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Baird's bullish call sends CoreWeave and Nebius stocks higher

Nebius Group (NasdaqGS:NBIS) has launched an asset light partnership model for its AI cloud platform. The structure lets infrastructure partners deploy Nebius technology in their own data centers. Initial partnership agreements are already in place, expanding potential AI capacity for customers. Nebius expects to earn fees, sharing agreements, and commissions from this model. Nebius Group operates in the AI cloud space, serving enterprises and AI first customers that need high performance...

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

Nebius said it has already signed initial agreements under the new structure and expects to generate revenue through licensing, commissions, revenue-sharing, and committed-capacity contracts.

Nebius Group (NasdaqGS:NBIS) has been added to the Nasdaq-100, a shift that often draws in index-linked capital, just as the company rolls out new AI offerings and faces fresh competition from Meta Platforms. See our latest analysis for Nebius Group. The recent index inclusion and AI product launches come after a volatile stretch, with Nebius Group’s share price up 140.67% year to date and 58.79% over 90 days. Over 1 year, the total shareholder return is very large, suggesting strong but...

Nebius Group (NasdaqGS:NBIS) released Nebius AI Cloud 3.6, introducing new capabilities for AI production environments. The company launched Nebius Echo, an AI agent designed to let users control cloud infrastructure through natural language. The update includes expanded developer tooling, new key management options, intelligent storage features, and workflow automation. Security and governance features for sensitive workloads received specific attention in this product release. Nebius...

Nebius Group NV (NASDAQ:NBIS) is one of the best NASDAQ stocks to invest in for long term. On June 24, Nebius announced the release of Nebius AI Cloud 3.6, which introduces upgrades to developer experience, security, and storage performance. A key highlight is the introduction of Nebius Echo, an AI-powered agent integrated into the web […]

CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.

Nebius Echo brings natural-language infrastructure control to the web console

Nebius (NASDAQ:NBIS) has introduced the Physical AI Living Lab, a six-month initiative designed to give robotics startups across the UK and Europe access to NVIDIA’s (NASDAQ:NVDA) physical AI software tools alongside Nebius’s cloud-based AI computing platform. The programme is intended to help early-stage robotics companies overcome common challenges related to obtaining the large-scale simulation capabilities, synthetic data generation and high-performance computing resources required to develo

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.