Jim Cramer Says “Nebius Is Actually a Very Respected Company” Jim Cramer, the well-known television personality and financial analyst, recently highlighted Nebius Group N.V. (NASDAQ: NBIS) during a live discussion, emphasizing the company’s growing prominence in the AI infrastructure space. In a January 7 episode of his show, Cramer addressed a caller’s inquiry about the stock, noting that Nebius has made significant strides in recent years. While acknowledging that the company was once considered speculative, Cramer now described it as a “very respected company,” citing its ability to secure substantial orders and deliver high-quality services. Nebius Group N.V. specializes in providing AI-focused infrastructure, including GPU-based cloud platforms and tools designed to support the development of advanced machine learning models. The company’s services cater to industries requiring scalable computational resources for data processing and model training. During the episode, Cramer shared a personal anecdote about a young investor who sought advice on stocks that had declined in value. Cramer advised the individual to consider speculative investments, given their risk tolerance, while cautioning older investors against taking on excessive risk. He ultimately endorsed the stock for the younger investor, suggesting it could be a viable option for those with a longer-term horizon. Cramer’s remarks underscored his belief in Nebius’s potential to capitalize on the expanding demand for AI-driven technologies. However, he also acknowledged that other AI stocks might offer more attractive opportunities for investors. In a separate statement, he mentioned that while Nebius is a solid choice, he personally prefers CoreWeave for its stronger growth prospects.#ai_infrastructure #nebios_group_n_v #coreweave #jim_cramer #gpu_based_cloud_platforms

NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud NVIDIA and Nebius Group N.V. have announced a strategic partnership aimed at advancing the next generation of hyperscale cloud infrastructure for the AI market. The collaboration will focus on developing and deploying full-stack AI solutions, spanning from AI-native applications to enterprise-level systems. NVIDIA has committed to investing $2 billion in Nebius, underscoring its confidence in the company’s engineering expertise and its ability to address the growing demand for high-performance computing. The partnership seeks to deepen the collaboration between the two companies across the entire AI technology stack, including AI factory architecture, production software, and infrastructure deployment. This will enable Nebius to accelerate the expansion of its industry-leading full-stack AI cloud platform. A key goal is to support Nebius in deploying more than 5 gigawatts of NVIDIA-powered systems by the end of 2030. NVIDIA will facilitate this by enabling early adoption of its latest accelerated computing platforms, including the NVIDIA Rubin platform, NVIDIA Vera CPUs, and NVIDIA BlueField storage systems. The collaboration will involve several key areas of focus. First, it will include AI factory design and support, with access to partner design materials, review processes, and system software assistance. Second, the partnership will develop a best-in-class inference and agentic AI stack for developers and enterprises, leveraging NVIDIA’s latest software technologies, optimized models, and libraries. Third, it will focus on deploying multiple generations of NVIDIA infrastructure across Nebius’s platform, ensuring scalability and efficiency.#nvidia #jensen_huang #nebios_group_n_v #arkady_volozh #nebios
