Secured nearly $20 billion in orders from Microsoft! NEBIUS surged over 50%, and these companies also have potential for explosive growth!

Monday, $NEBIUS(NBIS.US)$ Next $Microsoft(MSFT.US)$ A maximum of 19.4 billion US Dollars!

NEBIUS will provide Microsoft with dedicated products from its new data center elsewhere in Vineland, New Jersey, and will begin service in several stages this year and next year at the earliest. Microsoft does not specify how to use resources from NEBIUS.

According to NEBIUS documents to SEC, the Trade will cost the company $17.4 billion, and Microsoft will retain options to purchase $2 billion worth of services for a period of 2031, up to $19.4 billion. THIS MESSAGE CAUSED THE NEBIUS DISC TO INCREASE BY 50%.

SEE HERE, OR ARE SOME INVESTORS INTERESTED IN UNDERSTANDING HOW NEBIUS IS DOING? How does this order compare? What types of companies are there to consider? Next, we'll analyze it for a fellow investor.

NEBIUS WHAT IS THE SITUATION WITH THIS COMPANY?

Based on Financial Statements Research Reports, $NEBIUS(NBIS.US)$ Formerly the Russian version of Google, AI has been steadily transforming rental power.

NEBIUS is fronted by Yandex, the Russian technology giant, whose business is actively searching maps, maps, cars, music and media. In 2022, Yandex temporarily changed its policy, launched a military regroupment, cut off the Russian market. In October 2024, Yandex and NEBIUS completed a proper separation.

Reborn NEBIUS leverages Yandex's AI capability storage and builds Hyperscaler's expertise, leveraging a large number of AI infrastructure facilities, All In power rentals, and into global AI infrastructure facilities, providing large scale GPU power group rental services and related development tools.

With CoreWeave, NEBIUS has acquired NVIDIA's investment. AS A LOCAL SERVICE PROVIDER IN EUROPE, NEBIUS IS SUPPORTED BY THE IPCEI CIS PROJECT IN EUROPE. NEBIUS OFFERS LOWER POWER PRICES BY WORKING DIRECTLY WITH ODM MANUFACTURERS AT ITS OWN FINANCIAL ADVANTAGE. At the same time, NEBIUS has a professional team of 400+ software hardware engineers to support the ODM strategy to help GPUs quickly gain ground.

In addition, CoreWeave's location is primarily a provider of computer servers, while NEBIUS is working to build full-scale infrastructure facilities for the rapidly growing global AI Industry. Other services include large-scale GPUs, developer tools and support services to create integrated high-performance solutions based on proprietary software infrastructure and hardware design capabilities — including server, rack and data center design.

This difference further leads to the difference in the appearance of the two people in the customer structure and development mode. AI Servers are more likely to meet the demanding needs of the computing power expansion of the technology cluster, while NEBIUS is lending comprehensive services to large enterprises, and other customers are more likely to adopt a typical service provider model, and other customers range from medium to small AI start-ups to large technology companies. Structures are more complex. This broad customer base makes NEBIUS less effective than large customers and enhances Business risk aversion.

IN ADDITION, NEBIUS HAS SET A GOAL: THE PLAN IS TO INCREASE GPU CAPACITY BY THE BOTTOM OF 2025 AND INCREASE IT BY 4X IN THE MEDIUM TERM TO BECOME A GLOBAL AI INFRASTRUCTURE PROVIDER.

How does this order affect it?

The analysis shows that this collaboration with Microsoft is a major benefit to NEBIUS and will use other capabilities to expand AI Cloud Business more vigorously in 2026. The Company is committed to helping its employees grow smart and not expand into other data center businesses.

Previously, the market's appetite for NEBIUS included other customers, such as small and medium-sized customers, who were resistant to growth and income could not be hedged, so this time placing Microsoft's orders made it easier for investors.

Microsoft's engagement will fundamentally change this schema. In Q2, NEBIUS revenue accounted for about 9% of CoreWeave's revenue. Once Microsoft's orders start to gain revenue, this benchmark is expected to increase rapidly.

NEBIUS Founder and Part-time Chief Executive Officer Arkady Volozhsaid this morning:

NEBIUS' core AI cloud business development is extremely strong, with customers ranging from start-ups to large corporations. We have already indicated that apart from the core business, the company is expected to enter into long-term cooperation agreements with leading AI laboratories and large Technology companies. Today, I am highly interested in promoting the first type of contract, but I do not believe that there will be more cooperation. The economic impact of this partnership has been remarkable and, more importantly, it will help us accelerate the growth of our AI Cloud Business in 2026 and beyond.

