{"id":231005,"date":"2025-12-13T14:28:10","date_gmt":"2025-12-13T14:28:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/231005\/"},"modified":"2025-12-13T14:28:10","modified_gmt":"2025-12-13T14:28:10","slug":"nebius-group-vs-iren-limited","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/231005\/","title":{"rendered":"Nebius Group vs. Iren Limited"},"content":{"rendered":"\n<ul class=\"yf-h8k6hx\">\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-7hmkaz\">Companies appear set to spend trillions on AI infrastructure this decade.<\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-7hmkaz\">Nebius Group is growing fast, but its losses are still mounting.<\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-7hmkaz\">Iren Limited operates in the black because most of its revenue comes from Bitcoin mining.<\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-7hmkaz\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=1f710fef-667f-4ef7-b4ac-4ecb186ed6cb&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D8867%26source%3Disaedikp0000053%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_yahoo%26ftm_pit%3D17670\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 stocks we like better than Nebius Group \u203a;elm:context_link;itc:0;sec:content-canvas\">10 stocks we like better than Nebius Group \u203a<\/a><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-7hmkaz\">There are a few interesting ways to invest in the growth of artificial intelligence (AI), but one of my favorites right now is AI infrastructure. <strong>Nvidia<\/strong> CEO <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/famous-investors\/jensen-huang\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=41e6962d-0806-4d84-8583-51f9dd1e79ce\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Jensen Huang;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Jensen Huang<\/a> has estimated that companies will spend $3 trillion to $4 trillion on AI infrastructure and data centers by 2030 &#8212; and Huang has been right a lot more than he&#8217;s been wrong.<\/p>\n<p class=\"yf-7hmkaz\">Chipmakers are plowing as much as they can into making more powerful chips, but there&#8217;s also a growing need for <a href=\"https:\/\/www.fool.com\/terms\/d\/data-center\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=41e6962d-0806-4d84-8583-51f9dd1e79ce\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:data center;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">data center<\/a> capacity. Developers and companies are more likely to use cloud environments for AI training and inference because of the huge expense in buying, bundling, and powering chips.<\/p>\n<p class=\"yf-7hmkaz\">I invested in <strong>Nebius Group<\/strong> (NASDAQ: NBIS), a rising Dutch company that offers cloud infrastructure for AI environments. But the more I learn about <strong>Iren Limited<\/strong> (NASDAQ: IREN), the more I appreciate that business model.<\/p>\n<p class=\"yf-7hmkaz\">Let&#8217;s look at these two companies.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Two people walking in a hallway of a data center.\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Image source: Getty Images.         <\/p>\n<p class=\"yf-7hmkaz\">Nebius Group is based in the Netherlands, but it used to have ties to Russia. The company was formerly called Yandex N.V., and its primary business was a Russian internet company of the same name. Yandex traded on the Nasdaq Stock Market, but <strong>Nasdaq<\/strong> suspended trading when Russian companies were hit with sanctions following Russia&#8217;s invasion of Ukraine. The company sold off its Russian assets, rebranded as Nebius, and eventually started trading again on the Nasdaq.<\/p>\n<p class=\"yf-7hmkaz\">Now, Nebius is an AI infrastructure company that offers large-scale clusters of Nvidia&#8217;s graphics processing units (GPUs) throughout Europe, the Middle East, and the U.S. The company offers access to up to 32 Nvidia H100 and H200 GPUs on an on-demand basis, as well as contracts for full-stack AI infrastructure that features Nvidia Blackwell GPUs.<\/p>\n<p class=\"yf-7hmkaz\">The company reported fast-growing revenue of $146.1 million in the third quarter, up 355% from a year ago, and promoted its new $3 billion deal with <strong>Meta Platforms<\/strong> to provide AI infrastructure for the next five years. That comes on the heels of its first big win, a deal with <strong>Microsoft <\/strong>worth up to $19.4 billion, which was announced in September.<\/p>\n<p class=\"yf-7hmkaz\">And while the revenue growth is expensive, Nebius still is not turning a profit because it&#8217;s horribly expensive to build and run data centers. The company reported a net loss of $100.4 million for the quarter and has incurred net losses of $273.7 million for the year so far.<\/p>\n<p> Story Continues  <\/p>\n<p class=\"yf-7hmkaz\">&#8220;We have consistently said that we are committed to growing our business aggressively, and we are continuing to deliver on this commitment. 2025 has been a building year as we put in place the infrastructure and framework for future rapid growth,&#8221; CEO Arkady Volozh said in a letter to shareholders.<\/p>\n<p class=\"yf-7hmkaz\">The company plans to have up to 1 gigawatt of contracted power by the end of 2026, and is seeking additional sites that would allow it to have up to 2.5 GW of power.<\/p>\n<p class=\"yf-7hmkaz\">Iren is an Australian company that is also in the AI infrastructure business. What sets it apart is that it makes most of its money from <strong>Bitcoin<\/strong>, which allows it to be profitable as it starts building data centers and adding capacity.