Here’s Why Analysts Think Nebius (NBIS) Could Benefit From Amazon’s GPU Price Increase

Jabran Kundi

Fri, July 10, 2026 astatine 8:54 AM CDT 2 min read

Nebius Group NV (NASDAQ:NBIS) is 1 of the 10 Best AI Stocks to Watch successful July. On July 2, Nebius Group NV (NASDAQ:NBIS) received immoderate expert attraction connected Wall Street arsenic a effect of Meta's introduction into the unreality computing business. Stefan Slowinski of BNP Paribas has a Neutral standing connected the stock, partially due to the fact that Nebius' banal has already risen implicit 345% this twelvemonth truthful far.

While helium thinks the banal has tally its course, the company's concern is expected to enactment strong. He believes the company's pricing powerfulness volition stay intact and cited SpaceX's caller deals with Google and Anthropic arsenic grounds that the request for compute continues to enactment strong. In his enactment to investors, Slowinski said:

"Near term, we proceed to find the pricing situation supportive, evidenced successful portion by SpaceX's caller AI infrastructure deals with Anthropic and Google."

On the taxable of beardown demand, the expert besides pointed retired that Amazon's caller 20% terms summation for GPU preservation work would payment NeoClouds similar Nebius. Enterprises proceed to look for cheaper alternatives, and Nebius provides precisely that done its open-source models. This factor, helium believes, could beryllium the catalyst for NBIS' adjacent rally, if that materializes:

"In this regard, Nebius screens comparatively good arsenic its AI unreality stack appears amended positioned to enactment fine-tuned open-source models for endeavor customers seeking cheaper alternatives to frontier models."

Nebius Group NV (NASDAQ:NBIS) is simply a exertion institution that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric unreality level that provides full-stack infrastructure, including large-scale GPU clusters, unreality services, and developer tools. 

While we admit the imaginable of NBIS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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