周一盘中，NEBIUS集团（股票代码：NBIS）股价大幅上涨5.05%，引起市场广泛关注。这一显著涨幅背后有着重要的利好消息支撑。
据最新消息，NEBIUS集团与科技巨头微软（MSFT）签署了一项重大合作协议。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，总价值高达174亿美元。这笔交易不仅体现了NEBIUS在GPU和人工智能基础设施领域的技术实力，也为公司未来几年的稳定收入提供了保障。
这项合作是近期科技巨头大规模投资人工智能基础设施的又一个例证。随着AI技术的快速发展和应用需求的激增，包括OpenAI、Meta、英伟达等在内的多家科技公司都在积极布局，投入数十亿美元用于AI芯片、云计算和数据中心等基础设施建设。NEBIUS与微软的这笔交易，不仅强化了公司在AI基础设施市场的地位，也有望推动其在未来AI竞争中占据有利位置。
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