New York, Jan 14, 2026, 20:04 EST — Market closed
- Shares of Nebius Group N.V. dropped Wednesday, reversing some of the gains seen earlier in the week among AI infrastructure stocks.
- The stock surged this week, driven by chip-platform news and changing expectations around data center expansions.
- Coming soon: a Jan. 29 webinar from the company covering its Aether 3.1 release, offering an early look at its product rhythm.
Nebius Group N.V. shares ended Wednesday down 3.3%, closing at $101.98. During the session, the stock fluctuated between $99.39 and $106.37.
The decline came after two volatile sessions this week, with the stock jumping almost 10% on Monday before slipping back on Tuesday. (StockAnalysis)
The swings matter because Nebius finds itself caught in a tight spot: investors want a stake in AI computing growth, but the real question is who profits when power, hardware, and capital are all bottlenecks. A Reuters report this week pointed out that some asset managers are now eyeing energy suppliers as a more direct way to tap into AI demand. (Reuters)
On Wednesday, the Nasdaq-tracking Invesco QQQ Trust dipped roughly 1%, with Nvidia shares dropping about 1.5%. That weighed on AI-related stocks right up to the closing bell.
Nebius is betting big on the Nvidia wave. On Jan. 5, it announced plans to roll out Nvidia’s Rubin platform via its Nebius AI Cloud and Token Factory services. The company aims to start offering Nvidia’s Vera Rubin NVL72 rack-scale systems in the U.S. and Europe by the second half of 2026. CEO Arkady Volozh called Nebius “proud to be one of the first” to bring Vera Rubin GPUs to market. Nvidia’s Dave Salvator added that Nebius’s infrastructure would enable customers to launch Rubin-powered applications “with confidence.” (Nebius)
Nvidia, which unveiled Rubin at CES earlier this month, highlighted CoreWeave as one of the first to offer Rubin systems — a sign the “neocloud” space is heating up quickly. These smaller cloud players rent out top-tier chips for AI tasks. Shares of CoreWeave jumped 2.6% Wednesday, while IREN edged down slightly. (NVIDIA Investor Relations)
The setup comes with clear risks. These firms require significant upfront investment in data centers, networking, and power, relying heavily on keeping costly hardware running at full tilt. A drop in utilization, delays in ramping up capacity, or price cuts from bigger competitors could derail the story fast.
Traders are focused less on slogans and more on timing: can Nebius continue rolling out product updates and readying deployable capacity fast enough to meet customer demand — and will the market keep valuing that investment?
Nebius has its next key event lined up for Jan. 29—a “Builder Hour” webinar focused on new features in the Aether 3.1 release. It promises a deeper dive into the platform’s latest updates for investors and developers. (Nebius)
