Nebius Group shares were up about 8% from Monday’s close in late trading.
The company said it will offer NVIDIA’s Vera Rubin NVL72 platform in the U.S. and Europe from the second half of 2026.
Investors are now watching for signs the rollout can translate into new customer commitments.
Nebius Group N.V. shares climbed about 8% in after-hours trading on Tuesday, extending a strong day for the AI infrastructure provider after it said it would offer NVIDIA’s next-generation Vera Rubin NVL72 platform in the United States and Europe from the second half of 2026.
The move matters for investors because access to top-end chips is one of the main bottlenecks for AI cloud providers. Securing early supply can help firms win multi-year deals, while late deliveries can leave them priced out as customers lock up capacity elsewhere.
Nebius sells computing capacity through its AI Cloud business and a product it calls Token Factory. “Agentic AI” refers to systems that plan and take actions across tasks, while “inference” is the step where a trained model generates output such as text or code.
Nebius said on Monday it will deploy NVIDIA’s Rubin platform through its AI Cloud and Token Factory products, and integrate Vera Rubin NVL72 across data centers in the U.S. and Europe. Founder and CEO Arkady Volozh said the firm was “proud to be one of the first on the market to offer Vera Rubin GPUs,” while NVIDIA’s Dave Salvator described the shift as infrastructure “purpose-built for scale.” Nebius
NVIDIA unveiled the Rubin platform at CES and said Rubin-based products would be available from partners in the second half of 2026. CEO Jensen Huang said “AI computing demand for both training and inference is going through the roof,” and the company said the Vera Rubin NVL72 rack-scale system combines 72 Rubin GPUs and 36 Vera CPUs. NVIDIA Newsroom
Nebius shares were last at $100.24, up $7.39 from the prior close, after trading between $91.03 and $100.71 in the session. About 18.7 million shares had changed hands by late trading.
In filings, Nebius has identified specialized AI-focused cloud providers — including CoreWeave, Crusoe and Lambda — as key competitors, alongside larger general-purpose cloud operators. SEC
But the Rubin rollout is still more than a year away. Any slip in hardware availability, data-center buildouts or customer demand could push back revenue timing, while a faster-than-expected capacity build by rivals could pressure pricing for rented GPU compute.
Traders will look for more detail on spending plans, supply commitments and customer wins in the next results cycle. MarketBeat estimates Nebius’ next earnings report for Feb. 18, before market open, though the company has not confirmed the date.
