Nebius And Palantir: Implications Of The New Partnership

The Asian Investor 33.18K Followers Follow Summary Nebius surged 8% after announcing a strategic AI infrastructure partnership with Palantir Technologies this week. I reaffirm my 'Strong Buy' rating on Nebius, citing 454% year-over-year growth and robust neocloud demand. Combining hardware and software services could be a winning strategy for Nebius to access Palantir's high-quality enterprise customers. Nebius's partnership with Palantir positions it as a preferred sovereign AI infrastructure provider, unlocking new commercial growth avenues. Shares have appreciated 175% year-to-date, reflecting strong investor confidence despite notable volatility. imaginima/iStock via Getty Images Neocloud pioneer Nebius ( NBIS ) and AI software analytics company Palantir Technologies ( PLTR ) announced a major partnership this week that will see both companies combine their respective strengths to bring unparalleled computing power This article was written by The Asian Investor 33.18K Followers Follow I am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS, PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.