop the national AI supercomputer.
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Citigroup Transactional
Citigroup is providing financial services by running the bond sale on behalf of Nebius Group.
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Lone Pine Capital Transactional
Lone Pine Capital made a significant capital investment in Nebius Group, as detailed in Q2 financial filings.
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Donald Trump Operational
Nebius Group is predicted to benefit financially from Donald Trump's proposed tariffs and onshoring policies.
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Amundi Transactional
Amundi increased its ownership stake in Nebius Group.
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Oracle Operational
The two companies are engaged in direct market competition within the AI and enterprise infrastructure sectors, sharing market pressures.
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Amazon Operational
Amazon and Nebius Group are direct competitors engaged in the cloud computing and artificial intelligence infrastructure markets.
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Goldman Sachs Transactional
Goldman Sachs provided investment coverage and facilitated a bond sale for Nebius Group.
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BNP Paribas Operational
BNP Paribas provides analyst coverage and upgrades that directly influence Nebius Group's stock performance.
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Benzinga Mentioned together
Benzinga provides Nebius Group with momentum scores used for reporting.
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Cloudflare Operational
The relationship is characterized by both client/customer usage and active market competition in the AI cloud sector.
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Bank of America Operational
Bank of America provides financial analysis, ratings, and facilitates bond sales for Nebius Group.
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Toloka Structural
Nebius Group served as the parent company and investor in Toloka before ceasing majority voting power.
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Wellington Structural
Wellington acted as a holding fund for Nebius Group.
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Rumble Operational
The two companies are actively engaged in market competition within the AI infrastructure sector, with actions having measurable market consequences.
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SoundHound Operational
The two companies are active competitors, both leveraging the AI boom through distinct business models.
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Nasdaq, Inc. Structural
Nebius Group is a constituent company included in the Nasdaq-100 Index.
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Gil Luria Operational
A is an analyst whose market predictions and price targets influence the market perception and status of Nebius Group.
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Chris Pavlovski Operational
Chris Pavlovski has declared Nebius Group as a target for competitive action.
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IBM Operational
Both companies are identified as large-cap technology companies and are in direct competition.
History
Events by the month they beganSeptember 2026
13 events- Nebius Group is utilizing its GPU clusters to power an AI cloud platform, which requires ongoing filings under SEC Form 4 rules.
- Nebius Group's shares soared following an analyst upgrade, driven by its use of Nvidia chips for AI compute.
- Nebius Group has raised prices for Nvidia chips and is auctioning Blackwell-generation chips.
- The Federal Reserve raised interest rates last week.
- Nebius Group listed on NASDAQ, and Cathie Wood provided commentary on SpaceX's valuation.
- CoreWeave and Nebius Group are identified as pure-play AI cloud providers, and Nebius stock experienced a decline.
- Nebius Group is utilizing its infrastructure to rent out GPU capacity to various AI labs, while also maintaining its stock listing on the Nasdaq exchange.
- Partnerships and business completions involving Bloom, Oracle, Nebius Group, and Brookfield impacted Q3 results in South Korea.
- Truist Financial assumed coverage on Nebius Group shares.
- IREN and Nebius Group announced they are collaborating to build AI infrastructure.
- Palantir named Nebius its preferred AI partner, while CoreWeave recently joined the NASDAQ 100.
- Nebius Group filed required institutional holdings disclosures with the SEC after Amundi increased its stake in the company.
- OpenAI, CoreWeave, and Nebius Group report strong operational and financial health regarding their compute capacity and contracts.
August 2026
21 events- AI infrastructure development in Vineland, NJ, involving Nebius Group, DataOne, and Microsoft, is facing regulatory scrutiny from the NJ DEP regarding permits and emissions as part of a $17 billion deal.
- IREN, CoreWeave, and Nebius Group are benefiting from the tailwinds created by the growing AI cloud infrastructure market.
- Long-term agreements involving Microsoft, Nebius Group, and Nvidia are providing future demand and receiving investment signals.
- Nebius Group, headquartered in Amsterdam, announced on August 5th that it is developing a new AI data center in Vineland.
- The new event involves multiple concurrent developments: DataOne developing a project for Nebius Group, Nebius Group supporting AI infrastructure for Microsoft, and Bloom Energy proposing fuel cells in Vineland.
- Soros Fund opened new positions in Nebius Group and increased stakes in Entergy and AEP, amid IEA warnings about accelerating global electricity demand.
