11月18日，Nebius集团（股票代码：NBIS）股价在盘中大涨7.32%，引起市场广泛关注。这一显著涨幅与该公司最新宣布的重大业务合作密切相关。
据报道，Nebius集团与科技巨头微软达成了一项重要协议。根据这份为期五年的合同，Nebius将向微软提供GPU基础设施容量，交易总额高达174亿美元。这一大规模合作不仅彰显了Nebius在GPU基础设施领域的实力，也为公司未来五年的稳定收入提供了保障。
这项协议的达成反映了当前人工智能领域对高性能计算基础设施的巨大需求。随着各大科技公司纷纷加大在AI领域的投入，类似的大额交易正变得越来越普遍。例如，微软近期还与Anthropic达成了300亿美元的云服务协议，而英伟达也宣布向OpenAI投资高达1000亿美元。Nebius与微软的这笔交易，进一步凸显了其在快速增长的AI基础设施市场中的重要地位。
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