MarketPulse

AI cloud infrastructure

4 articles
The Motley FoolThe Motley Fool··Eric Trie

Rackspace Soars 56% on AMD AI Infrastructure Deal, Returns to Profit

Rackspace surges 56% after announcing AMD AI infrastructure partnership and posting Q1 profitability return with 2% revenue growth to $678 million.
AMDRXTAKAMNETprofitabilityenterprise AI
The Motley FoolThe Motley Fool··Micah Zimmerman

Nebius Lands $46B AI Cloud Deal Pipeline; 10X Upside Unlikely Despite Growth Trajectory

Nebius secured $46B in AI cloud contracts from Microsoft and Meta through 2031. With $530M 2025 revenue and $41B valuation, analysts see 50-75% upside rather than 10x returns.
NVDAMETAMSFTAMZNNBISexecution riskdata centers
BenzingaBenzinga··Lekha Gupta

Nebius Raises $4B Via Convertible Debt to Fuel AI Data Center Expansion

Nebius raises $4 billion via convertible debt to fund AI data center expansion, capitalizing on GPU scarcity and its $17 billion Microsoft partnership.
NVDAMSFTNBIScapital raisedilution
The Motley FoolThe Motley Fool··Howard Smith

Nebius Shares Surge on Stronger-Than-Expected 2025 Revenue Performance

Nebius stock surged 7.75% after exceeding 2025 revenue guidance at $1.25B versus $1.1B projected. The AI infrastructure provider plans sevenfold 2026 growth.
NBISrevenue guidancestock rally