NEBIUS shares decrease by 40 %-is artificial intelligence excessive researcher?

Nabius Group shares Nasdak: nbis It took it on Monday, and nearly 40 % decreased after the latest AI from Deepseek. The shock in this announcement caused fear -based sales via AI and Semipeductor stocks, with NBIS one of the most brutal visits.

Although the stock has regained nearly 50 % of Monday losses, it remains approximately 18 % decrease in the week that comes until Friday. The main question now is whether the appearance of Deepseek poses a serious threat to NBIS or if this sale offers a convincing purchase opportunity. Just days before Deepseek, NBIS was trading at the highest levels ever. Therefore, is it now a deal, or is artificial intelligence disorder from China converts a long -term look?

What is Nabius, and where is the value?

Nebius Group NV is an Amnesty International Technology, based in the Netherlands, provides a variety of services driven by artificial intelligence. Its basic works include Nebius AI, a cloud platform specialized in spreading artificial intelligence and machine learning. Toloka AI focuses on obstetric artificial intelligence, especially typical training and data generation. Another company, Avride, provides independent vehicle solutions for logistics and ride services. Finally, Tripleten is an EDTECH platform that profits with technology -focused learners with technology.

Since its first appearance on the market, the NEBIUS has raised $ 700 million through private places, and attract investments from NVIDIA and Access Ventures. The company has placed itself as a powerful player for artificial intelligence infrastructure, making its sharp decline worthy of observation in particular.

Deepseek effect on NBIS

Deepseek innovation in low -cost artificial intelligence has caused anxiety of investors on the traditional infrastructure model of artificial intelligence, on which NBis depends on revenue. Although NBis merged Deepseek models into the artificial intelligence studio, fears continue to active in costly artificial intelligence will reduce the demand for high -end artificial intelligence services, which affects the strength and profitability of NBIS. Although some may see this as an opportunity for NBIS to take advantage of Deepseek technology, the dominant market morale based on the basic procedure this week was that it was a competitive threat instead of the original.

Does Dibsik mainly change the company’s possibilities?

Despite the investor’s panic, the Deepseek launch does not seem to change the long -term NBIS path at the present time. Many of the main factors indicate that the market reaction may be exaggerated.

In the third quarter of 2024, NEBIUS recorded a wonderful revenue increase to $ 43.3 million, which represents a 200 % quarter. Amnesty International’s infrastructure has grown 300 % of QOQ and 650 % on an annual basis, offering strong service demand. In its current pace, Nebius is on the right track to achieve an annual operating rate of $ 120 million, with revenue expectations from 750 million dollars to one billion dollars by 2025.

On January 22, 2025, NEBIUS expanded AI’s generation capabilities by launching AI models from open source sources through the Nebius AI studio. This step enhances artificial intelligence service offers, as the company has placed as a possible pioneer in artificial intelligence solutions from the next generation.

Nabius was working to expand the infrastructure of Amnesty International. The GPU Data Center in Kansas City has recently opened to open another American group in 2025. The company’s strategic initiatives include partnerships with Uber Technologies for independent vehicle projects, which enhances its ability to benefit from artificial intelligence through multiple industries.

With $ 2.3 billion of cash reserves and strong revenue growth, Nebius is well fertilized for mobility in artificial intelligence market disorders. These financial corporate pillows are against competitive pressures and allow the company to invest in research, development and partnerships and expand the infrastructure. The current Nebius partnership with NVIDIA creates an additional cooperation with other major players by taking advantage of the NVDA partnership.

Expansion of independent Avride delivery

Avride, a major subsidiary in NEBIUS, has made rapid progress in independent birth. On Thursday, it announced a partnership with Grubhub to publish automated food delivery services on the campus of universities throughout the United States, the first fleet of 100 active robots at Ohio State University, and the next generation of the generation is planned.

Market reaction?

While the appearance of Deepseek as cost -effective AI may cause widespread panic, NBIS looks essentially strong. The company continues to expand artificial intelligence services, enhance its infrastructure, and grow through strategic partnerships. With a strong financial position, increased revenue, a strong foot -of -footed -footed infrastructure, NEBIUS looks a good place for transformations in the artificial intelligence industry and benefit from future growth. The current sale may provide a convincing entry point for investors who want to bet on the long -term power of artificial intelligence infrastructure companies such as Nebius.

Before you think about the Nebius collection, you will want to hear this.

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