AI基础设施提供商NEBIUS（NBIS）今日盘中股价大幅上涨7.23%，成为市场关注的焦点。
消息面上，NEBIUS集团近日与英伟达正式签署深度战略合作协议，双方将共同开发面向人工智能市场的超大规模云计算服务。根据协议，英伟达将向NEBIUS注入20亿美元战略投资，助力其构建覆盖全产业链的AI云平台。这一重大合作显著增强了市场对NEBIUS在快速增长的人工智能基础设施领域竞争力和未来增长潜力的信心。
合作聚焦于全栈AI技术生态的完善，涵盖从底层架构设计到上层软件开发的完整链条。NEBIUS将基于英伟达的全球AI工厂网络，加速推进其算力部署目标。作为技术支撑方，英伟达将开放其最新一代加速计算平台，推动NEBIUS基础设施的迭代升级。此次合作被视为NEBIUS在AI云服务市场确立领先地位的关键一步。
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