On August 14, NEBIUS rose 3.72% in regular trading, trading at approximately $265.28/share, with turnover of $391 million. The stock continues to benefit from strong sector tailwinds and the recently announced partnership with Vantage Data Centers.

On the news front, the cloud computing services sector extended its rally, with peers IREN and CoreWeave also posting significant gains in recent sessions. NEBIUS announced an agreement with Vantage Data Centers to deploy Nvidia-powered high-density AI infrastructure at Vantage's CWL1 campus in Newport, Wales, covering AI training, inference, and enterprise AI workloads. Management disclosed that AI capacity demand remains extremely robust, with the company able to sell out 2027 capacity today, and new contracts being negotiated at $40-50 million per megawatt.

The move also reflects continued positive sentiment following the company's Q2 earnings release on August 12, which showed revenue of $582.3 million, up 454% year-over-year and beating analyst estimates. Adjusted EBITDA swung to a positive $236.2 million from a loss of $21 million a year earlier. Institutional interest was further validated by Carlyle Group's new position in the stock during Q2.

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