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Prediction: Massive AI Data Center Demand Will Make This Infrastructure Stock a Multibagger in Just 3 Years

Nebius' phenomenal revenue growth potential suggests it can continue to skyrocket.

Prediction: Massive AI Data Center Demand Will Make This Infrastructure Stock a Multibagger in Just 3 Years

Published August 18, 2026 · Category: Finance

Overview

The demand for artificial intelligence (AI) data centers is exceeding supply, which isn't surprising, as major hyperscalers and AI companies are sitting on massive backlogs that they need to fulfill.

The top four cloud computing companies in the U.S. alone are sitting on a combined backlog worth a whopping $2.3 trillion, according to Bank of America. As a result, these companies are looking to aggressively add more data center capacity to satisfy their enormous backlogs. This is great news for neocloud infrastructure provider Nebius Group (NASDAQ:NBIS), which builds dedicated AI data centers and rents out capacity to customers.

Details

This AI infrastructure stock popped 34% on Aug. 12, driven by solid Q2 results it released the same day. The company's numbers crushed expectations, and management's comments about AI data center demand made it clear that its red-hot growth is sustainable. Let's take a closer look at Nebius' numbers and check why this AI stock can soar higher following phenomenal gains of 199% in 2026.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.