Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n That investment has grown substantially. The AI stock<\/a> has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let’s see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner. <\/p>\n Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things. <\/p>\n So, Nebius doesn’t just build AI data centers and rent out its compute capacity to customers. It is capitalizing on the growing demand for inference through its Token Factory software solution, which enables customers to scale their models, build agents, and perform other tasks. Nebius management noted on the May earnings call that its Token Factory is experiencing solid traction among customers. <\/p>\n Also, its cloud platform is being used for developing physical AI solutions, which is a fast-growing niche within AI that’s expected to grow by more than 100x in revenue between 2026 and 2040, generating $383 billion in revenue at the end of the forecast period. <\/p>\n Meanwhile, the neocloud infrastructure market that Nebius operates in is projected to generate over $53 billion in revenue in 2030, according to Gartner. The company has generated $878 million in revenue over the trailing twelve months, indicating that it has a lot of room to grow over the long run. Moreover, Nebius already has lucrative deals in place with major hyperscalers that should allow it to sustain solid growth levels going forward. <\/p>\n Not surprisingly, analysts are anticipating a significant acceleration in Nebius’ top line due to its impressive backlog. <\/p>\n At 57 times sales, Nebius isn’t cheap compared with the tech-focused Nasdaq Composite index’s sales multiple of 5.1. However, the chart above indicates that its revenue could increase 7x in just two years, which should help justify its valuation. <\/p>\n However, even if Nebius were to trade in line with the Nasdaq Composite’s sales multiple at the end of 2028, its market cap could increase to $110 billion (based on the 2028 revenue estimate of $21.6 billion). That’s more than double its current market cap of $48 billion. <\/p>\n So, investors looking to buy a fast-growing infrastructure stock that could double their money in the next three years can consider buying Nebius before it surges higher. <\/p>\n Should you buy stock in Nebius Group right now? <\/p>\n Before you buy stock in\u00a0Nebius Group, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Nebius Group\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $377,990!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,269,518!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 27, 2026. <\/p>\n Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. Nebius is a critical player in the AI infrastructure ecosystem <\/p>\n
<\/a> Data by <\/a>YCharts<\/a> The stock is expensive, but it can still double <\/p>\n