Nebius · competitors named by the company
Who are Nebius’ competitors?
Nebius names 5 companies we cover as competitors calc.
Named by Nebius in its 20-F filed Apr 30, 2026. This is Nebius’s own statement, not a ranking and not a dependency.
The filing’s own words (4 sentences) ›
“We also compete with general purpose cloud computing providers including Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle.”
Names Alphabet, Amazon, Microsoft, Oracle · 20-F · filed Apr 30, 2026
“As a full-stack AI cloud provider, we face competition from cloud computing providers that are scaling AI-specific offerings, such as Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure) and Oracle.”
Names Alphabet, Amazon, Microsoft, Oracle · 20-F · filed Apr 30, 2026
“For our core AI infrastructure business, our key competitors are specialized cloud service providers focused on AI, including CoreWeave, Crusoe and Lambda.”
Names CoreWeave · 20-F · filed Apr 30, 2026
“This group of competitors includes CoreWeave, Crusoe, and Lambda Labs, among others.”
Names CoreWeave · 20-F · filed Apr 30, 2026
Method and sources
Companies among the 100 we cover that Nebius names as competitors in its latest annual report (10-K or 20-F), counted by Hollsteen. A company counts only when the quoted sentence itself names it and speaks of competition; hedged sentences (“some of which are competitors”) and quarterly reports are left out.
Competitors outside our coverage are not listed, so the list is not complete. Sentences are quoted exactly as filed.
SEC filings only. No price or market data.