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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Bitcoin mining stocks rise after major AI contracts
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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 has seen its stock rise sharply since early 2025 lows.
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Nvidia posted record first-quarter revenue of 81.62 billion dollars, beating Wall Street expectations as artificial intelligence infrastructure demand surged. The results lifted shares of some bitcoin miners with data center exposure.
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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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
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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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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