NEBIUS's stock surged 5.86% during intraday trading on Thursday, continuing its positive momentum from earlier sessions.
The rally was driven by multiple significant catalysts, including the company's official launch of AI Cloud 3.6 which introduces Nebius Echo—a natural language AI agent for controlling cloud infrastructure. This major product enhancement strengthens NEBIUS's full-stack AI cloud platform for production-grade AI workloads.
Additionally, NVIDIA announced a direct $2 billion strategic investment in NEBIUS to support the company's global AI data center expansion, signaling strong confidence from the chipmaking giant. Other supportive factors include NEBIUS's recent inclusion in the Nasdaq 100 index, which is driving passive fund allocation, and the company's $643 million acquisition of Eigen AI to bolster its inference platform's global capabilities.