Nebius Group N.V. (NBIS) is having a solid Monday, with shares climbing more than 9% as both the broader market and tech stocks push higher. The S&P 500 is up 0.14%, while the Technology sector is gaining 0.64%, creating a favorable backdrop for the company's rally.
The gains appear to stem from a combination of general market enthusiasm for tech and some company-specific news that has investors feeling optimistic about Nebius's positioning in the AI infrastructure space.
The Nvidia Connection
Beyond the rising tide lifting tech boats, Nebius announced it will be among the first Nvidia Cloud Partners to roll out Nvidia's next-generation Rubin accelerated computing platform. This isn't just a minor partnership announcement—it's about getting early access to cutting-edge AI hardware.
Nebius plans to integrate the Rubin platform into its Nebius AI Cloud and Nebius Token Factory, which means customers will gain access to advanced reasoning and agentic AI capabilities starting in the second half of 2026. The company will also be one of the first AI cloud providers to offer Nvidia's Vera Rubin NVL72 system, deploying it across its full-stack infrastructure in data centers throughout the U.S. and Europe. That gives customers the ability to build next-generation AI applications with regional control and availability—something that matters when you're dealing with data sovereignty and latency concerns.