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The AI agreement should drive $Nebius$ shares upwards and onwards - despite a slight miss on earnings. GO NBIS GO!!!

AI Cloud Firm Nebius Signs $3 Billion Deal with Meta, Posts More Than Four-Fold Rise in Revenue

$Nebius Group(NBIS)$ has signed a deal worth about $3 billion with Meta to provide the $Facebook(META)$ owner with AI infrastructure over a five-year period, the company said on Tuesday, after it...

AI Cloud Firm Nebius Signs $3 Billion Deal with Meta, Posts More Than Four-Fold Rise in Revenue

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GO NBIS GO!!!&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The AI agreement should drive $Nebius$ shares upwards and onwards - despite a slight miss on earnings. GO NBIS GO!!!&nbsp;</p></body></html>","text":"The AI agreement should drive $Nebius$ shares upwards and onwards - despite a slight miss on earnings. GO NBIS GO!!!","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/499060762034240","repostId":2582365006,"repostType":2,"repost":{"id":"2582365006","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762863250,"share":"https://ttm.financial/m/news/2582365006?lang=en_US&edition=fundamental","pubTime":"2025-11-11 20:14","market":"fut","language":"en","title":"AI Cloud Firm Nebius Signs $3 Billion Deal with Meta, Posts More Than Four-Fold Rise in Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2582365006","media":"Reuters","summary":"$Nebius Group(NBIS)$ has signed a deal worth about $3 billion with Meta to provide the $Facebook(META)$ owner with AI infrastructure over a five-year period, the company said on Tuesday, after it...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> has signed a deal worth about $3 billion with Meta to provide the <a href=\"https://laohu8.com/S/META\">Facebook</a> owner with AI infrastructure over a five-year period, the company said on Tuesday, after it reported a more than fourfold rise in third-quarter revenue.</p><p>Shares of Nebius rose 2.7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/870bf74992af33b86dd9e2e484956898\" tg-width=\"801\" tg-height=\"606\"/></p><p>The company&#39;s shares seesawed in volatile premarket trading, after it posted a surge in capital spending and a quarterly loss of over $100 million, widening from $39.7 million last year.</p><p>The stock has been on a strong run this year, with its market value rising fourfold to $27.61 billion, through last close.</p><p>The agreement with Meta underscores the surging demand for high-performance computing power that is required to build and run artificial intelligence models.</p><p>It is Nebius&#39; second contract with a hyperscaler, following its $17.4 billion deal with Microsoft in September.</p><p>Nebius said it would deploy the capacity needed for the Meta contract over the next three months, adding that the demand was so strong that the size of the contract had to be limited to the capacity that Nebius had available.</p><p>Amsterdam-based Nebius is among a group of so-called neocloud companies that offer hardware and cloud capacity as services. Its core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units and AI cloud, helping companies expand their AI infrastructure.</p><p>Nebius and its larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have seen strong demand this year as insatiable AI appetite has left even the biggest cloud companies, such as Microsoft and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, with capacity constraints.</p><p>Nebius reported a 355% jump in revenue to $146.1 million in the third quarter ended September.</p><p>The company is targeting $7 billion to $9 billion in annualized run-rate revenue by the end of 2026, compared with its ARR of about $551 million at September-end.</p><p>Its capital expenditures ballooned to $955.5 million in the September quarter, from $172.1 million a year earlier, as the company invests heavily in securing GPUs, land and power.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Cloud Firm Nebius Signs $3 Billion Deal with Meta, Posts More Than Four-Fold Rise in Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-11 20:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> has signed a deal worth about $3 billion with Meta to provide the <a href=\"https://laohu8.com/S/META\">Facebook</a> owner with AI infrastructure over a five-year period, the company said on Tuesday, after it reported a more than fourfold rise in third-quarter revenue.</p><p>Shares of Nebius rose 2.7% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/870bf74992af33b86dd9e2e484956898\" tg-width=\"801\" tg-height=\"606\"/></p><p>The company&#39;s shares seesawed in volatile premarket trading, after it posted a surge in capital spending and a quarterly loss of over $100 million, widening from $39.7 million last year.</p><p>The stock has been on a strong run this year, with its market value rising fourfold to $27.61 billion, through last close.</p><p>The agreement with Meta underscores the surging demand for high-performance computing power that is required to build and run artificial intelligence models.</p><p>It is Nebius&#39; second contract with a hyperscaler, following its $17.4 billion deal with Microsoft in September.</p><p>Nebius said it would deploy the capacity needed for the Meta contract over the next three months, adding that the demand was so strong that the size of the contract had to be limited to the capacity that Nebius had available.</p><p>Amsterdam-based Nebius is among a group of so-called neocloud companies that offer hardware and cloud capacity as services. Its core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units and AI cloud, helping companies expand their AI infrastructure.</p><p>Nebius and its larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> have seen strong demand this year as insatiable AI appetite has left even the biggest cloud companies, such as Microsoft and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, with capacity constraints.</p><p>Nebius reported a 355% jump in revenue to $146.1 million in the third quarter ended September.</p><p>The company is targeting $7 billion to $9 billion in annualized run-rate revenue by the end of 2026, compared with its ARR of about $551 million at September-end.</p><p>Its capital expenditures ballooned to $955.5 million in the September quarter, from $172.1 million a year earlier, as the company invests heavily in securing GPUs, land and power.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4538":"云计算","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","NBIS":"NEBIUS","META":"Meta Platforms, Inc.","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4532":"文艺复兴科技持仓","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4535":"淡马锡持仓"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251111:nL4N3WN0U3:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582365006","content_text":"Nebius Group has signed a deal worth about $3 billion with Meta to provide the Facebook owner with AI infrastructure over a five-year period, the company said on Tuesday, after it reported a more than fourfold rise in third-quarter revenue.Shares of Nebius rose 2.7% in premarket trading.The company's shares seesawed in volatile premarket trading, after it posted a surge in capital spending and a quarterly loss of over $100 million, widening from $39.7 million last year.The stock has been on a strong run this year, with its market value rising fourfold to $27.61 billion, through last close.The agreement with Meta underscores the surging demand for high-performance computing power that is required to build and run artificial intelligence models.It is Nebius' second contract with a hyperscaler, following its $17.4 billion deal with Microsoft in September.Nebius said it would deploy the capacity needed for the Meta contract over the next three months, adding that the demand was so strong that the size of the contract had to be limited to the capacity that Nebius had available.Amsterdam-based Nebius is among a group of so-called neocloud companies that offer hardware and cloud capacity as services. Its core business involves providing Nvidia graphics processing units and AI cloud, helping companies expand their AI infrastructure.Nebius and its larger rival CoreWeave have seen strong demand this year as insatiable AI appetite has left even the biggest cloud companies, such as Microsoft and Amazon, with capacity constraints.Nebius reported a 355% jump in revenue to $146.1 million in the third quarter ended September.The company is targeting $7 billion to $9 billion in annualized run-rate revenue by the end of 2026, compared with its ARR of about $551 million at September-end.Its capital expenditures ballooned to $955.5 million in the September quarter, from $172.1 million a year earlier, as the company invests heavily in securing GPUs, land and power.","news_type":1,"symbols_score_info":{"META":2,"NBIS":2}},"isVote":1,"tweetType":1,"viewCount":145,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":97,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}