Nebius (NBIS) stock is soaring 6.69% in pre-market trading on Monday, building on its recent momentum as the company announces its expansion into the United Kingdom. The surge reflects growing investor enthusiasm for Nebius's strategic moves in the rapidly evolving artificial intelligence (AI) infrastructure market.

The catalyst for today's rally is Nebius's launch in the UK, where the company plans to expand Britain's AI infrastructure using Nvidia's cutting-edge Blackwell Ultra technology. This move aligns with Nebius's aggressive growth strategy, which aims to increase its annual recurring revenue (ARR) run rate from the current $249 million to an ambitious target of between $750 million and $1 billion by year-end.

Investors are increasingly drawn to Nebius's unique offering of cloud-based infrastructure-as-a-service (IaaS) for AI developers. The company is well-positioned to capitalize on the projected $6.7 trillion investment in AI infrastructure over the next decade, as estimated by McKinsey & Company. With the demand for AI computing power continuing to surge, Nebius's expanding data center footprint and strategic partnerships with industry leaders like Nvidia make it an attractive option for investors looking to ride the AI boom. As Nebius continues to execute its growth plans and expand its presence in key markets, the stock's upward trajectory may persist, reflecting the market's optimism about the company's role in shaping the future of AI infrastructure.