2025 Q3 -tulosraportti
22 päivää sitten56 min
Tarjoustasot
Määrä
Osto
320
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,02VWAP
Alin
91VaihtoMäärä
441,6 7 319 383
VWAP
Ylin
97,02Alin
91VaihtoMäärä
441,6 7 319 383
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sitten65 new Nebius shareholders at Nordnet in the last two days. The total number now stands at 5150. 🔥🖥️📈
·2 t sittenAs most people know, after a few weeks like the ones we've just been through, the market doesn't suddenly shoot straight up. To repeat something I wrote in another forum: It always starts with hesitation, just like when a husband tries to go back to his wife after she has been unfaithful...
·8 t sittenNebius positions itself not just as a supplier of the raw material (GPUs and power), but as a key player in the industrial phase of AI. Here's why the partnership with Union.ai is so good for Nebius. 1. From "Science Project" to "Factory Floor" It marks the transition from experimentation to production. The Problem: Today, over 80 % of AI projects fail to reach the production stage ("pilot purgatory"). It's easy to create a model on a laptop, but extremely difficult to get it to run stably and cost-effectively on thousands of GPUs. The Solution: The combination of Nebius (which provides specialized, AI-optimized infrastructure/bare-metal) and Union.ai (which provides orchestration via Flyte) solves this. Significance for the stock: This makes Nebius a critical infrastructure partner for large enterprises ("Enterprise AI"), not just for startups. It provides more predictable revenue and "stickiness" – customers stay because their entire production line is built on this platform. 2. Reproducibility as a competitive advantage "Reproducibility" might sound dry, but in the AI world, it's alpha and omega for profitability. If a model crashes or behaves differently in the cloud than during testing, it costs enormous sums in wasted GPU time. Union.ai on Nebius guarantees that what works on a small scale also works on an enormous scale. This significantly reduces risk for customers. 3. Why this can turn pessimism around Those who are skeptical of Nebius (Short-sellers/those who are "bear" on the stock) focus on: High costs (Capex): They see Nebius spending billions on data centers. Margin pressure: They fear that GPU rental will become a "commodity" where prices plummet. This partnership is the counter-argument: By offering an integrated platform with Union.ai, Nebius moves up the value chain. They don't just sell "power to the processor," but a solution that provides 20x faster development cycles. This can justify higher margins and create loyal customers who are less price-sensitive than those who just shop for the cheapest possible GPU hours. Conclusion While the market is currently punishing the stock for short-term costs and debt, partnerships like this (and the Microsoft agreement) point towards a long-term strategy of becoming the backbone of the industrial AI revolution. For investors who look beyond the next quarter, this is confirmation that the technology and strategy are solid.- ·18 t sittenNew MLPerf figures: Nebius delivers world-class performance on NVIDIA Blackwell MLCommons has just released the latest benchmark results, and the figures for Nebius are incredibly strong. We see that hardware is only half the story – optimization and infrastructure decide the rest. https://mlcommons.org/ Here are the highlights from the tests: ✅ Nebius best in class for Inference: On the massive model Llama 3.1 405B, Nebius takes 1st place in both Server and Interactive categories on NVIDIA B200 (8-GPU), ahead of both server manufacturers and other cloud providers. ✅ Superior scaling: In training tests (Training) we see that Nebius scales better than competitors like Oracle and Dell. On 16 and 32 GPU setups, Nebius is consistently faster – actually up to 15–20 % more efficient than on-premise systems with exactly the same chips. ✅ Cloud beats On-prem: It is rarely the case that a cloud service ("Available Cloud") beats dedicated, physical server setups on pure performance, but that is exactly what these results show. HOORAY for NBIS. This proves that Nebius' infrastructure extracts the maximum potential from the NVIDIA Blackwell platform. ⚡ There are mainly three reasons why the list is so exclusive, especially for the latest top models: 1. Extremely demanding ("The Champions League of AI") MLPerf is not a simple "press start" test. It requires enormous engineering resources. Optimization: Companies often assign dedicated teams of their best engineers to work for weeks just to optimize the code for this one test. Risk: If you haven't optimized well enough, you risk publishing results that show you are slower than your competitors. Many therefore choose not to participate if they are not sure they can compete at the top. 2. Access to hardware (NVIDIA B200 is brand new) We have seen a lot of results for NVIDIA Blackwell (B200). This is brand new technology that very few in the world actually have physical access to yet. Only NVIDIA's closest partners (like Nebius, Coreweave, Dell, Lenovo, Oracle, etc) have received these chips early enough to run tests. Most other cloud providers are still waiting for deliveries. 3. Resource-intensive for the equipment Running these tests, especially the "Training" part, occupies large parts of the data center for a period. To test scaling on 1000+ GPUs (as Nebius did with H200), these machines must be taken out of regular production. It costs millions in lost potential rental income just to run the test. That Nebius is on this list – and especially on the very latest hardware – places them in a very exclusive "club" of global technology leaders who have both the equipment and the expertise in place. That giants like Amazon (AWS) or smaller local players are not on the list of B200 results is often because they simply haven't gotten the technology up and running yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
22 päivää sitten56 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sitten65 new Nebius shareholders at Nordnet in the last two days. The total number now stands at 5150. 🔥🖥️📈
- ·2 t sittenAs most people know, after a few weeks like the ones we've just been through, the market doesn't suddenly shoot straight up. To repeat something I wrote in another forum: It always starts with hesitation, just like when a husband tries to go back to his wife after she has been unfaithful...
