Aug. 1 at 10:33 PM
$NBIS $CRWV $NVDA $SMCI
NBIS: the most diversified AI infrastructure company.
NBIS near term catalyst including AV ride
📅 Near-Term Catalysts
• Q2 2025 Earnings Report on August 7, 2025, after market close
The upcoming financial results and investor conference call are pivotal. Expected metrics include revenue growth, CapEx updates, and operational path toward profitability. These will clarify whether Nebius can hit its annual recurring revenue (ARR) targets and narrowing EBITDA losses.  
• Achieving Positive Adjusted EBITDA in H2 2025
Management has reaffirmed its goal to reach adjusted EBITDA profitability by year-end, with guidance of
$750 million–
$1 billion in ARR. Investors will be focused on margin improvement consistency.  
⸻
🔧 Strategic Infrastructure & Product Catalysts
• Deployment of NVIDIA GB300 NVL72 Superchip (by Q4 2025)
Nebius plans to integrate NVIDIA’s GB300 NVL72 GPUs into its AI cloud. This technology promises multi-modal model training and enterprise-grade workloads—serving as a competitive differentiator. 
• Partnerships and New Data Center Deployment
• WEKA Storage Integration: A recent integration with WEKA delivers GPU‑as‑a‑Service (GPUaaS) performance, enhancing Nebius’s storage+compute stack for high-performance AI workloads. 
• New Data Centers in U.S. & Europe: Major infrastructure rollouts in New Jersey, Kansas City, Finland, and Paris aim to scale Nebius to over 200 MW of capacity by year-end. 
⸻
🌱 Subsidiary Growth Potential – Toloka
• Toloka’s
$72 Million Funding Led by Bezos Expeditions (May 2025)
Toloka, Nebius’s crowdsourced AI data-services unit, is scaling independently with strong backing and U.S. expansion potential. This may unlock incremental value for Nebius shareholders.  
⸻
🚀 Analysts & Institutional Momentum
• Expanded Analyst Coverage/Institutional Interest
With Goldman initiating coverage with a Buy rating, price target at 68$ with growing coverage may improve valuation and liquidity. 
Additionally, as the stock transitions from retail-heavy ownership, institutional inflows may follow post-earnings.
🚀 AVride, with estimated 5 billion valuation alone and Near-Term Catalysts in 2025
1. Uber Eats robot delivery expansion
• Avride’s delivery robots are already live in Austin, expanded to Dallas and Jersey City by early 2025, handling sidewalk-based food deliveries via Uber Eats. 
• Management plans to grow the robot fleet to hundreds of units during 2025.  
2. Uber robotaxi launch in Dallas
• Avride is partnering with Uber to roll out robotaxi ride-hailing services in Dallas, expected to begin in late 2025. 
3. Hyundai strategic partnership
• In March 2025, Avride teamed up with Hyundai to develop and deploy commercial robotaxis, utilizing retrofitted Hyundai Ioniq 5 vehicles. 
⸻
🧭 Why These Catalysts Matter
• Commercial scale‑up: Rapid growth in robot deployment and service expansion marks a major transition from test-phase to real-world operations.  
• Revenue & valuation potential: Successful rollout of robotaxi services, especially via Uber in Dallas, could significantly increase Avride’s standalone valuation—and by extension, Nebius’s overall worth. Analysts suggest Avride alone could be worth
$5B+. 
• Technology leverage: Avride’s unified hardware/software stack supports both delivery bots and ride vehicles, fueling operational leverage.
