Nebius: The Hidden AI Infrastructure Gem Trading at a 50% Discount

It's no secret that artificial intelligence (AI) has come into its own over the past few years, and some of the biggest names in technology have benefited greatly from advances in generative AI. Palantir and Nvidia are among the biggest winners, soaring 2,180% and 1,030%, respectively, since early 2023. With gains of that magnitude, it isn't surprising that investors are turning over every stone looking for the next big AI winner.One area that's been attracting a lot of attention is that of neoclouds, which provide on cloud-based AI processing resources for companies. For example, since CoreWeave went public in late March, the stock has gained an impressive 215% (as of market close on Friday). Another example is rival neocloud provider Nebius Group (NASDAQ: NBIS). Since it resumed public trading in mid-October, the stock is up 122% and shows no signs of slowing.The prevailing secular tailwinds and bullish sentiment among investors have helped fuel Nebius' rise, and one Wall Street analyst believes Nebius is an unsung hero in the space. Let's dig further into the concept of neoclouds and why Nebius could be a big winner in the AI revolution.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool