Le groupe Nebius a vu son action augmenter fortement depuis ses plus bas de début 2025.
L'entreprise, spécialisée dans les centres de données dédiés à l'IA, vise à contracter plus de 4 GW d'énergie d'ici la fin de 2026. Cette expansion pourrait soutenir un revenu récurrent annuel d'environ 36 milliards de dollars. Les responsables ont relevé leurs objectifs de dépenses en capital, les situant désormais entre 20 et 25 milliards de dollars.
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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.