IIT Guwahati Celebrates Graduation of Inaugural B.Tech in Data Science and AI Cohort with 91% Placement Rate.

IIT Guwahati's Mehta Family School of Data Science and AI celebrated the graduation of its first-ever B.Tech in Data Science and AI cohort (2021–2025). The inaugural batch secured 91% of placements, with 20 students placed with leading recruiters like Warner Bros Discovery, Google, and Microsoft. Two students chose not to continue in the recruitment process, and one will pursue higher studies at Carnegie Mellon University. The successful placement validates the demand for AI skills and the quality of the program.

Nebius Group (NASDAQ:NBIS) has experienced an extraordinary surge in its stock price, rising by 764% over the past year and 345% year-to-date. The company's market capitalization has ballooned to $31.38 billion, driven by robust demand for GPU-based cloud infrastructure and a significant $19.4 billion partnership with Microsoft. Nebius has repositioned itself as a foundational pillar for the next generation of AI compute ecosystems.

Originally emerging from Yandex's technology backbone, Nebius rebranded and established itself in Amsterdam to target the Western AI infrastructure market directly. The company's mission has evolved beyond GPU rentals to delivering vertically integrated cloud solutions optimized for generative AI, robotics, and data-intensive computing. Its business model integrates hardware ownership, custom thermal designs, and proprietary orchestration software, creating a defensible moat in high-performance cloud systems.

Nebius's financial performance is indicative of hypergrowth. The company's trailing twelve-month revenue stands at $249.3 million, with analysts expecting a 392% annual increase this year and up to $1.68 billion in 2026. The company's profit margin of 97.67% reflects the efficiency of its data infrastructure and licensing operations. Despite heavy investment in data centers and GPU clusters, Nebius maintains a strong liquidity position with $1.68 billion in cash versus $1.22 billion in total debt, resulting in a manageable 32.43% debt-to-equity ratio. Operating cash flow remains negative at –$499.5 million, as the company prioritizes aggressive expansion to secure long-term market dominance.

The landmark Microsoft partnership, valued initially at $17.4 billion and expandable to $19.4 billion, marks a defining moment for Nebius. Under the agreement, Nebius will supply dedicated GPU and AI capacity to Microsoft's Azure infrastructure from its new Vineland, New Jersey facility through 2031. This deal effectively positions Nebius as one of the few non-hyperscaler providers capable of supporting enterprise-grade AI workloads at scale. It also unlocks recurring revenue streams and utilization guarantees, providing visibility that most mid-cap AI companies lack.

Nebius's infrastructure scale is expanding at a breakneck pace. With capacity surpassing 78,000 GPUs across its global network and power density approaching 100MW, the company is targeting efficiency levels previously associated only with hyperscalers like Amazon Web Services or Google Cloud. The new data centers in Kansas City, New Jersey, and Europe are expected to further reduce latency for high-frequency inference tasks and LLM training, making Nebius a preferred provider for customers needing real-time AI model deployment.

Nebius's structure extends beyond GPU clusters into four key business units. Nebius.AI, the company's flagship full-stack cloud platform, is on track to exceed $600 million in annual recurring revenue (ARR) by the end of 2025, commanding roughly half of total group valuation. Toloka, its AI data-labeling subsidiary, has posted 140% year-over-year growth and plays a critical role in safe AI model training and reinforcement learning optimization. TripleTen, its education and reskilling division, adds a smaller but strategic $250 million valuation, supporting AI workforce training. Meanwhile, Avride, Nebius's autonomous systems arm, has logged over 200,000 pilot deliveries, developing ground and air-based delivery systems projected to capture a $3.5 billion valuation in its own right.

Nebius's stock has outpaced both Reddit (NASDAQ:RDDT) and Meta Platforms (NASDAQ:META), gaining over 764% in the last 12 months compared with Meta’s 68% and Alphabet’s 52%. The S&P 500 returned just 17.41% in the same period, making Nebius one of the market’s most explosive performers. Average daily trading volume sits at 16.26 million shares, confirming heavy institutional activity and retail speculation. With 52-week lows of $14.09 and highs of $135.76, the stock remains volatile, exhibiting a beta of 1.19 — indicative of high sensitivity to both AI sector sentiment and macroeconomic shifts in tech valuations.

Nebius's near-term trajectory hinges on its ability to transition from hypergrowth to profitable scaling. Management expects positive adjusted EBITDA by late 2025, supported by higher utilization rates, recurring enterprise contracts, and optimized cluster efficiency. As hyperscalers like Microsoft and Meta continue to outsource AI infrastructure needs, Nebius stands to capture a larger slice of a trillion-dollar TAM. The strategic launch of GraniteShares 2x Long Nebius ETF (NASDAQ:NBIL) further amplifies retail and institutional exposure, indicating growing confidence in the company’s momentum.