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Investing in AI: Spotlight on NBIS

Company Overview

Nebius stands at the forefront of the global AI infrastructure revolution. As a technology pioneer headquartered in Amsterdam and listed on Nasdaq, the company has established a significant international presence through its network of R&D hubs and offices spanning Europe, North America, and Israel. The company's mission centers on building comprehensive full-stack infrastructure solutions to support the explosive growth of the global AI industry.

Following its evolution from Yandex N.V. and the complete divestment of Russian assets, Nebius has emerged as a truly global technology company. With approximately 1,300 employees, including 400 specialized AI/ML/software and cloud engineers, the company maintains a strong presence across multiple continents while operating entirely outside of Russia.

The company's structure and strategy position it uniquely in the rapidly expanding AI infrastructure market, combining technological innovation, operational excellence, and strategic diversification to create sustainable long-term value for stakeholders.

At the heart of Nebius lies its AI-centric cloud platform, meticulously designed to handle the most demanding AI/ML workloads. The company distinguishes itself through its vertically integrated approach, combining proprietary cloud software architecture with custom-designed hardware solutions. This includes everything from server architecture to rack design and comprehensive data center planning, creating a seamless ecosystem for AI and ML practitioners to build, tune, and deploy their models.

The company's technological foundation is anchored by its state-of-the-art data center in Finland, which houses approximately 14,000 GPUs with substantial room for expansion. What sets Nebius apart is its remarkable achievement in reducing the total cost of GPU ownership by 20-25% compared to industry averages. This efficiency stems from years of expertise in data center operations and innovative engineering solutions.

Nebius's competitive advantage stems from its singular focus on AI infrastructure and comprehensive technical expertise across the entire value chain. The company's integrated hardware and software design approach and extensive operational experience enable superior cost management and enhanced reliability. This translates into better value for clients while maintaining strong profit margins.

Technical Analysis

In the dynamic world of new IPOs, NBIS has emerged as a stock to watch, characterized by its volatility and potential for strategic accumulation. Recent price movements and technical indicators suggest that NBIS may offer opportunities for investors with a long-term perspective.

Key Support Level: $17.50

NBIS has demonstrated resilience at the $17.50 level, bouncing off this support three times. This repeated defense of the support level indicates a strong foundation, bolstered by the 10-day and 20-day exponential moving averages (EMA) currently supporting the stock. These EMAs are crucial for identifying short-term trends and provide a cushion for the stock's price, suggesting a potential entry point for investors.

Key Resistance Level: $25.00

The $25.00 level represents the first significant daily resistance for NBIS. Clearing this threshold could signal a breakout, as no resistance levels exist beyond this point.

Update:

Today 2 Dec 2024 the stock is gapping up because of this news: “Nebius raises $700 million from investors including Accel, Nvidia, and Orbis. The investment supports previously announced plans to further build out our full-stack infrastructure for AI pioneers globally.

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Business Segments and Revenue Breakdown 📊