Nebius Group (NBIS)
AI neocloud (ex-Yandex). $17.4B Microsoft deal. 9 DC buildouts planned.
- Ticker: NBIS
- Sector: gpu cloud (gpu cloud)
- DC exposure tier: high
Nebius Group (NBIS) is a high-exposure name in the data-center supply chain in the gpu cloud sector. Data Center Index tracks Nebius Group's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Nebius is a pure-play AI cloud operator — 100% DC infrastructure; entire business is renting AI compute out of newbuild GPU DCs.
Tracked Nebius Group data center projects
- Kansas City AI Campus — 800 MW, Independence, MO · announced
- Lappeenranta AI Factory — 310 MW, Lappeenranta, Finland, Finland · under construction
- New Jersey AI Campus — 300 MW, NJ · announced
- Lille AI Factory — 240 MW, Lille, France, France · under construction
- NEBIUS AI Cloud — Mäntsälä Finland Data Center — 100 MW, Mäntsälä, Finland · operational
- Nebius & Mega Or — Israel AI Hub — 80 MW, Beit Shemesh, Israel · under construction
- Mantsala AI Factory — 75 MW, Mantsala, Finland, Finland · operational
- Nebius–Mega Or National AI Data Center (Israel) — 25 MW, Modi'in, Israel · under construction