Nebius, a significant AI infrastructure company, is showing rapid revenue growth of over 355% year-over-year, driven by its expansion into AI and robotics. However, the company is experiencing substantial cash burn, with operating expenses and capital expenditures increasing significantly. Despite strong revenue growth, Nebius is not yet profitable, and its financial health relies on consistent funding. The company's stock is trading around $89.46, down 6% over the last month, but analyst ratings remain positive, with a consensus 'Moderate Buy' score of 4.38 out of 5, suggesting an average price target of $211.88, which implies a potential upside of over 135%. This growth, however, comes with risks related to its heavy reliance on Nvidia hardware and a potentially high cash burn rate, which could lead to dilution if market conditions tighten.