Stratrix
On the Record · Nebius Group

Nebius Group competitors, on the record

The companies Nebius Group itself names as competitors in its annual reports, 2023 to 2025, each with the sentence it appears in and the filing it came from.

Who Nebius Group names

CompanyNamed in
Amazon (AWS)2025
CoreWeave2025
Crusoe2025
Fireworks AI2025
Google (Google Cloud Platform)2025
Lambda2025
Lambda Labs2025
Microsoft (Azure)2025
Oracle2025
Together AI2025
Waymo2025
Zoox2025

In its own words

  1. Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), Oracle

    Word for word“We also compete with general purpose cloud computing providers including Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle.” 20-F for 2025
  2. CoreWeave, Crusoe, Lambda

    Word for word“For our core AI infrastructure business, our key competitors are specialized cloud service providers focused on AI, including CoreWeave, Crusoe and Lambda.” 20-F for 2025
  3. Fireworks AI, Together AI

    Word for word“Solutions such as Token Factory may face competition from AI-native inference-as-a-service solutions such as Fireworks AI and Together AI.” 20-F for 2025
  4. Lambda Labs

    Word for word“This group of competitors includes CoreWeave, Crusoe, and Lambda Labs, among others.” 20-F for 2025
  5. Waymo, Zoox

    Word for word“For example, Avride competes with other major developers of self-driving technologies, including Waymo, Zoox, and others.” 20-F for 2025

Read from Nebius Group’s annual reports (20-F for 2025, 20-F for 2024, 20-F for 2023) and the financial data it files with the SEC, as of 2026-04-30. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.