Nebius Group N.V. is trading 9.1% up at $252.10, extending a powerful multi-day rally from the low-$190s as investors rotate into AI-infrastructure providers.

  • The move follows renewed momentum after Nvidia CEO Jensen Huang highlighted Nebius during his Computex keynote.
  • Sentiment is further bolstered by a disclosed 5.6% stake from Leopold Aschenbrenner’s AI-focused fund and speculation that Anthropic could tap the company for additional cloud capacity.