Full-Time
Updated on 9/4/2026
Full-stack AI infrastructure with GPU clusters
No salary listed
London, UK
Remote
Bachelor's
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Nebius Group N.V. is a publicly listed Amsterdam-based company that builds full-stack AI infrastructure. Its offerings include large GPU clusters, cloud services tailored for AI, and developer tools, all designed to run AI workloads at a global scale. After spinning out its Russian assets in 2024, Nebius realigned to provide high-capacity AI platforms, operate dedicated data centers, and supply ecosystems of technical support, data, and hardware. Its products work by delivering end-to-end control of the AI value chain, from the physical hardware to software services and cloud-like capabilities, across multiple geographies. Nebius differentiates itself from major traditional cloud providers by offering integrated, owner-operated data centers and a complete stack focused on AI, rather than simply reselling generic cloud resources. The company's goal is to be a practical alternative to large cloud providers, giving customers more control, reliability, and scale for AI workloads.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Amsterdam, Netherlands
Founded
1997
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Health Insurance
401(k) Company Match
Parental Leave
Remote Work Options
Disability Insurance
Life Insurance
Hybrid Work Options
Professional Development Budget
A Motley Fool analyst recommends three high-growth technology stocks: Nvidia, Micron Technology, and Nebius Group. Nvidia, despite being the world's largest company by market cap, grew revenue 106% year over year last quarter. Management expects 70% revenue growth next fiscal year, whilst the stock trades at 23.4 times forward earnings. Micron Technology manufactures memory chips for data centres. Analysts expect 348% revenue growth year over year in Q4 results due Sept. 30, with an additional 85% growth projected for fiscal 2027. Nebius Group, a neocloud computing business, saw revenue surge 454% year over year in Q2. Analysts forecast 533% revenue growth for 2026 and 257% for 2027.
Billionaire Stephen Mandel's Lone Pine Capital opened significant positions in two AI stocks during Q2, according to recent filings. The fund invested approximately $1.18 billion in Nebius Group, making it the portfolio's largest holding at 7.19%. Lone Pine also purchased over one million shares of Seagate Technology Holdings worth about $965.1 million, representing 5.90% of the portfolio. Nebius, an AI cloud infrastructure company, reported strong growth with Q2 revenue jumping 454% year-over-year to $582.3 million. However, the company expects capital expenditures of $20 billion to $25 billion in 2026 against revenue guidance of only $3 billion to $3.4 billion. Nebius trades at 17.4 times forward EV/sales, compared to a sector median of 3.5 times.
Nvidia reported second-quarter adjusted earnings of $2.22 per share on revenue of $96.2 billion, beating estimates. Data Centre revenue surged 117% year-over-year to $89 billion, with ACIE segment revenue — including neocloud — jumping 138% to $40 billion. Nvidia expects neocloud partner capacity to reach eight gigawatts by end of 2026, up from three gigawatts in 2025. CFO Colette Kress said demand is accelerating despite supply constraints limiting expected growth to 70% next year. Following the results, CoreWeave, Nebius and IREN shares rose 4%, 6% and 3% respectively in overnight trading. However, Palo Alto Networks CEO Nikesh Arora warned that neocloud valuations could collapse once supply and demand normalise, stating that equity funding for capital expenditure "only works in a euphoric market".
Billionaire investor Stephen Mandel of Lone Pine Capital made Nebius his largest holding in Q2, despite the stock not appearing in his portfolio the previous quarter. This represents a significant vote of confidence in the AI-focused cloud computing provider. Nebius has surged nearly 200% in 2026, driven by extraordinary revenue growth of 454% year-over-year in Q2. The company operates in the neocloud space, providing AI computing power during a period of acute shortage. As a preferred Nvidia partner, Nebius gains early access to cutting-edge technology. Analysts project 523% growth for the second half of 2026 and 258% growth for 2027. The company has secured deals with major AI hyperscalers to rent computing capacity, positioning it as one of the fastest-growing stocks in the AI sector.
Nebius and Super Micro Computer are competing for investor attention in AI infrastructure. Nebius operates an AI cloud platform serving developers and enterprises, whilst Super Micro supplies servers, cooling systems and data centre solutions for large-scale AI deployments. Nebius is experiencing explosive growth from a smaller base. Second-quarter revenue surged 454% year over year to $582 million, with annualised run-rate revenue hitting $3 billion. The company closed four deals averaging over $1 billion each and holds a $40 billion contracted backlog. Super Micro operates at much larger scale with tens of billions in annual revenues and substantial order backlog. The companies present different risk-reward profiles: Nebius offers higher growth potential but greater execution risk, whilst Super Micro provides more established operations with steadier growth trajectories.