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Alex DeVall

Research Analyst at Goldman Sachs Group Inc.

Alex DeVall is an Equity Research Analyst at Goldman Sachs specializing in the technology sector, where he covers a broad range of companies including STMicroelectronics, Nokia, Ericsson, Logitech International, and Mobileye. He has established a solid performance record, with a success rate between 55% and 64% and an average return per rating ranging from 6% to over 17%, achieving a notable +164% return on a single Embraer trade. DeVall began his analyst career at Goldman Sachs around 2015 and continues to provide insight into technology, communication services, and consumer discretionary stocks. He holds relevant securities industry credentials and has received industry rankings, placing in the top third among thousands of Wall Street analysts.

Alex DeVall's questions to Nebius Group (NBIS) leadership

Question · Q2 2025

Alex DeVall of Goldman Sachs & Co. asked about the overall AI compute demand environment, the timeline for the infrastructure build-out to 220 megawatts this year and one gigawatt by 2026, and specific demand trends for the new Blackwell GPUs.

Answer

Chief Revenue Officer Marc Boroditsky described demand as 'very strong,' with the company selling through all available capacity. Co-Founder & Chief Product & Infrastructure Officer Andrey Korolenko detailed expansion plans, highlighting New Jersey and Finland as key drivers for 2025 and noting two new greenfield sites for 2026. Boroditsky added that while Hopper demand remains strong, Blackwell GPUs are selling at a healthy premium.

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Question · Q2 2025

Alex DeVall from Goldman Sachs inquired about the overall AI compute demand environment, the specific timeline for the infrastructure build-out to 220 megawatts and then one gigawatt, the company's rationale for a greenfield data center strategy, and the demand trends for new Blackwell GPUs.

Answer

Chief Revenue Officer Marc Boroditsky confirmed that demand was very strong, with capacity selling out upon availability, and noted that new Blackwell GPUs are commanding a premium price. Co-Founder and Chief Product & Infrastructure Officer Andrey Korolenko detailed the expansion timeline, with New Jersey and Finland driving 2025 growth, and explained that the greenfield strategy provides greater control and an estimated 20% lower total cost of ownership compared to market averages.

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