Saham Nebius melonjak berkat rencana ekspansi AI

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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Photorealistic image of Hut 8's Texas AI data center with a stock surge chart overlay, illustrating the $9.8 billion lease announcement.
Gambar dihasilkan oleh AI

Hut 8 shares surge nearly 30 percent after signing $9.8 billion ai data center lease

Dilaporkan oleh AI Gambar dihasilkan oleh AI

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.

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