Nebius Soars 60% Following $19.4 Billion AI Chip Partnership with Microsoft
In one trading day, investors reevaluated the AI infrastructure landscape. The Nebius Partnership with Microsoft sent Nebius shares up about 60 percent, after the cloud giant agreed to a multiyear contract valued between $17.4 billion and $19.4 billion for GPU capacity. This agreement ties cloud scale to AI chip demand and reframes how markets value…