Nebius

Nebius stock surges 15% on Bloom Energy fuel cell partnership announcement

Nebius Group shares rose 15% on May 21, 2026, following the Bloom Energy partnership disclosure, with the stock up over 407% in the prior 12 months. The $2.6 billion potential service fees agreement provides behind-the-meter clean power for 328 MW installed capacity expected online this year in three phases of 10-year terms each. Bloom Energy shares also gained, reaching a 52-week high on the news of the deal with the European AI cloud provider.

Nebius licenses Clarifai inference IP and core team to strengthen Token Factory

Clarifai announced on May 19, 2026, that Nebius licensed its core engineering and research talent plus AI inference and compute orchestration intellectual property. The deal bolsters Nebius Token Factory as a full-stack inference platform following the recent Eigen AI acquisition, with Clarifai founder Matthew Zeiler joining as SVP Research to lead work on agentic reasoning, multimodal models, and token efficiency. Nebius acquires Clarifai’s patent portfolio covering inference and orchestration while obtaining a non-exclusive perpetual license to the modern stack.

Nebius and Bloom Energy partner for up to $2.6B fuel cell power deal

Nebius Raises 2026 Capex Guidance to $20-25 Billion After Q1 Results

Nebius raised its 2026 capex guidance to between $20 billion and $25 billion following Q1 2026 results released in mid-May. The increase supports funding contracted power exceeding 4 GW by year-end plus 1.2 GW AI factories in Pennsylvania and Missouri and 310 MW Finland site. CEO Arkady Volozh noted the company is well-funded after closing $4.3 billion convertible notes and securing $6.3 billion in Q1 capital including customer prepayments. Nebius reported 684 percent revenue growth with $46 billion in committed contracts.

Nvidia CEO Jensen Huang Highlights AI Native Clouds Including Nebius During Earnings Call

Nebius Secures Up to $2.6 Billion Power Agreement with Bloom Energy

Nebius Breaks Ground on 1.2 GW AI Factory Campus in Independence Missouri

Nebius Raises GPU Rental Prices Up to 30 Percent Effective June 1

Nebius Raises 2026 Capex Guidance to $20-25 Billion After Meta Contract and Nvidia Investment

Nebius CEO doubled down on capex spending and raised 2026 guidance from $16-20 billion to $20-25 billion. The company secured a $27 billion five-year contract with Meta that includes $12 billion for dedicated computing capacity and a $15 billion option. Nvidia made a $2 billion equity investment in March to support long-term GPU supply. Nebius Q1 2026 group revenue reached $399 million up 684% year over year with core AI revenue of $390 million up 841% year over year. Contracted power capacity exceeds 3.5 GW, up from 2 GW three months earlier, with a new Pennsylvania site supporting 1.2 GW.

Nebius CEO Arkady Volozh Highlights Impact of Borrowing Costs on AI Infrastructure Margins

Nebius CEO Arkady Volozh stated in an Accel interview that a shift from 6% to 10% annual interest erases roughly 20% of margins over five-year contracts. Nebius reported Q1 2026 revenue of $399 million, up 280% year over year, with AI Cloud revenue of $390 million up 841% year over year. The company completed Q1 capex of $2.47 billion against $2.26 billion operating cash flow from $3.198 billion customer prepayments and raised $6.3 billion in financing including $4.3375 billion in convertible notes. Nebius plans over 4 GW contracted power by year-end 2026 plus 1.2 GW AI factories in Pennsylvania and Missouri.

Nebius Acquires Eigen AI for $643 Million to Optimize AI Inference

Nebius acquired Eigen AI, a leading inference and model optimization company, for around $643 million paid in cash and Nebius shares. The deal integrates Eigen AI technology into the Nebius Token Factory for production-efficient inference on open-source models. Roman Chernin, co-founder and Chief Business Officer of Nebius, stated the acquisition addresses capacity scarcity for AI builders needing optimized inference. Meta locked in an up to $27 billion AI capacity deal with Nebius.