- ·8 t sittenNebius positions itself not just as a supplier of the raw material (GPUs and power), but as a key player in the industrial phase of AI. Here's why the partnership with Union.ai is so good for Nebius. 1. From "Science Project" to "Factory Floor" It marks the transition from experimentation to production. The Problem: Today, over 80 % of AI projects fail to reach the production stage ("pilot purgatory"). It's easy to create a model on a laptop, but extremely difficult to get it to run stably and cost-effectively on thousands of GPUs. The Solution: The combination of Nebius (which provides specialized, AI-optimized infrastructure/bare-metal) and Union.ai (which provides orchestration via Flyte) solves this. Significance for the stock: This makes Nebius a critical infrastructure partner for large enterprises ("Enterprise AI"), not just for startups. It provides more predictable revenue and "stickiness" – customers stay because their entire production line is built on this platform. 2. Reproducibility as a competitive advantage "Reproducibility" might sound dry, but in the AI world, it's alpha and omega for profitability. If a model crashes or behaves differently in the cloud than during testing, it costs enormous sums in wasted GPU time. Union.ai on Nebius guarantees that what works on a small scale also works on an enormous scale. This significantly reduces risk for customers. 3. Why this can turn pessimism around Those who are skeptical of Nebius (Short-sellers/those who are "bear" on the stock) focus on: High costs (Capex): They see Nebius spending billions on data centers. Margin pressure: They fear that GPU rental will become a "commodity" where prices plummet. This partnership is the counter-argument: By offering an integrated platform with Union.ai, Nebius moves up the value chain. They don't just sell "power to the processor," but a solution that provides 20x faster development cycles. This can justify higher margins and create loyal customers who are less price-sensitive than those who just shop for the cheapest possible GPU hours. Conclusion While the market is currently punishing the stock for short-term costs and debt, partnerships like this (and the Microsoft agreement) point towards a long-term strategy of becoming the backbone of the industrial AI revolution. For investors who look beyond the next quarter, this is confirmation that the technology and strategy are solid.
- ·18 t sittenNew MLPerf figures: Nebius delivers world-class performance on NVIDIA Blackwell MLCommons has just released the latest benchmark results, and the figures for Nebius are incredibly strong. We see that hardware is only half the story – optimization and infrastructure decide the rest. https://mlcommons.org/ Here are the highlights from the tests: ✅ Nebius best in class for Inference: On the massive model Llama 3.1 405B, Nebius takes 1st place in both Server and Interactive categories on NVIDIA B200 (8-GPU), ahead of both server manufacturers and other cloud providers. ✅ Superior scaling: In training tests (Training) we see that Nebius scales better than competitors like Oracle and Dell. On 16 and 32 GPU setups, Nebius is consistently faster – actually up to 15–20 % more efficient than on-premise systems with exactly the same chips. ✅ Cloud beats On-prem: It is rarely the case that a cloud service ("Available Cloud") beats dedicated, physical server setups on pure performance, but that is exactly what these results show. HOORAY for NBIS. This proves that Nebius' infrastructure extracts the maximum potential from the NVIDIA Blackwell platform. ⚡ There are mainly three reasons why the list is so exclusive, especially for the latest top models: 1. Extremely demanding ("The Champions League of AI") MLPerf is not a simple "press start" test. It requires enormous engineering resources. Optimization: Companies often assign dedicated teams of their best engineers to work for weeks just to optimize the code for this one test. Risk: If you haven't optimized well enough, you risk publishing results that show you are slower than your competitors. Many therefore choose not to participate if they are not sure they can compete at the top. 2. Access to hardware (NVIDIA B200 is brand new) We have seen a lot of results for NVIDIA Blackwell (B200). This is brand new technology that very few in the world actually have physical access to yet. Only NVIDIA's closest partners (like Nebius, Coreweave, Dell, Lenovo, Oracle, etc) have received these chips early enough to run tests. Most other cloud providers are still waiting for deliveries. 3. Resource-intensive for the equipment Running these tests, especially the "Training" part, occupies large parts of the data center for a period. To test scaling on 1000+ GPUs (as Nebius did with H200), these machines must be taken out of regular production. It costs millions in lost potential rental income just to run the test. That Nebius is on this list – and especially on the very latest hardware – places them in a very exclusive "club" of global technology leaders who have both the equipment and the expertise in place. That giants like Amazon (AWS) or smaller local players are not on the list of B200 results is often because they simply haven't gotten the technology up and running yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
320
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,02VWAP
Alin
91VaihtoMäärä
441,6 7 319 383
VWAP
Ylin
97,02Alin
91VaihtoMäärä
441,6 7 319 383
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
22 päivää sitten56 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 20.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sitten65 new Nebius shareholders at Nordnet in the last two days. The total number now stands at 5150. 🔥🖥️📈
- ·2 t sittenAs most people know, after a few weeks like the ones we've just been through, the market doesn't suddenly shoot straight up. To repeat something I wrote in another forum: It always starts with hesitation, just like when a husband tries to go back to his wife after she has been unfaithful...
