O Nebius Group continua a observar um forte interesse em seus serviços de computação em IA.
A empresa relata que sua capacidade de computação em IA está esgotada em meio ao aumento dos preços de aluguel de GPUs. A administração aumentou os planos de despesas de capital para 2026 visando construir mais data centers e adquirir mais GPUs. Contratos assinados com hyperscalers proporcionam visibilidade de receita no curto prazo e reduzem os riscos.
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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.