Nebius has a key partnership with Nvidia.
Nebius is a popular option for many of the leading players in AI.
The artificial intelligence (AI) investment sector is full of companies that could deliver monstrous returns over the next few years. There is incredible and rapid expansion going on in this space, and one of the investments with the biggest upside is Nebius (NASDAQ: NBIS), a neocloud company that's focused on AI computing capacity.
Nebius is slated to undergo huge growth over the next few years, and investing in it now can make investors a small fortune, and maybe even make some new millionaires if you invest a large enough sum.
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Going at it alone in the AI world when you're a small upstart isn't a wise strategy. Several massive AI tech companies could squash smaller competition, and Nebius has wisely allied itself with some of the biggest names in this industry. One of Nebius' biggest backers is Nvidia (NASDAQ: NVDA), the generally accepted leader in AI computing units. Nvidia has invested several billion dollars into Nebius, and Nebius, in return, purchases AI computing equipment from Nvidia and gains early access to Nvidia's newest products.
This is a huge selling point for Nebius' platform, as it will always have the latest and greatest available from Nvidia. This has attracted several big-named clients, like Meta Platforms and Microsoft. Nebius is also a popular option for individual developers, and the next great AI company may already be on Nebius' platform.
Demand from large tech companies for increased computing capacity that they can rent is causing Nebius to rapidly scale its footprint. In 2024, it operated two data center sites. At the end of 2025, that figure was up to seven. By the end of 2026, Nebius expects 16 sites. This rapid expansion is also showing up in its finances. In Q4 2025, its core AI business saw revenue rose 802% year over year to $228 million. By the end of the year, it expects an annual run rate of $7 billion to $9 billion, up from $1.25 billion at the end of 2025.
That's incredible expansion in a short time frame, and showcases the huge demand for the product that Nebius is offering. If Nebius can continue expanding at a rapid pace in 2027 and beyond to fulfill AI computing needs and turn those customers into long-term clients, then Nebius could be a new tech giant in the making.
The returns from an investment like this could be incredible, but Nebius must concentrate on working toward profitability. Right now, that's not a priority, as there is a huge market to capture. But if Nebius can capture a large chunk of the market and turn profitable a few years from now, it could be an excellent investment and be one of the biggest winners of the AI buildout.
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Keithen Drury has positions in Meta Platforms, Microsoft, Nebius Group, and Nvidia. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.