<\/p>\n<p class=\"yf-7hmkaz\">It currently has three data centers in Canada and one in Texas, and it&#8217;s building a second data center in Texas. It&#8217;s also touting a major AI deal of its own, having signed a $9.7 billion deal to provide Microsoft with cloud computing services, using Nvidia GPUs. As part of the deal, it&#8217;s also buying $5.8 billion in GPUs and equipment from <strong>Dell Technologies<\/strong>.<\/p>\n<p class=\"yf-7hmkaz\">Revenue in the first quarter of fiscal 2026 (ended Sept. 30, 2025) was $240.3 million, up 335% from a year ago. And the company posted net income of $384.6 million, versus a loss of $51.7 million a year ago.<\/p>\n<p class=\"yf-7hmkaz\">Bitcoin mining revenue made up the majority of the company&#8217;s revenue, at $232.9 million, while AI cloud services revenue was only $7.3 million. But the company is laying the groundwork for much more.<\/p>\n<p class=\"yf-7hmkaz\">&#8220;Looking ahead, our announced expansion to 140k GPUs represents only 16% of our 3 GW grid-connected power portfolio, providing ample capacity to continue scaling Iren&#8217;s AI cloud platform and drive long-term value creation,&#8221; said co-CEO Daniel Roberts.<\/p>\n<p class=\"yf-7hmkaz\">I&#8217;m never a fan of going into debt, but I know it&#8217;s necessary for companies to build their products. The problem with AI infrastructure is that it&#8217;s expensive &#8212; and those costs aren&#8217;t going to go away. GPUs have a limited shelf life, and companies like Nvidia are already working on future generations.<\/p>\n<p class=\"yf-7hmkaz\">Iren allows investors to purchase stock in an AI data center company that isn&#8217;t incurring debt. That gives Iren a huge advantage over companies like Nebius and <strong>CoreWeave<\/strong>, which is why I prefer it as a buy right now.<\/p>\n<p class=\"yf-7hmkaz\">Before you buy stock in Nebius Group, consider this:<\/p>\n<p class=\"yf-7hmkaz\">The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a0<strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=d772f84d-950c-47ab-ba39-7f178946c584&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001162%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18417&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=41e6962d-0806-4d84-8583-51f9dd1e79ce\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 best stocks<\/a><\/strong> for investors to buy now\u2026 and Nebius Group wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p class=\"yf-7hmkaz\">Consider when <strong>Netflix<\/strong> made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0<strong>you\u2019d have $507,421<\/strong>!* Or when <strong>Nvidia<\/strong> made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $1,109,138<\/strong>!*<\/p>\n<p class=\"yf-7hmkaz\">Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 972% \u2014 a market-crushing outperformance compared to 195% for the S&amp;P 500.\u00a0<strong>Don&#8217;t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/strong><\/p>\n<p class=\"yf-7hmkaz\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=d772f84d-950c-47ab-ba39-7f178946c584&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001162%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18417%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DNebius%2520Group&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=41e6962d-0806-4d84-8583-51f9dd1e79ce\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\"><strong>See the 10 stocks \u00bb<\/strong><\/a><\/p>\n<p class=\"yf-7hmkaz\">*Stock Advisor returns as of December 8, 2025<\/p>\n<p class=\"yf-7hmkaz\"><a href=\"https:\/\/www.fool.com\/author\/20563\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Patrick Sanders;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Patrick Sanders<\/a> has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Bitcoin, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-7hmkaz\"><a href=\"https:\/\/www.fool.com\/investing\/2025\/12\/13\/better-ai-infrastructure-stock-nebius-vs-iren\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Better AI Infrastructure Stock: Nebius Group vs. Iren Limited;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Better AI Infrastructure Stock: Nebius Group vs. Iren Limited<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Companies appear set to spend trillions on AI infrastructure this decade. Nebius Group is growing fast, but its&hellip;\n","protected":false},"author":2,"featured_media":231006,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,123430,986,18,19,6394,17,1342,39161,292,14609,82],"class_list":{"0":"post-231005","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-cloud-environments","12":"tag-data-centers","13":"tag-eire","14":"tag-ie","15":"tag-infrastructure","16":"tag-ireland","17":"tag-iren-limited","18":"tag-nebius-group","19":"tag-nvidia","20":"tag-revenue-growth","21":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115712734216869774","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/231005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=231005"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/231005\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/231006"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=231005"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=231005"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=231005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}