- ·8 t sittenNebius positions itself not just as a supplier of the raw material (GPUs and power), but as a key player in the industrial phase of AI. Here's why the partnership with Union.ai is so good for Nebius. 1. From "Science Project" to "Factory Floor" It marks the transition from experimentation to production. The Problem: Today, over 80 % of AI projects fail to reach the production stage ("pilot purgatory"). It's easy to create a model on a laptop, but extremely difficult to get it to run stably and cost-effectively on thousands of GPUs. The Solution: The combination of Nebius (which provides specialized, AI-optimized infrastructure/bare-metal) and Union.ai (which provides orchestration via Flyte) solves this. Significance for the stock: This makes Nebius a critical infrastructure partner for large enterprises ("Enterprise AI"), not just for startups. It provides more predictable revenue and "stickiness" – customers stay because their entire production line is built on this platform. 2. Reproducibility as a competitive advantage "Reproducibility" might sound dry, but in the AI world, it's alpha and omega for profitability. If a model crashes or behaves differently in the cloud than during testing, it costs enormous sums in wasted GPU time. Union.ai on Nebius guarantees that what works on a small scale also works on an enormous scale. This significantly reduces risk for customers. 3. Why this can turn pessimism around Those who are skeptical of Nebius (Short-sellers/those who are "bear" on the stock) focus on: High costs (Capex): They see Nebius spending billions on data centers. Margin pressure: They fear that GPU rental will become a "commodity" where prices plummet. This partnership is the counter-argument: By offering an integrated platform with Union.ai, Nebius moves up the value chain. They don't just sell "power to the processor," but a solution that provides 20x faster development cycles. This can justify higher margins and create loyal customers who are less price-sensitive than those who just shop for the cheapest possible GPU hours. Conclusion While the market is currently punishing the stock for short-term costs and debt, partnerships like this (and the Microsoft agreement) point towards a long-term strategy of becoming the backbone of the industrial AI revolution. For investors who look beyond the next quarter, this is confirmation that the technology and strategy are solid.
- ·18 t sittenNew MLPerf figures: Nebius delivers world-class performance on NVIDIA Blackwell MLCommons has just released the latest benchmark results, and the figures for Nebius are incredibly strong. We see that hardware is only half the story – optimization and infrastructure decide the rest. https://mlcommons.org/ Here are the highlights from the tests: ✅ Nebius best in class for Inference: On the massive model Llama 3.1 405B, Nebius takes 1st place in both Server and Interactive categories on NVIDIA B200 (8-GPU), ahead of both server manufacturers and other cloud providers. ✅ Superior scaling: In training tests (Training) we see that Nebius scales better than competitors like Oracle and Dell. On 16 and 32 GPU setups, Nebius is consistently faster – actually up to 15–20 % more efficient than on-premise systems with exactly the same chips. ✅ Cloud beats On-prem: It is rarely the case that a cloud service ("Available Cloud") beats dedicated, physical server setups on pure performance, but that is exactly what these results show. HOORAY for NBIS. This proves that Nebius' infrastructure extracts the maximum potential from the NVIDIA Blackwell platform. ⚡ There are mainly three reasons why the list is so exclusive, especially for the latest top models: 1. Extremely demanding ("The Champions League of AI") MLPerf is not a simple "press start" test. It requires enormous engineering resources. Optimization: Companies often assign dedicated teams of their best engineers to work for weeks just to optimize the code for this one test. Risk: If you haven't optimized well enough, you risk publishing results that show you are slower than your competitors. Many therefore choose not to participate if they are not sure they can compete at the top. 2. Access to hardware (NVIDIA B200 is brand new) We have seen a lot of results for NVIDIA Blackwell (B200). This is brand new technology that very few in the world actually have physical access to yet. Only NVIDIA's closest partners (like Nebius, Coreweave, Dell, Lenovo, Oracle, etc) have received these chips early enough to run tests. Most other cloud providers are still waiting for deliveries. 3. Resource-intensive for the equipment Running these tests, especially the "Training" part, occupies large parts of the data center for a period. To test scaling on 1000+ GPUs (as Nebius did with H200), these machines must be taken out of regular production. It costs millions in lost potential rental income just to run the test. That Nebius is on this list – and especially on the very latest hardware – places them in a very exclusive "club" of global technology leaders who have both the equipment and the expertise in place. That giants like Amazon (AWS) or smaller local players are not on the list of B200 results is often because they simply haven't gotten the technology up and running yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
320
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
97,02VWAP
Alin
91VaihtoMäärä
441,6 7 319 383
VWAP
Ylin
97,02Alin
91VaihtoMäärä
441,6 7 319 383
Välittäjätilasto
Dataa ei löytynyt