Nebius GroupのAIコンピューティングサービスに対する強い関心が続いている。
同社は、GPUのレンタル価格が上昇する中、AI計算能力が完売していると報告した。経営陣は、データセンターとGPUを増設するため、2026年の設備投資計画を引き上げた。ハイパースケーラーとの契約締結により、短期的な収益の透明性が確保され、リスクが低減されている。
AI需要の強さを受けNebiusの株価が上昇
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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.
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Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.
Adobe Inc. reported stronger-than-expected earnings, with double-digit revenue growth and expanding subscriptions. Despite the positive results, its stock declined sharply due to ongoing concerns over AI disruption. The company highlighted its shift to generative AI tools amid declining traditional revenue streams.
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Billionaire investor Paul Tudor Jones says the current AI-driven rally in global markets could last another year or two. He drew parallels to the early dominance of Microsoft and the commercialization of the internet. At the same time, he warned of a possible sharp downturn resembling the aftermath of the dot-com bubble.
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