Palantir and Nebius Team Up So Companies Can Own Their AI, Not Rent It
Companies get greater control over AI models, data, and computing as Palantir integrates Nebius cloud directly into its software platform.
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Nebius Shares Drop on $4.5 Billion Convertible Notes Offering and Exchange Deals
Shares fall in premarket on dilution fears as funds target AI data centers and GPUs.
Nebius Beats Wall Street Expectations as AI Cloud Deals and Capacity Surge in Q2
Nebius beats Q2 revenue estimates at $582.3M (+454% YoY) with record AI cloud deals and raised 5 GW capacity target.
Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
Nvidia Takes 9.3% Position in Nebius Through Warrant and Shares
The stake, partly stemming from a March 2026 warrant, boosted NBIS shares in premarket trading.
Meta in Early Talks to Lease $10 Billion AI Compute Capacity to Anthropic
The move could create a new revenue stream for Meta while helping Anthropic reduce reliance on its existing SpaceX contract.