Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst

1. Nebius Group initiated coverage with a Buy rating at Goldman Sachs. 2. Nebius focuses on AI infrastructure, optimizing GPU usage for performance. 3. The company targets hyperscale AI labs, including partnerships with Microsoft. 4. Projected revenue CAGR above 50% from 2025 to 2030, reaching $5.9 billion. 5. Nebius offers tailored services, enhancing appeal compared to major cloud providers.