Nebius Group (NBIS) shares surged over 5% on Tuesday, reaching around $229.94, as a confluence of positive developments lifted the stock. The gains came after a prior week that saw NBIS drop roughly 9%, making Tuesday’s rebound a welcome shift for bulls.
The primary catalyst was the announcement of the Physical AI Living Lab, a six-month joint initiative with NVIDIA (NVDA) aimed at UK and European robotics startups. The program provides participants with access to NVIDIA’s Cosmos, Isaac, and OSMO platforms for simulation, synthetic data generation, and AI model development, all running on Nebius AI Cloud infrastructure powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The first cohort begins in September 2026, with regional expansion planned for future rounds.
“Founders get the full NVIDIA physical AI stack on Nebius AI Cloud and direct time with our engineers, so they spend time building robots, not assembling infrastructure,” said Evan Helda, Head of Physical AI at Nebius.
Adding to the momentum, Bank of America raised its price target on NBIS to $280 from $240, while reaffirming a Buy rating — a timely institutional endorsement. Broader market tailwinds also contributed, with NASDAQ 100 futures up 0.8% and S&P 500 futures adding 0.4%.
Alongside the lab launch, Nebius detailed a £1.7 billion investment to build AI infrastructure across four UK sites, targeting 65MW of total capacity by 2027. The company formalized a 22-megawatt, 10-year agreement with Kao Data at its Harlow campus, securing long-term capacity. Nebius is also expanding its London commercial and AI R&D hub, reinforcing its ambition to become a full-stack AI cloud provider in Europe.
NBIS has already secured multi-year cloud contracts with Microsoft and Meta, and the stock remains up roughly 142% year-to-date despite recent volatility. The simultaneous announcements — the NVIDIA partnership, analyst upgrade, Kao Data deal, and UK investment — created a powerful narrative that drove the session’s gains, though shares later pulled back from an intraday high above $235 to close near $223.58.
