Leopold Aschenbrenner, a young billionaire and former OpenAI researcher, disclosed a 5.6% stake in AI company Nebius through his Situational Awareness Fund, holding 12.4 million shares valued at about $2.6 billion. This investment made Nebius the fund's largest holding and triggered a 12% surge in Nebius stock during pre-market trading. Nebius has shown strong growth, with Q1 2026 revenue up 684% year-over-year and increased power capacity guidance, attracting bullish analyst forecasts. Aschenbrenner's move highlights growing institutional confidence in Nebius's rapid expansion and AI infrastructure potential.
Nebius, a Dutch AI cloud provider specializing in GPUs for AI model training, saw its shares rise 11% in premarket trading after Situational Awareness, a hedge fund founded by a former OpenAI researcher, disclosed owning a 5.6% stake with 12.4 millio...
Nebius Group (NBIS) reported a remarkable 684% year-over-year revenue increase in Q1 2026, reaching $399 million, driven by strong AI demand and efficient execution. The company’s adjusted EBITDA margin expanded to 32.45%, and core AI cloud margins d...
Nebius Group N.V. is rated a Strong Buy due to its successful conversion of AI infrastructure demand into real revenue, annual recurring revenue (ARR), and adjusted EBITDA. The company benefits from GPU capacity, power access, and contracts with majo...
Nebius (NBIS) has seen a 170% rally since its initial Strong Buy rating, supported by resilient GPU rental pricing and effective execution. The company benefits from extended GPU lifespans, maintaining high margins as older models like the A100 still...