- SoundHound is integrating voice AI into products for Hyundai and Stellantis, while Nebius Group buys top-tier Nvidia chips for its hyperscaler business.
- Chris Pavlovski stated that CoreWeave is facing competition, noting that RUM Group is utilizing Maysville data center capacity and aiming to fiercely compete with CoreWeave.
- Ciena and Nebius Group have shown consistency in their market outlook.
- Goldman Sachs, Bank of America, and Citigroup ran a bond sale for Nebius Group on August 19, 2026.
- AI data center development has begun in South Jersey, involving Nebius Group.
- Microsoft agreed to use capacity from Nebius Group's new data center facility being developed in Vineland.
- Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.
- Bank of America analyst raises price target for Nebius Group, which is ranked on the TipRanks platform.
- MarketBeat reported analyst ratings for Nebius Group and Accenture, both large-cap technology companies.
- Nebius Group counters GPU depreciation thesis while Palantir Technologies confirms Alex Karp as CEO.
- Ciena benefited from the AI buildout boom, while Bank of America strategists analyzed market trends and Nebius Group was identified as part of AI technology assets.
- Nebius Group is driving revenue growth by securing major contracts and making strategic investments in the global AI market.
- IBM and Nebius Group are identified as large-cap technology companies.
- A fund made investments in CoreWeave, held short positions against Adobe, and had leveraged bets on Nebius Group stock.
- Nebius Group was a holding in the Wellington fund, and CNBC reported on the fund's returns.
July 2026
11 events- Nebius Group disclosed financial filings with the SEC and was listed on the Nasdaq stock exchange on July 9, 2026.
- CoreWeave and Nebius Group are renting Nvidia-powered computing for AI, while Meta builds its own cloud business.
- Rising Credit Default Swap (CDS) costs are now questioning the capital expenditure financing for CoreWeave, Nebius Group, and Oracle.
- Nebius Group secured contracts with Meta and Microsoft while competing with Amazon in AI infrastructure.
- CoreWeave provides cloud capacity for Meta's AI tools. Meta's excess capacity move threatens Nebius's market, creating competitive pressure on both companies.
- CoreWeave, Nebius Group, and Micron Technology are high-risk AI technology assets, with CoreWeave relying on specialized hardware components.
- Nebius Group is building a data center in Birmingham.
- Meta may rent out unused AI servers, potentially leading to an excess supply in the market.
- Nvidia invested in Nebius Group to collaborate on building an AI cloud for the agentic era.
- Nebius delivered capacity tranches to Microsoft, while Meta remains an investment-grade customer of the company.
- Meta and Nebius Group are competing in the AI infrastructure investment space, with analyst estimates focusing on compute leasing capacity.
Show 1 earlier month
June 2026
15 events- Nebius, headquartered in Amsterdam, has listed on the Nasdaq stock exchange and completed the acquisition of Eigen AI.
- Nvidia has strategic investments in Nebius Group, which is competing in the data center market against Oracle, alongside the presence of CoreWeave and OpenAI.
- Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.
- Nebius Group, a carve-out of Yandex, is providing specialized infrastructure, including housing Nvidia's most powerful chips, for major tech companies.
- Nebius Group offers custom AI infrastructure solutions in competition with major U.S. hyperscalers.
- Major tech firms, including Microsoft, Amazon, and Nebius Group, are dominating and competing fiercely in the global AI and cloud infrastructure markets.
- Nebius Group operates distinct brands like Avride and TripleTen, and ceased majority voting power in Toloka.
- Nebius Group is trading on the Nasdaq stock exchange.
- Nebius Group showed improving gross margins compared to CoreWeave on September 5, 2025.
- Google, Nebius Group N.V. NBIS, and Accel are involved in the AI infrastructure market, with Accel participating in a funding round for Nebius Group N.V. NBIS.
- Morgan Stanley and Freedom Capital issued price target updates and rating changes for Nebius Group, which trades on Nasdaq.
- Nebius Group is gaining market visibility through analyst coverage from BNP Paribas and momentum scoring by Benzinga, alongside Nasdaq-100 inclusion.
- Nebius Group, a company based in the Netherlands, announced details regarding a partnership that strengthens its competitive position.
- Nebius Group, Clarifai, and CoreWeave announced a strategic acquisition and a new gigawatt-scale data center campus to strengthen capabilities in inference optimization.
- Debut companies, including CoreWeave and Nebius Group, are facing market sell-off pressure after their market debuts.