Elastic vs Nebius Group

Elastic — Infrastructure · Public · $10.2B mkt cap · 4 of 4 figures sourced  |  Nebius Group — Infrastructure · Public · $61.6B mkt cap · 4 of 4 figures sourced

Relationship

Elastic Inference Service and Nebius Token Factory do comparable work on model hosting; both also serve buyers who need to build on a hosted model API and serve a model in production; same layer and the same scale band (mid-cap).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 9 capabilitiesShared product typeSame scale band

3 of 9 capabilities — Shares evaluation and observability, model hosting and model inference.

Ludbee capability tags · from the product records

Shared product type — Both ship model API.

Ludbee product records

Same scale band — Both mid-cap.

Ludbee scale bands · from valuation and funding figures

Aligned comparison

FieldElasticNebius Group
Market cap$10.2B$61.6B Nebius Group has 6.0× more
Employees4,0191,543 Nebius Group has 2.6× fewer
Founded20122024 12 yrs later
StatusPublicPublic match
CategoryInfrastructureInfrastructure match
Stack layerAgent platform, Application, Model API, PlatformDeveloper tool, Infrastructure service, Model API
HeadquartersAmsterdam, NetherlandsAmsterdam, Netherlands match

Capability overlap

Shared · 3

Evaluation and observabilityModel hostingModel inference

Not verified for Nebius Group · 6

Agent orchestrationData analysisKnowledge retrievalThreat detection and responseVector searchWorkflow automation

Recorded for Elastic. Nebius Group’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Elastic · 2

GPU cloudModel training

Recorded for Nebius Group. Elastic’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Elastic

Model API

Elastic Inference ServiceModel API

Hosted inference endpoint that runs Elastic-managed LLMs, the ELSER sparse-embedding model and third-party embedding models for ingest, search and chat without provisioning ML nodes in a customer's own Elasticsearch deployment.

Nebius Group

Model API

Nebius Token FactoryModel API

Managed inference endpoint serving open-weight models on Nebius hardware, billed per token.

No counterpart

Elastic sells these in a stack layer with no product recorded for Nebius Group yet — nothing on the other side to compare them against.

Application

Elastic AI SOC EngineApplication

An AI security-operations layer that correlates alerts from a customer's existing security tools, prioritizes threats and guides response workflows without replacing their SIEM.

Elastic AIOpsApplication

GenAI- and ML-driven capability inside Elastic Observability that automatically detects, diagnoses and helps resolve operational issues, providing recommended actions for SREs.

Elastic LLM ObservabilityApplication

Monitoring capability inside Elastic Observability for generative-AI and agentic applications: performance, cost control, guardrail tracking and reliability for GenAI workloads.

Elastic SecurityApplication

Agentic security-operations platform unifying SIEM, XDR and native automation, with autonomous agents handling detection-to-response workflows and purpose-built AI skills for threat hunting, alert analysis and detection engineering; supports multiple LLMs including on-premises models.

Agent platform

Elastic Agent BuilderAgent platform

A builder for custom AI agents that answer questions and take actions over data indexed in Elasticsearch, using configurable tools, skills and prompts.

Elastic WorkflowsAgent platform

An automation engine that runs both scripted steps and AI agents which reason through investigations and execute response actions against data in Elasticsearch.

Platform

Elastic AI AssistantPlatform

A conversational assistant embedded in Kibana that answers natural-language questions against a customer's own indexed data across Elastic's Observability, Security and Search solutions.

Nebius Group sells these in a stack layer with no product recorded for Elastic yet — nothing on the other side to compare them against.

Developer tool

Managed Service for MLflowDeveloper tool

Fully managed MLflow deployment on Nebius AI Cloud for tracking experiments, metrics and artifacts across the machine-learning lifecycle without maintaining tracking-server infrastructure.

Infrastructure service

Managed SoperatorInfrastructure service

Nebius-managed Kubernetes operator that runs Slurm clusters on GPU infrastructure for fault-tolerant large-scale AI training, with topology-aware scheduling and automatic node health checks and recovery.

Nebius AI CloudInfrastructure service

Rented GPU clusters with storage and networking for training and serving models, billed by the GPU-hour.

Serverless AIInfrastructure service

Nebius AI Cloud's on-demand GPU runtime that runs containerised AI workloads as Jobs and hosts custom models behind HTTP Endpoints without provisioning or managing clusters.