Companies that lead in new technologies and execute well can prove impressive picks in the long run.

Nvidia ( NVDA -2.62% ) decoded the secret of thriving in the artificial intelligence (AI) era: build a full-stack platform comprising AI-optimized hardware, software, networking, and other components; release new and improved GPU architectures every year; and focus on capturing share in the multitrillion-dollar AI factory build-out now underway.

While not yet widely known, a smaller AI player is showing strong momentum and is rapidly scaling its AI cloud infrastructure. That company is Nebius Group ( NBIS 5.20% ) .

Cloud provider to an AI infrastructure platform

Nebius' performance in the second quarter of fiscal 2025 (ending June 30) highlights its growing strength.

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