Microsoft vs Nebius Group

Microsoft — Application · Public · $3.7T mkt cap · 4 of 4 figures sourced  |  Nebius Group — Infrastructure · Public · $61.6B mkt cap · 4 of 4 figures sourced

Relationship

Nebius Token Factory and Foundry Models do comparable work on model hosting; both also serve buyers who need to build on a hosted model API; larger scale (public).

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

4 of 5 capabilitiesShared product typeLarger scale

4 of 5 capabilities — Shares evaluation and observability, model hosting, model inference and 1 more.

Ludbee capability tags · from the product records

Shared product type — Both ship developer tool.

Ludbee product records

Larger scale — Microsoft: $3.7T market cap, against Nebius Group's $61.6B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldMicrosoftNebius Group
Market cap$3.7T$61.6B Nebius Group has 60× smaller
Employees223,0001,543 Nebius Group has 145× fewer
Founded19752024 49 yrs later
StatusPublicPublic match
CategoryApplicationInfrastructure
Stack layerAI agent, API service, Agent platform, Application, Data service, Developer tool, PlatformDeveloper tool, Infrastructure service, Model API
HeadquartersRedmond, USAAmsterdam, Netherlands

Capability overlap

Shared · 4

Evaluation and observabilityModel hostingModel inferenceModel training

Not verified for Nebius Group · 24

Agent orchestrationAgentic codingClinical documentationCode generationCode reviewCustomer supportData analysisData securityDocument extractionEmail assistanceGuardrails and safetyMeeting notesPresentation generationKnowledge retrievalSpeech to textSummarizationText generationText to speechThreat detection and responseTranslationVector searchVideo analyticsSearch answersWorkflow automation

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

Not verified for Microsoft · 1

GPU cloud

Recorded for Nebius Group. Microsoft’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

Microsoft

Developer tool

GitHub CopilotDeveloper tool

Coding assistant and agent inside the editor, the CLI and GitHub itself.

Nebius Group

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.

No counterpart

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

Application

Azure AI Bot ServiceApplication

Integrated development environment for building conversational bots, integrating with Microsoft Copilot Studio for low-code bot building.

Microsoft 365 CopilotApplication

AI assistant embedded in Word, Excel, PowerPoint, Outlook and Teams that grounds its answers in a customer's own business data and ships with pre-built agents.

Microsoft CopilotApplication

Microsoft's assistant for chat, search and work inside Windows and the Microsoft 365 apps.

Microsoft Security CopilotApplication

Security-operations assistant that summarises threat signals and helps analysts detect, investigate and respond to incidents in natural language.

API service

Azure AI Custom VisionAPI service

Image-recognition service for building custom image classification and object-detection models; distinct from the general-purpose Azure AI Vision service.

Azure AI Immersive ReaderAPI service

Embeddable reading-comprehension tool that improves text readability for users of all ages and abilities.

Azure AI Video IndexerAPI service

Extracts insights from video and audio — transcription, face/object detection, sentiment, topics — via API.

Azure Content UnderstandingAPI service

Multimodal Azure AI service that extracts structured insights from unstructured content (documents, images, audio, video) into custom-defined schemas.

Azure Document IntelligenceAPI service

Extracts text, structure and key-value pairs from documents (invoices, receipts, forms, ID cards) via prebuilt and custom models.

Azure Language in Foundry ToolsAPI service

NLP service for sentiment analysis, key phrase extraction, entity recognition, summarization, question answering and conversational language understanding.

Azure Machine LearningAPI service

End-to-end platform for building, training, deploying and managing machine-learning models at enterprise scale.

Azure OpenAI in Foundry ModelsAPI service

Hosted access to OpenAI's GPT, embedding and image models with Azure enterprise security, networking and compliance, under Microsoft Foundry's current branding.

Azure Speech in Foundry ToolsAPI service

Speech-to-text, text-to-speech, speech translation and speaker recognition as an Azure API service.

Azure Translator in Foundry ToolsAPI service

Real-time and batch text translation API supporting 100+ languages.

Azure Vision in Foundry ToolsAPI service

Image analysis, OCR, spatial analysis and face detection as an Azure API service.

Content Safety in Foundry Control PlaneAPI service

Detects harmful text/image content (hate, violence, sexual, self-harm) for generative-AI applications, billed per text/image record analyzed.

Foundry Agent ServiceAPI service

Managed service for building, deploying and orchestrating enterprise AI agents with tool calling, state management and multi-turn conversations.

Foundry IQAPI service

Context-engineering platform giving AI agents agentic retrieval across enterprise data sources (SharePoint, Blob Storage, the web) with permission-aware security.

Foundry ModelsAPI service

Model catalog (11,000+ models from Azure, Anthropic, Meta, Mistral, Hugging Face and others) with managed-compute and serverless per-token deployment.

Microsoft Dragon CopilotAPI service

AI assistant for clinicians that combines ambient conversation capture, clinical documentation and voice-driven EHR/order workflows into one product.

Observability in Foundry Control PlaneAPI service

Evaluation, production monitoring and distributed tracing for generative-AI applications, billed by consumption per the Foundry observability pricing page.

AI agent

Copilot CoworkAI agent

Agentic feature of Microsoft 365 Copilot that plans and executes multi-step, multi-app tasks end-to-end and returns a finished deliverable rather than a draft.

Agent platform

Microsoft Copilot StudioAgent platform

Low-code platform for building, connecting and publishing custom conversational and autonomous AI agents across Microsoft 365, the web and business channels.

Platform

Microsoft FoundryPlatform

Azure's platform for building, evaluating and deploying model-based applications and agents.

Data service

Azure AI SearchData service

Enterprise retrieval service providing hybrid keyword and vector search plus RAG grounding over an organisation's own data, also surfaced inside Microsoft Foundry as Foundry IQ.

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

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.

Model API

Nebius Token FactoryModel API

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