NEBIUS（NBIS）今日盘中股价大幅上涨16.22%，引起了市场的广泛关注。
消息面上，NEBIUS与科技巨头Meta Platforms签署了一项为期五年的长期人工智能基础设施供应协议，总合同价值高达270亿美元。根据协议，NEBIUS将从2027年初开始向Meta提供价值120亿美元的专属算力容量，Meta同时承诺购买该公司为第三方客户建设的至多150亿美元额外容量。
这是继去年双方达成30亿美元合作后，Meta对NEBIUS的再次大规模押注，凸显了其在AI军备竞赛中扩张算力基础设施的决心。该协议是Meta迄今为止签署的最大单笔合同之一，显著增强了市场对NEBIUS未来增长潜力的信心。
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