Nebius Enters Nasdaq-100 With a Physical AI Lab and a $2.3 Billion Infrastructure Bet in the UK
22.06.2026 - 17:53:03 | boerse-global.de
Nebius has crossed more than just an index threshold. Its debut on the Nasdaq-100 today arrives alongside a fresh £2.3 billion commitment to Britain’s AI backbone, and investors are pricing in a future where the company owns the machinery that makes machine intelligence possible. The stock rose 2.75% on Monday to €251.95, leaving it within striking distance of its all-time high near €261.
The UK push is concrete. Three new data centers will come online, each equipped with the latest NVIDIA hardware, collectively adding 65 megawatts of capacity. On top of that, Nebius has locked in a ten-year lease with Kao Data for an additional 22 megawatts dedicated to research and enterprise workloads. These numbers slot into a broader global ambition: by the end of 2026, the company wants to operate between 800 megawatts and one full gigawatt of data center power — a nearly sixfold increase from the current 170 megawatts.
None of that expansion happens in a vacuum. Nebius has become Nvidia’s most important customer for cutting-edge chips, and the two are opening a joint physical AI laboratory in the UK. European robotics startups will get free access to high-performance cloud resources to train autonomous systems using a blend of large language models and real-world sensor data. The lab is a deliberate bet that the next bottleneck in AI isn’t computing power alone, but the ability to connect silicon to steel.
Should investors sell immediately? Or is it worth buying Nebius?
The financial engine is already roaring. First-quarter revenue hit $399 million, a 684% surge year over year. Half of that growth comes from a single $20 billion capacity deal with Microsoft, and Meta has also signed long-term contracts. The company’s transformation from a search-engine relic into a specialized “token factory” — environments fine-tuned for AI inference — has drawn a market capitalization of roughly €63 billion. The stock has climbed 229% since January and 503% over the past twelve months.
Yet the ascent is not without vertigo. Shares trade 125% above their 200-day moving average, and the relative strength index at 68 suggests the market has already priced in near-perfect execution. Nebius’s acquisition of Eigen AI has filled a software gap, while its subsidiary Avride recorded 174,000 autonomous robot deliveries in the first quarter, up 178% from a year earlier. These diversifications — robot logistics, inference hardware, physical AI labs — reduce the company’s dependence on any single revenue stream.
Cash is not a concern. The balance sheet holds $9.3 billion, enough to fund the UK expansion, a 310-megawatt site in Finland, and a gigawatt-scale campus in the United States. The real test is whether management can turn that capital into the kind of continuous revenue growth that justifies the multiple. The 2026 revenue targets are ambitious, and with the Nasdaq-100 spotlight now fixed on the stock, every quarter will be measured against them.
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