Why Nebius Group Stock Soared to the Moon Today

Well, the stock market has done it again, hasn’t it? Nebius Group, that name you’ve probably never heard of (and quite possibly will never hear again), has decided to give us all a *lesson* in “surprising outcomes” by shooting up 40% by 9:45 AM ET this morning. All thanks to a little announcement about a “multi-billion dollar agreement” with Microsoft for some AI infrastructure business. Cue the collective gasps of disbelief from every over-caffeinated analyst in the world.

Now, “multi-billion,” you ask? The sort of number that sounds impressive but means absolutely nothing in the world of corporate speak. Apparently, this deal is worth $17.4 billion to Nebius over five years, with a potential to swell to a juicy $19.4 billion. But who really knows? A billion here, a billion there, and in five years, we’ll all have moved on to the next corporate circus act.

Who is Nebius? No, Seriously, Who?

You’ve never heard of Nebius, right? And it’s not just you. I hadn’t heard of it either. But apparently, they’re a big deal now. Or, at least, they’re claiming to be one. According to S&P Global Market Intelligence-yes, I Googled that-they’re worth a neat $15.3 billion. Which is probably more after this morning’s spike. But here’s the thing: they only made $249 million in revenue last year. Profit was $243.5 million. Yes, that’s a net profit margin of 97.7%. It’s like their entire business model is based on finding the most efficient way to collect cash and not spend a penny.

And yes, I know what you’re thinking: with $19.4 billion incoming, who knows how much money they’ll make. Maybe *they* are the ones who have cracked the code on how to turn every dollar into pure profit. And maybe I should consider working there, because frankly, it sounds like a dream job, where all you need to do is *collect* and *never spend*.

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What’s Next for Nebius?

So, what does the future hold for this mysterious, money-minting company? According to their SEC 6-K filing, Nebius is going to be leasing out “dedicated GPU infrastructure capacity” to Microsoft. No biggie. Just a small detail, really. This will be happening in *stages* (because why settle for one wave of revenue when you can drag it out?) at a brand-new data center in Vineland, New Jersey. They’ll start leasing space in 2025, expand in 2026, and continue until at least 2031.

Of course, they’re going to need a whole bunch of money to make this happen. Capital expenditures, debt, the usual drill. And let’s not forget: it’s not just revenue streaming in. Oh no. They’ll also be racking up construction costs for this shiny new data center. But hey, with Microsoft’s $19.4 billion handy, they’ll make it work. Right? Or will they? Only time will tell.

And that’s the thing with these tech companies: always on the edge of a thrilling new adventure or a total disaster. But in the end, it’s the investors who hold their breath and hope their *multi-billion* dreams come true. And me? I’m sitting here with my morning coffee, wondering if I too could sign a contract with Microsoft and suddenly become a genius investor. Ah, well. 🤑

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2025-09-09 19:07