SemiVoice

seekingalpha

03/18/2025, 05:15 PM UTC

Nebius：为何这是一项高信心的投资Why Nebius Is A High-Conviction Play

1、Nebius报告AI云收入同比增长600%，2024年第四季度收入激增466%，达到3790万美元；2、7000万美元的融资轮由英伟达、Accel和Orbis参与，进一步增强了市场对Nebius AI云扩张的信心；3、计划到2025年部署22000块英伟达GPU，将Nebius定位为AWS和CoreWeave的经济高效替代品。

1. Nebius reported a 600% YoY growth in AI cloud revenue, with Q4 2024 revenue surging 466% to $37.9M; 2. A $700M oversubscribed funding round included Nvidia, Accel, and Orbis; 3. Plans to deploy 22,000 Nvidia GPUs by 2025, positioning Nebius as a cost-effective alternative to AWS and CoreWeave.

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