人工智能基础设施提供商NEBIUS（股票代码：NBIS）今日盘后股价大涨8.05%，投资者对公司最新公布的重大合作协议反应积极。
据悉，NEBIUS集团与社交媒体巨头Meta达成了一项新的合作协议。根据协议，NEBIUS将在未来5年内为Meta提供价值约30亿美元的人工智能基础设施。这一大规模合作不仅彰显了NEBIUS在AI基础设施领域的领先地位，也为公司未来几年的业务增长奠定了坚实基础。
除了与Meta的协议外，NEBIUS还公布了一系列积极的未来展望。公司预计到2026年底将拥有超过2.5GW的合同电力，其中800MW到1GW将为连接电力。NEBIUS更是自信地表示，到2026年底可以实现年化收入达到70亿至90亿美元。这些乐观的预期进一步提振了投资者信心。然而，值得注意的是，NEBIUS第三季度收入为1.461亿美元，略低于分析师预期的1.551亿美元。尽管如此，投资者似乎更关注公司的长期发展前景。
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