Explosive AI cloud growth, heavy capex, bold corporate moves

This cluster tracks Nebius Group (NBIS) as an emerging AI cloud infrastructure player posting several-hundred-percent revenue growth, a multibillion‑dollar contract backlog, and marquee deals such as a $3B Meta agreement. Posts explore its strategy of funding massive capex with upfront big-tech contracts, building a sticky AI platform beyond just GPUs, and pursuing M&A like the Tavily merger alongside a $275M acquisition. The content also covers its post‑Yandex restructuring, share buyback plans, and comparisons with giants like Alphabet, framing both the upside scenarios (200%+ rally, millionaire‑maker narratives) and the key risks around execution, capital intensity, and scalability.