智通财经APP获悉，周五，NEBIUS(NBIS.US)续涨近6%，创年内新高，现报114.30美元。消息面上，此前英伟达宣布将向 NBIS 投资 20 亿美元，作为双方战略合作的一部分——重点用于 Nebius 在全球范围内建设并部署超大规模 AI 云与数据中心基础设施。
公告中提到，双方合作将覆盖未来几年内超过 5 吉瓦的 AI 计算容量部署规模，这足以支撑数百万个大型 AI 模型的训练与推理服务，对订单能见度的提升效果显著。分析指出，这些因素共同推动市场对 NBIS 的基本面认知从“潜力故事”向“可执行商业框架”转变，点燃了股价表现。
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