Nebius
Yandex spinoff that became a European-headquartered NASDAQ-listed neocloud (ticker NBIS). Gold-tier in ClusterMAX 2.0. Major Microsoft and Meta multi-year commitments.
Chapters
00Start HereNebius's unusual origin and corporate history.
01The CompanyFrom Yandex to Nebius — the spinoff, the listing, the strategic reset.
02InfrastructureEuropean-anchored datacenter footprint; recent US expansion.
03Product SurfaceGPU compute, managed Kubernetes, AI Studio, ToolKami inference.
04Major Customer DealsMicrosoft commitment, Meta partnership, multi-year contract shape.
05Pricing & CommercialReserved capacity model, enterprise contract structure.
06CustomersEuropean AI labs, enterprises, hyperscaler-as-customer.
07Strengths & WeaknessesEngineering depth from Yandex heritage; geopolitical complexity.
08Competitive PositioningNebius vs CoreWeave, vs European competitors (Nscale).
09Financial ShapePublic company; revenue, growth, capital structure.
10OutlookWhere Nebius goes from here.