Nvidia Concept Stocks Surge on Nebius and CoreWeave Partnerships; Wolfspeed Reorganization Confirmed

Nvidia concept stocks experienced a significant surge in overnight trading, with Nebius skyrocketing by over 44% after announcing a high-value agreement with Microsoft worth $17.4 billion. CoreWeave followed with a 6% increase, while Wolfspeed surged by over 54% after confirming its reorganization plan. The market responded positively to these developments, indicating a strong investor interest in these partnerships and restructuring efforts.

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09-10

Nebius与微软达成AI协议，股价飙涨近50%

09-10

美股成交额TOP20｜联合健康大涨逾8%，预计近8成会员加入MA计划；Nebius飙涨逾49%，斩获微软近200亿美元大单

09-09

Top Midday Stories: Nebius Signs Deal With Microsoft Worth Up to $19.4 Billion; Anglo American, Teck Resources to Merge

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09-09

Coreweave, ai provider for Nvidia and Microsoft .. nebuus ai deal for Microsoft

Nebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft, Shares Jump

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core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.</p><p>Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, <a href=\"https://laohu8.com/S/NJR\">New Jersey</a>, starting later this year.</p><p>&#34;The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,&#34; Nebius CEO Arkady Volozh said.</p><p>Microsoft is the largest customer of <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> CRWV.O — one of Nebius&#39; competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.</p><p>Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft, Shares Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-09 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Microsoft MSFT.O with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 40% after the bell.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/081a65b99668ac6fd9624f8ff83603ed\" tg-width=\"842\" tg-height=\"829\"/></p><p>The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.</p><p>Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.</p><p>Nebius&#39; core business involves providing <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.</p><p>Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, <a href=\"https://laohu8.com/S/NJR\">New Jersey</a>, starting later this year.</p><p>&#34;The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,&#34; Nebius CEO Arkady Volozh said.</p><p>Microsoft is the largest customer of <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> CRWV.O — one of Nebius&#39; competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.</p><p>Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS","SG9999001077.SGD":"United International Growth Fund SGD","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","MSFT":"微软","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0171293334.USD":"贝莱德英国基金A2","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4567":"ESG概念","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4605":"半导体精选","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","BK4566":"资本集团","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250908:nL3N3UV1E6:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566263048","content_text":"Sept 8 (Reuters) - Nebius Group NBIS.O said on Monday it will provide Microsoft MSFT.O with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 40% after the bell.The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure.Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion.Nebius' core business involves providing Nvidia NVDA.O graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.Nebius will provide Microsoft access to dedicated GPU infrastructure capacity from its new data center in Vineland, New Jersey, starting later this year.\"The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond,\" Nebius CEO Arkady Volozh said.Microsoft is the largest customer of CoreWeave CRWV.O — one of Nebius' competitors — which earlier this year denied media reports that said it had seen contract cancellations from the hyperscaler.Amsterdam-based Nebius Group emerged from a deal to split the assets of Russian tech giant Yandex.","news_type":1,"symbols_score_info":{"NBIS":1.1,"MSFT":1.1}},"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}