Nebius Group N.V. is buy-rated, with the Palantir partnership seen as a strategic catalyst for scaling into a leading AI infrastructure platform. The partnership enables NBIS to serve as the preferred sovereign infrastructure for Palantir's enterprise AI stack, targeting regulated and sensitive industries. NBIS's upside is amplified by leveraging Palantir's enterprise customer base, accelerating demand aggregation and modular data center deployments without heavy upfront capex.
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