El Grupo Nebius ha visto cómo sus acciones subían bruscamente desde los mínimos de principios de 2025.
La empresa, centrada en los centros de datos de IA, tiene como objetivo contratar más de 4 GW de potencia para finales de 2026. Esta expansión podría respaldar unos ingresos recurrentes anuales de alrededor de 36.000 millones de dólares. Los directivos han elevado los objetivos de inversión de capital a un rango de entre 20.000 y 25.000 millones de dólares.
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Hut 8 announced a 15-year lease valued at $9.8 billion for a large-scale AI data center in Texas, sending its shares up nearly 30 percent on Wednesday. The deal covers 352 megawatts of capacity at the company's Beacon Point campus and includes options that could raise the total value to $25.1 billion.
Nebius Group continues to see strong interest in its AI computing services.
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An investment analysis highlights Constellation Energy as a strong buy due to growing power needs for artificial intelligence.
Global tech giants are ramping up AI investments to record levels relative to operating cash flow, straining their finances. Jefferies analyst Chris Wood cautions that monetisation remains uncertain despite the spending boom. He warns the sector may mirror capital-intensive industries amid intensifying competition.
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Japanese conglomerate Softbank announced an investment of up to 75 billion euros in artificial intelligence-related data centers in France. The announcement came on the eve of the Choose France summit held in Versailles.