NEBIUS (NBIS) stock soared 5.43% in after-hours trading on Wednesday, marking a significant reversal from its intraday performance.
The surge is attributed to multiple positive catalysts. The company officially launched AI Cloud version 3.6, introducing "Nebius Echo," a natural language AI agent for controlling cloud infrastructure, alongside comprehensive upgrades in developer experience, security, and storage capabilities. This major product release was coupled with the announcement of a $2 billion direct strategic investment from NVIDIA to support global AI data center expansion, signaling strong confidence in Nebius's platform.
Additional supportive factors include the company's recent inclusion in the Nasdaq 100 index, which took effect recently, and the completion of a $643 million acquisition of Eigen AI to bolster its inference platform. Furthermore, Nebius selected Komodor to accelerate Kubernetes troubleshooting across its hyperscale AI cloud environment, enhancing its operational efficiency.