Nebius’s $229 Stock Jump Isn’t Just Luck—It’s a NVIDIA-Powered Grab for European AI Supremacy

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(SeaPRwire) –   By: Lucas Caldwell

Nebius’s 5% stock jump to ~$229.94 Tuesday isn’t just a reaction to good news. It’s a signal that the company’s playing a long game for European AI dominance. The timing of its NVIDIA partnership and BofA upgrade isn’t accidental—this is a calculated move to solidify its position in a crowded market.

The headline news is the Physical AI Living Lab with NVIDIA. It’s a six-month program for UK and European robotics startups. They get access to NVIDIA’s Cosmos, Isaac, and OSMO platforms. The first cohort starts in September 2026, and it runs on Nebius’s UK infrastructure with NVIDIA’s latest Blackwell GPUs.

Bank of America gave Nebius a boost too. They raised the price target to $280 from $240, keeping a Buy rating. The stock had dropped 9% the prior week, so this upgrade came at a perfect time. NASDAQ 100 Futures were up 0.8% that morning, adding to the tailwind.

Nebius isn’t stopping at the lab. It’s investing £1.7 billion across four UK sites. The goal is 65 megawatts of capacity by 2027, using NVIDIA Blackwell Ultra systems. It also locked in a 22-megawatt, 10-year deal with Kao Data at Harlow campus. This builds long-term infrastructure in the UK.

The company already has multi-year cloud contracts with Microsoft and Meta. That’s kept analyst sentiment bullish. Year-to-date, Nebius is up 142% despite the recent pullback. Its London commercial and AI R&D hub expansion reinforces its push to be a full-stack AI cloud provider in Europe.

Nebius’s UK infrastructure push will force AWS and Google Cloud to speed up their European AI data center builds by next year.

Author bio: Lucas Caldwell, a tech opinion leader with millions of followers on X/Twitter, focusing on AI infrastructure and market trends.