Nebius Stock Surges with New AI Platform Adoption

Nebius Group N.V. (NASDAQ: NBIS) is experiencing a rise in its stock price during the premarket trading session on Wednesday, following significant announcements made at the GTC 2025 event. The company is gaining attention for its early adoption of NVIDIA's Blackwell Ultra platform, which is set to enhance its cloud services.

Nebius revealed that it will be among the first cloud providers to offer access to NVIDIA's powerful GB300 NVL72-powered instances. By the end of 2025, the company aims to provide accelerated computing solutions powered by 72 NVIDIA Blackwell Ultra GPUs, intended for use by enterprises and artificial intelligence developers. This will enable them to unlock robust on-demand AI capabilities.

Furthermore, Nebius confirmed that its U.S. data centers will feature NVIDIA Blackwell GPU capacity, with general availability beginning in the second quarter of 2025. This move is expected to provide AI developers with state-of-the-art infrastructure, necessary for creating next-generation AI models.

As part of the same announcement, Nebius has become an ecosystem partner for NVIDIA's Dynamo Inference Engine, an open-source framework aimed at scaling generative AI deployments. A special facility in New Jersey will be dedicated to hosting NVIDIA Blackwell architecture GPUs, while another deployment of NVIDIA HGX B200 is planned for its data center in Kansas City by mid-2025.

Dave Salvator, NVIDIA's director of accelerated computing products, stated, "As one of the first GPU cloud providers to offer NVIDIA Blackwell and Blackwell Ultra-powered instances, Nebius will enable its customers to accelerate next-generation reasoning models, AI agents, and physical AI applications."

In earlier announcements, Nebius also shared plans for the construction of a new data center in New Jersey, which will feature a capacity of up to 300 MW. This facility will be tailored according to Nebius’s design specifications to maximize efficiency and performance.

The New Jersey data center will be developed in phases, with the initial capacity possibly becoming operational as soon as summer 2025. This expansion is expected to further strengthen Nebius's position in the AI infrastructure market.

According to recent reports, Nebius stock (NBIS) has gained over 28% over the past year, reflecting growing investor interest. For those looking to invest indirectly, exposure to Nebius can also be gained through the Alger 35 ETF (ARCA: ATFV).

Price Activity: At the most recent check on Wednesday morning, NBIS shares were up 2.65%, trading at $26.35 in premarket sessions.

Conclusion

This positive momentum for Nebius is largely driven by their strategic moves in adopting advanced technologies and expanding their capabilities in AI cloud services, positioning them favorably in a rapidly evolving market.

Nebius, NVIDIA, AI