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Nebius Is Taking on AI Infrastructure at a Massive Scale

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated April 27, 2026

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Nebius (NASDAQ:NBIS) just landed massive AI cloud agreements that could reshape its growth story for years to come. The market is starting to wake up, but the real debate is whether this backlog is still underappreciated or already pulling too much future optimism into the stock price.

Stock prices used were the market prices of April 22, 2026. The video was published on April 26, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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