Nebius Group N.V. ($NBIS) Stock Surges on AI Infrastructure Boom

Nebius Group N.V. (NASDAQ: NBIS) shares edged up 0.07% to $71.67 in afternoon trading on August 18, 2025, capping a year of explosive growth for the AI infrastructure provider. The company's Q2 revenue skyrocketed 625% year-over-year to $105.10 million, while net income reached $502.5 million, demonstrating remarkable operational leverage.

The Toloka AI subsidiary's $72 million funding round, led by Jeff Bezos's Bezos Expeditions, has galvanized investor confidence. Nebius continues gaining ground against established cloud providers through its GPU-as-a-service offerings and sovereign AI solutions, with year-to-date returns of 158.74% dwarfing the S&P 500's 9.64% gain.

Market analysts highlight Nebius's developer-friendly platform and rapid GPU deployment capabilities as key differentiators in the fiercely competitive AI infrastructure space. The company's technical execution and institutional backing position it for sustained growth as global demand for AI compute resources accelerates.