Nebius stock jumped 13% after Nvidia revealed a 9.3% stake in the Amsterdam-based AI neocloud. This follows Nvidia's $2 billion investment and a collaboration deal, alongside Meta's $27 billion infrastructure agreement, highlighting Nebius's role in the AI boom.
Das niederländische Unternehmen Nebius investiert 8 Milliarden Euro in KI-Rechenzentren in Frankreich. Ein Standort in Saint-Denis ist bereits aktiv, ein weiteres großes Rechenzentrum ist in Béthune geplant. Auch Softbank plant massive Investitionen in der Region.
市場傳聞Meta將出租多餘算力，引發AI算力過剩及資本支出下修擔憂，導致AI硬體類股如美光、SanDisk、AMD等重挫。華爾街投行認為此舉難以改變產業趨勢，但關注後續資本支出計畫。
Meta has agreed to use Amazon's Graviton chips in a deal lasting at least three years, becoming one of the top five Graviton customers with hundreds of thousands of chips. This announcement follows Meta's recent $48 billion combined deals with CoreWeave and Nebius for Nvidia GPU rentals. The company is simultaneously reducing headcount by 8,000 employees (10% of workforce), demonstrating a strategy of infrastructure expansion paired with workforce optimization.