It's worth noting that Microsoft's orders are very high compared to OpenAI's Early Trade with CoreWeave, a sign that the demand for GPU computing power is particularly strong. This could resonate with the entire AI Industry Chain: By choosing NEBIUS, Microsoft could realize faster GPU deployments than building its own infrastructure facilities. Due to construction of infrastructure facilities and land acquisition, approval, construction and pending power supply, this process may take several months.

However, with a number of risks worthy of investors' attention, NEBIUS states in the document that this Trade will demonstrate the acceleration of its AI Cloud Business in 2026. In order to achieve faster growth, companies need to look for ways to finance themselves. NEBIUS indicates that the capital support associated with this Trade will reflect the cash received through the Agreement and the liabilities secured by the Agreement.

PREVIOUSLY, AT THE ANNUAL GENERAL MEETING ON AUGUST 22, THE COMPANY ALSO DISCUSSED THE AUTHORIZATION TO ISSUE NEW SHARES.

The resolution requests that the Shareholders' Competent Board of Directors may increase at any time within five years no more than 20% of the Company's issued shares.

In addition, we will discuss the share repurchase authorization: the Board of Directors may repurchase Class A ordinary shares not exceeding 20% of the company's issued shares at any time within 18 months. The repurchase price will approximate the market price of the Nasdaq Global Select Market at the time of the buyback.

What other companies are worth paying attention to?

BeforeA NEW AGE OF GOLD! Fund Development Becomes the Next Major Battleground for Investors to Become New Gold”A note that, with AI in action, it has become a new era of shale oil, and a look at the emerging Block Orders that are currently building AI shares, provides our investors with reference:

NEBIUS IS REMOVED, AND THE TEXT FOCUSES ON THE OTHER TWO NEOCLOUD—— $CoreWeave(CRWV.US)$ 、 $IREN Ltd(IREN.US)$ 。 From a technical perspective, CoreWeave is an AI power level, aligned with the hardware model and NVIDIA ecosystem; NEBIUS is a complete developer tool, powerful platform usability and European technology IREN is a combination of energy+energy integrators, leveraging green electricity and Bitcoin business. Instrument View:

CoreWeave: Miners, Embrace NVIDIA, All In Power Rental

Based on Financial Statements Research Reports, $CoreWeave(CRWV.US)$ Starting with mining in 2017, Atlantic Crypto built up a large number of GPUs, following the currency crash, the company began exploring a transformation, acquiring second-hand GPUs at low prices and moving to high-performance computing rental services in areas such as AI, video and more.

ChatGPT in 2022 launches a global breakthrough, with CoreWeave Borrowing Bare Metal GPU model and powerful power delivery capabilities, forging deep partnership with NVIDIA in 2023, attracting major customers including OpenAI, Meta, Microsoft, All In Power Rental, becoming the most affordable utility to date One of the suppliers of AI Core Infrastructure Facilities for Visual Power.

CoreWeave has 32 data centers running over 0.25 million+ GPUs, serving major North American customers such as Microsoft, NVIDIA, OpenAI, Meta, and Google. CoreWeave focuses on GPU-driven power rental services, with 32 data centers and over 0.25 million PUs, leading North American customers such as Microsoft, NVIDIA, OpenAI, Meta, Google, and adding to the rapidly growing computing needs of its customers while increasing the vitality of other open source assets.

Microsoft is the first largest customer, with a revenue margin of over 62% in 2024. CoreWeave and Microsoft Signature Services Agreement, in 2023, CoreWeave confirmed revenue of $81 million for Microsoft's services, and $1.2 billion in 2024, and 62% of total revenue.

—NVIDIA nurtures CoreWeave, renting out other power. In early 2023, NVIDIA has agreed to pay CoreWeave $1.3 billion over four years to lease back self-produced chips, which will last until August 2027.

OpenAI and CoreWeave Sign $11.9 Billion in Five-Year Lands. As of March 10, 2025, CoreWeave and OpenAida generated $11.9 billion in revenue each year, adding approximately $2 billion annually to CoreWeave.

Google has started talking with CoreWeave to improve its locking power. According to the INFORMATION report, Oracle is in talks with CoreWeave to lock in NVIDIA's advanced Blackwell chip, while it hopes to lease CoreWeave's data center space to install other mass processing units (TPUs) that are partnering with Broadcom.

