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The Compute & Data — AI Cloud & Storage · AI Chain

NBIS

Nebius Group
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European NeoCloud — Aleab's biggest position

What they do

Re-emerged from the wreckage of Russian-linked Yandex as a pure-play AI cloud company . Just signed $46 billion in long-term cloud deals, including a multi-year supply agreement with Meta. Raised $4.3 billion in convertibles in March 2026. Eigen AI utilization layer is unique IP.