By Keithen Drury
Publication Date: 2026-01-15 10:00:00
Nebius expects huge growth in 2026.
Nvidia (NVDA 1.48%) is the gold standard of artificial intelligence (AI) investing. It has led the way since 2023, rising to become the world’s largest company. However, other, more explosive AI stocks can deliver outsize returns, and investors may want to consider them for smaller, riskier positions that can provide monster growth.
One that I’m excited about is Nebius (NBIS 3.27%). Nebius is growing at an unbelievable pace, and if it hits its growth projections by the end of the year, it could be a huge winner for investors and far outperform Nvidia.
If you’re looking to add a bit of rocket fuel to your portfolio, Nebius is a great place to look.
Image source: Getty Images.
Nebius uses Nvidia’s products
Nebius isn’t a competitor to Nvidia; it’s a client. Nebius purchases top-of-the-line Nvidia GPUs and places them in data centers that it owns and rents. It sets these up in computing clusters, allowing clients to rent them to perform various AI tasks. This is a similar business model to cloud computing, which has already proven itself to be a viable and massively profitable business model.
Nebius operates a computing cluster in Europe and the U.S., although its past was based in Russia. Nebius was spun out of Yandex, essentially the Russian Google, after sanctions from the Ukraine war made its non-Russian assets undesirable. After the spinoff, clients had no problem using Nebius’ computing infrastructure, and it is expecting…
