New York, Jan 12, 2026, 15:05 ET — Regular session
- Nebius Group N.V. shares climbed roughly 10% on Monday, pushing further on a tech-driven rally.
- Traders zeroed in on Nebius’ plan to roll out NVIDIA’s next-gen Rubin platform in 2026.
- Investors await new capacity and product updates, with a technical webinar scheduled for Jan. 29.
Nebius Group N.V. shares surged close to 10% Monday afternoon, riding the tailwind from a tech sector rally as investors shifted focus back to AI infrastructure names.
This shift is significant since Nebius remains a modest public player in the market for premium graphics chips and data centers—the backbone supporting chatbots and various AI applications. When tech risk appetite rises, stocks like Nebius can experience sharp swings.
It comes as investors scramble to figure out who will snag early access to NVIDIA’s upcoming AI hardware—and who can actually convert that edge into paying clients. That uncertainty has loomed over the “AI cloud” trade since late 2025.
Nebius shares climbed 9.8% to $107.55 in afternoon trading. The stock hit a high of $107.98 and dipped to $96.32 earlier, after closing at $97.93 on Friday, according to market data.
On Jan. 5, the company announced plans to roll out NVIDIA’s Rubin accelerated computing platform via its Nebius AI Cloud and Token Factory product starting in the second half of 2026. Token Factory focuses on “inference,” meaning it runs trained AI models to generate outputs, according to the company. https://nebius.com/newsroom/nebius-to-offer-nvidia-vera-rubin-nvl-72-in-us-and-europe-from-h2-2026
Arkady Volozh, founder and CEO, said Nebius plans to be “one of the first on the market” to offer NVIDIA’s Vera Rubin GPUs. The company is targeting customers looking to build “agentic” AI — systems that can plan and act with minimal human input. https://www.businesswire.com/news/home/20260106124850/en/Nebius-to-Offer-NVIDIA-Vera-Rubin-NVL72-in-US-and-Europe-From-H2-2026
Tech stocks edged slightly higher. Nvidia rose roughly 1.0%, the Invesco QQQ Trust, tracking the Nasdaq-100, added about 0.3%, and the SPDR S&P 500 ETF climbed close to 0.2%.
NVIDIA confirmed that Rubin is now in full production, with Rubin-based products set to hit partner platforms in the second half of 2026. The company named Nebius as one of the early cloud partners planning to roll out Rubin-based instances next year, alongside bigger players and AI-focused competitors like CoreWeave.
Investors are zeroing in on near-term capacity signals—the less flashy side that often drives results. Nebius plans a technical webinar on its Nebius AI Cloud 3.1 update, with a live Q&A, set for Jan. 29.
The road ahead isn’t smooth. Rubin won’t be available for months, and even before new hardware hits the market, the stock’s been swinging wildly day to day. High short interest could push it either way. MarketBeat data shows 33.1 million Nebius shares were sold short as of Dec. 15, roughly 13% of the public float.
Traders are zeroing in on the Jan. 29 webinar, expecting concrete updates on capacity, customer uptake, and timelines — details that could either cement the recent rally or trigger a pullback.
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