Nebius Group telah menyaksikan sahamnya naik tajam sejak titik terendah di awal tahun 2025.
Perusahaan yang berfokus pada pusat data AI ini menargetkan untuk mengontrak lebih dari 4 GW daya pada akhir tahun 2026. Ekspansi ini dapat mendukung pendapatan berulang tahunan sekitar $36 miliar. Para pejabat telah menaikkan target belanja modal menjadi antara $20 miliar hingga $25 miliar.
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Bitcoin mining companies Hut 8 and IREN announced large AI infrastructure deals, sending their shares and those of peers higher. The moves come as miners expand into data centers and cloud services for AI developers.
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.
TeraWulf has signed a 20-year lease to provide AI infrastructure to Anthropic. The agreement is expected to generate $19 billion in revenue. Bitcoin mining stocks rose after the announcement.
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The robotics start-up Neura Robotics from Metzingen has completed the largest funding round of any German company. The firm raised up to 1.4 billion dollars from international investors and now reaches a valuation of seven billion dollars.
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.