Nebius stock soars on AI infrastructure deal with Microsoft
Thomas Fuller | Stick images | LightoKet | Getty Images
Shares Nebius Group After the provider, it rose by more than 60% in the extended transaction on Monday. Nvidia The graphic chips to train artificial intelligence models, said it signed an agreement. Microsoft Up to 19.4 billion dollars for five years.
Nebius in Amsterdam will use a data center in New Jersey to Microsoft. expression. Nebius changed its name from Yandex NV last year after the purchase of Russian investors’ Russian language search engine and other assets.
Microsoft is looking for more and more third parties to address a demand shortage for cloud infrastructure that can perform AI workloads. Openai, one of Microsoft’s best Azure Cloud customers, is looking for additional capacity as users increase their Chatgpt. Openai’s latest information process supplier Google.
Microsoft Sunflower seed For additional AI information processing power and Openai signed a direct agreement with Coreweave, worth billions of dollars.
Coreweave shares increased by approximately 5% after hours, while Microsoft shares changed little.
According to the statement, Nebius said he was looking at financing options to grow faster than planned. One filing With the SEC, the company said that GPU services will be deployed in more than one tongue this year and the next date, and the total contract value is 17.4 billion dollars by 2031, and Microsoft allocated the option to purchase an additional $ 2 billion.
Founded in 1989 He said in November In the United States, “Enlarge our presence in the United States, it means that we can be closer to our customers and support innovative American AI businesses on their journey to the future,” San Francisco, Dallas and New York opened an office space. Blog post In that case.
Before the post -market POP, Nebius was closed more than twice this year with a market value of more than $ 15 billion on Monday.
– Ari Levy of CNBC contributed to this report.
WRISTWATCH: AI infrastructure accumulation is a long -term story, because adoption is only consumer -based
