NEW YORK, Jan 8, 2026, 21:04 EST — Market closed
- NBIS rose 1.1% to $97.30 on Thursday
- Nebius said it will offer Nvidia’s Vera Rubin NVL72 platform from H2 2026
- Next focus: timing of Rubin availability and Nebius’ next results window
Nebius Group N.V. shares climbed 1.1% on Thursday, closing at $97.30. The move extended a volatile week for the AI cloud company, which announced it will be one of the first Nvidia Cloud Partners to roll out Nvidia’s Vera Rubin NVL72 platform. The stock swung between $96.06 and $102.49, with roughly 13.0 million shares changing hands.
The announcement lands at a moment when investors are picking through the AI infrastructure trade again, trying to separate hardware hype from delivery schedules. For smaller “neocloud” providers like Nebius, access to next-generation GPUs — chips used to train and run AI models — can shape both customer wins and capital requirements.
Rubin matters because it brings the next spending cycle into focus. Nebius is telling customers to expect Rubin-based systems in the second half of 2026. It’s a long runway, where delays, supply constraints, or changes in demand could quickly upend those plans.
In its statement, CEO Arkady Volozh said Nebius was “proud to be one of the first” to offer Vera Rubin GPUs. Nvidia executive Dave Salvator added that “agentic AI” will demand infrastructure built for “scale” and “cost efficiency.” (Agentic AI is shorthand for systems that can plan and take actions across steps, not just answer prompts.) 1
Nvidia’s Rubin platform made its debut at CES this week, with CEO Jensen Huang confirming the Vera Rubin NVL72 has entered production, according to tech press reports. 2
Nebius isn’t the only one pushing Rubin-linked messaging. Other Nvidia-connected firms, like AI infrastructure specialist CoreWeave and server manufacturer Super Micro Computer, have sparked investor interest, touting Rubin availability and related expansions. 3
Nebius has positioned itself as a specialist in GPU-heavy computing, citing multi-billion dollar deals with Microsoft and Meta as key drivers for its growth, Reuters reported. Co-founder Roman Chernin told Reuters the firm aims to lock in 2.5 gigawatts of contracted power by the end of 2026 across the U.S. and Europe. 4
Still, the deal carries the usual risks: heavy upfront capital costs, dependence on Nvidia’s hardware plans, and fierce competition from hyperscalers like Amazon and Google, who can package AI computing with wider cloud services. Miss a delivery deadline or see AI interest wane, and you’re stuck with idle capacity and mounting financing bills.
Markets are turning their attention to new CES headlines through Jan. 9, then shifting focus to Nebius’ next earnings report, anticipated around Feb. 18 per Zacks’ calendar. Investors will look for clues on demand, capex, and how fast customers are locking in orders beyond the 2026 GPU cycle. 5
