Nebius Group har sett sin aktie stiga kraftigt sedan bottennoteringarna i början av 2025.
Företaget, som fokuserar på datacenter för AI, siktar på att teckna avtal om mer än 4 GW elkapacitet före utgången av 2026. Denna expansion skulle kunna stödja återkommande årliga intäkter på omkring 36 miljarder dollar. Företrädare har höjt målen för investeringsutgifter till mellan 20 och 25 miljarder dollar.
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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.
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.