Nebius (NASDAQ:NBIS) in focus after Vineland power test, CoreWeave (NASDAQ:CRWV) shows live AI capacity
Nebius Group rolled out Nebius AI Cloud 3.6 on Wednesday, adding an infrastructure-control agent, more security, and better storage for production AI workloads. The Amsterdam-based firm announced the new software release, but the main question for investors stays the same: how quickly it can turn its contracted power into running AI capacity. Nebius product news dropped this week as Vineland faced a new bear call. A June 23 Seeking Alpha piece said Nebius has shifted from a demand story to a delivery story at the New Jersey site linked to Microsoft, with the focus now on connected power instead of contracted power.