Nebius reports Q1 2026 revenue of $399M and new Pennsylvania AI factory

Nebius signs $27B five-year AI infrastructure contract with Meta

Nebius benefits from full-stack AI cloud design in competition with CoreWeave

Nebius advances its position against CoreWeave with full-stack data center design on May 18 2026. Nebius benefits from designing data centers and the equipment inside from the ground up. NVIDIA made a $2 billion equity investment in Nebius in March. Nebius Group CEO Arkady Volozh has inked big-ticket partnerships.

Nebius adds Clarifai core team and licenses inference IP to strengthen Token Factory

Nebius welcomed the core engineering and research team from Clarifai on May 12 2026. Clarifai founder and CEO Matthew Zeiler joins Nebius as SVP Research. Nebius acquires Clarifai patent portfolio and receives non-exclusive perpetual license to Clarifai inference and compute orchestration technology. Nebius recently announced acquisition of Eigen AI.

Nebius Secures 1.2 GW Pennsylvania AI Factory Site and Raises Capex Guidance

Nebius CEO Roman Chernin Details Token Factory Strategy on Q1 2026 Earnings Call

Nebius Reports Q1 2026 Revenue of $399 Million Up 684 Percent Year Over Year

Nebius Group N.V. reported unaudited financial results for the first quarter ended March 31, 2026 on May 13, 2026. Revenue reached $399.0 million compared to $50.9 million in Q1 2025 while AI-specific revenue grew 841 percent to $390 million. The company posted net income of $621.2 million including a $780.6 million non-cash investment revaluation gain and adjusted EBITDA of $129.5 million. Nebius secured up to 1.2 GW of power and land for a new fully-owned AI facility in Pennsylvania and raised 2026 capex guidance to $20-25 billion. Nebius Group N.V. expanded contracted AI capacity above 3.5 GW with a target of over 4 GW by year-end.

Nebius Raises 2026 Capex Guidance to $20-25 Billion and Signs $27 Billion Meta Deal

Nebius Group raised its 2026 capital expenditure guidance from $16-20 billion to $20-25 billion on May 17, 2026. The company signed a $27 billion five-year contract with Meta Platforms that includes $12 billion for dedicated computing capacity and a $15 billion option for additional sales. Nebius reported Q1 2026 AI cloud revenue of $390 million representing 98 percent of total revenue and raised full-year revenue guidance to $3.0-3.4 billion. EBITDA margins in the AI segment expanded to 45 percent from 24 percent the previous quarter. Nebius Group N.V. secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania.

Citi Analyst Highlights Nebius GPU Pricing Increases and Demand Strengthening

Citi noted Nebius GPU pricing continues to increase with demand strengthening. Nebius H200 on-demand pricing stands at $3.50 per hour and committed at $2.30 per hour. The company reported 40% full-year adjusted EBITDA margin expectations. Nebius raised capex guidance to $20-25 billion for 2026. Customer prepayments reached record levels covering 60% of near-term needs. Nebius secured a $27 billion Meta contract and $2 billion Nvidia investment in the quarter.

Northland Raises Nebius Price Target to $248 from $215 After Q1 Results

Nebius Group Reports Q1 2026 Revenue of $399 Million, Up 684% YoY

Nebius Group reported Q1 2026 revenue of $399 million, up 684% year-over-year from $50.9 million. CEO Arkady Volozh stated demand exceeds capacity with multiple customers competing for every GPU. The company raised full-year capex guidance to $20-25 billion from $16-20 billion and secured a new 1.2 GW Pennsylvania AI factory site. Nebius signed a second Meta agreement for up to $27 billion in compute capacity over five years and received a $2 billion Nvidia equity investment. Nebius raised $6.3 billion in Q1 including $4.3 billion in convertible notes and $2 billion from Nvidia.

Nebius Acquires Eigen AI for $643 Million and Licenses Clarifai Inference IP

Nebius Group agreed to acquire Eigen AI for approximately $643 million in 2026. The company also licensed inference IP from Clarifai and welcomed its core team to strengthen its AI cloud platform. Nebius previously acquired Tavily for around $400 million earlier in the year. These moves support Nebius' full-stack AI infrastructure strategy including model-level optimization and compute orchestration.