It is worth noting that in the context of high computing demands, CoreWeave provides machine services in the GPU-Direct Service (GAAS) mode. For customers, it is possible to meet the needs of traditional manufacturers to meet the needs of more precision and higher profitability AI services demonstrate to CoreWeave that GPUs can reduce performance losses from virtualization, increase compute efficiency, and increase GPU utilization.

In addition, CoreWeave has two distinct advantages: missing multi-card group management capabilities and public cluster network communication capabilities.

Mon-Card Cluster Management Capability: In the Non-Superscale Modeling Service Provider (CSP), CoreWeave is the least resource-rental provider that can operate ultra-large scale model clusters that can manage more than 10,000 H100GPU-structured compute clusters that require power rental factory equipment Strong technology storage and operational capability.

Expanded clustered network communication capabilities: CoreWeave is a provider of fully configurable InfiniBand SHARP (scalable tiered multiplexing), CoreWeave is capable of real-time in-network computing, demonstrating the communication efficiency of large-scale simulation training. AT THE SAME TIME, THE MONITORING SYSTEM IS COMPLETE, OTHER DEVELOPED NCCL PERFORMANCE ANALYTICS PLUGS HELP CUSTOMERS IDENTIFY COMMUNICATION BOTTLE PIN POINT CONTROLLERS, AUTOMATICALLY SEPARATE FREQUENT POINTS, AND PROVIDE HEAT BACKUP POINT REPLACEMENT WITHIN 90 SECONDS, MINIMIZING TRAINING INTERVAL TIME.

Thanks to the GAAS model and group management capabilities, CoreWeave can be low-priced, cost-effective, and highly efficient.

In fact, CoreWeave is important in AI computing leaderships. Â The company is a leading provider of full-scale Blackwell GPU product offerings, specializing in workload design data centers for AI, IBM and MISTRAL AI-branded companies. Analysts predict that CoreWeave's year-to-date revenue growth is expected to grow 127%, possibly to $11 billion, driven by demand.

From the perspective of the stock price, CoreWeave has no implications, falling by about 50% from its historic high and not recording an increase of 130% year-over-year. However, NVIDIA Chief Financial Officer Colette Kress said in an Earnings Reports conference call that the company expects global support for AI infrastructure to reach $3 trillion to $4 trillion by the end of this year, indicating that AI is moving to an early stage. However, a high average customer base is one of the risks of other companies.

IREN: Not only the “efficiency king” of mining, but also HPC the “engine of change”

$IREN Ltd(IREN.US)$ Iris Energy is the first to launch a large-scale Bitcoin mining project using low-cost renewable energy. However, starting in 2024, the company will undertake a key strategic transformation, from a single Cryptocurrency Mining Business to Face-to-Face Artificial Intelligence (AI), High Performance Computing (HPC) and providing data center solutions and services. This major transformation is now in the process of being renamed IREN Limited in December 2024.

IREN's Business is currently structured into three Core Sectors:

Bitcoin Mining

As a core business and a major source of revenue for the company, IREN mines Bitcoin through other data centers, obtains Bitcoin from block rewards and trade fees, and converts them into USD or USD equivalent qualifying currency to generate revenue.

— AI Cloud Services

This is the new strategic point of the company. IREN is powered by Dell Technologies PowerEdge XE9680 Servers, equipped with next-generation NVIDIA H100, B200 and B300 GPUs, providing high-performance computing services to help customers handle energy-intensive AI training and management tasks. The Business Block Sector hardware has a 98% profitability ratio, demonstrating the profitability shown, which is considered to be the core driver of the company's unprofitable growth.

— AI Data Center

Apart from direct line provision, IREN offers host piping and customized construction services. This enables companies to provide dedicated data center infrastructure facilities for customers who already have their own hardware (such as GPUs) to enhance business agility and customer responsiveness by better responding to market demands.

According to the company's latest performance, Q2 revenue and Net income were recorded at $0.1873 billion and $1.769 billion, driven by the expansion of its Bitcoin Mining Business and AI business.

The company expects Bitcoin mining revenue to reach $1 billion for the year, while its AIYUN Business annual revenue is already close to $0.25 billion. IREN is already replacing ASICs for Bitcoin mining with GPUs in several mining centers, to support AI cloud business, to invest in the construction of a liquid-cooled AI data center called Horizon, and another facility called Sweetwater is expected to be deployed in mid-2025.

OUTSIDE, THE COMPANY ADVERTISES THAT IT HAS EARNED NVIDIA'S PREFERRED PARTNER STATUS.