Nebius Group (NBIS) stock jumps after Nvidia Rubin NVL72 plan — what investors watch next
NEW YORK, January 6, 2026, 18:54 EST — After-hours Nebius Group N.V. shares climbed about 8% in after-hours trading on Tuesday, extending a strong day for the AI infrastructure provider after it said it would offer NVIDIA’s next-generation Vera Rubin NVL72 platform in the United States and Europe from the second half of 2026. The move matters for investors because access to top-end chips is one of the main bottlenecks for AI cloud providers. Securing early supply can help firms win multi-year deals, while late deliveries can leave them priced out as customers lock up capacity elsewhere. Nebius sells computing