Nebius Group rocketed 26.9% on Thursday as tech markets rebounded, fueled by strong earnings from Microsoft and Meta. Microsoft’s $130B data center lease surge and Azure’s 43% YoY growth signal massive cloud demand, while Meta’s premium compute rental offers confirm robust infrastructure appetite. Nebius, a key AI compute provider, stands to gain from this boom—especially after a $1B deal—though analysts caution over its valuation and debt-heavy growth model. The AI infrastructure rally continues, but long-term success hinges on balancing explosive demand with smart financial strategy.
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