Nebius Group N.V. launched a Physical AI Living Lab in collaboration with NVIDIA Corporation to support British and European robotics startups. The six-month program provides participants with access to NVIDIA's development tools, including RTX PRO 6000 Blackwell Server Edition GPUs, and Nebius's AI cloud infrastructure. This initiative aims to eliminate barriers for early-stage companies, enabling a transition from simulation to real-world deployment. Evan Helda, Head of Physical AI at Nebius, stated that the program allows founders to focus on building robots rather than assembling infrastructure, while feedback from these teams sharpens Nebius's own physical AI operations.

UK AI Expansion Plan

Nebius confirmed an investment of approximately £1.7 billion to expand its AI infrastructure in the UK. The expansion includes three new NVIDIA-powered deployments, bringing the total to four UK sites. These sites are expected to reach a combined capacity of 65 megawatts by 2027. The project builds on the first UK deployment of NVIDIA Blackwell Ultra infrastructure launched in November 2025. Nebius noted that UK customers, including Revolut and Prima Mente, are already utilizing its platform. The company is also expanding its London AI research and commercial hub and hiring additional engineering talent.

Financial Performance and Guidance

Nebius reported substantial financial growth in the first quarter of 2026. Revenue increased 684% year over year to $399 million. Group adjusted EBITDA was $130 million. The core Nebius AI business segment saw its adjusted EBITDA margin expand to 45% from 24% in the previous quarter. To meet infrastructure demand, management raised its 2026 capital expenditure guidance to a range of $20 billion to $25 billion.

Strategic Infrastructure and Contracts

The company has secured significant anchor contracts to validate its enterprise strategy. In September 2025, Nebius announced a multi-year AI infrastructure agreement with Microsoft Corporation with a base contract value of $17.4 billion through 2031, with an option to expand to $19.4 billion. In March 2026, Nebius expanded its partnership with Meta Platforms, securing a five-year deal worth up to $27 billion. This agreement includes $12 billion in committed dedicated capacity and up to $15 billion in additional capacity options.

Capitalization and Future Outlook

Nebius has raised capital aggressively to fund its expansion plans. The company closed approximately $4.2 billion in gross proceeds from combined equity and convertible note offerings in September 2025. It raised an additional $1 billion in convertible notes in June 2025. Nebius is securing more than 1 gigawatt of total power capacity by the end of 2026, with a new Pennsylvania site of up to 1.2 gigawatts announced in May 2026. Nvidia's direct investment in Nebius during the December 2024 funding round adds strategic credibility to the hardware supply chain.

Nebius Group shares rose nearly 5% after a Power Inflow signal indicated a shift in order flow toward buying activity. The stock reached an intraday high of $234.43 after triggering the alert at $223.76 on June 8. The signal, developed by TradePulse, highlights significant buying trends within the first two hours of trading.

At 10:08 AM EST, NBIS triggered the Power Inflow signal at a price of $223.76. Prior to the alert, the stock had dropped by as much as 4% in the opening hour of trading. Following the signal, both retail and institutional interest shifted toward the buy side, driving the price higher.

NBIS Intraday Performance

The table below details the stock's movement following the Power Inflow alert:

Understanding the Power Inflow Signal

The Power Inflow alert is a proprietary signal issued within the first two hours of the trading day. It identifies a strong trend toward buying activity, suggesting a high probability of bullish price movement for the remainder of the session. Order flow analytics examine volume, timing, and order size across retail and institutional traders to provide insights into market sentiment.

The signal is designed to serve as a strategic entry point for active traders by highlighting where market participants may be entering positions. The subsequent rise in NBIS shares demonstrates the potential impact of real-time order flow data on intraday price action.