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NBIS vs. AMZN: Which AI-Infra Stock Seems a Better Pick at the Moment?
ZACKS·2025-06-17 22:45

Key Takeaways NBIS is expanding globally with a 2Bcapexplanandtargeting2B capex plan and targeting 750M-1BinARRfor2025.AMZNsAWSposted171B in ARR for 2025. AMZN's AWS posted 17% revenue growth and holds a 189B backlog with a $117B annualized run rate. NBIS stock rose 25.5% in a month, outpacing AMZN's 2.9%, but both face intense competition.Nebius Group N.V. (NBIS) is an upcoming player in the AI-infrastructure market, while Amazon (AMZN) is an established tech behemoth. NBIS is a GPU-focused cloud platform, while Amazon dominates the AI cloud space throu ...