On September 8, NEBIUS rose 3.01% in pre-market trading, trading at $233.199/share, with turnover of $169 million. The move was driven by a strategic partnership announcement with Palantir Technologies and a new modular data center deployment strategy.
Palantir designated NEBIUS as its preferred sovereign AI infrastructure partner. Under the agreement, Nebius' compute and inference endpoints will be integrated within Palantir's enterprise perimeter, enabling eligible customers to deploy open AI models on Nebius infrastructure and continuously adapt them using proprietary data in a self-controlled environment. Palantir CEO Alex Karp stated that Nebius infrastructure, combined with Palantir's core technology, meets growing demand for sovereign AI capabilities.
Separately, NEBIUS unveiled a modular data center strategy targeting sites where power supply is already available, bypassing lengthy grid upgrade cycles and compressing construction timelines to accelerate capacity expansion. Adding further momentum, NVIDIA previously confirmed that Groq 3 LPX has entered full production, with NEBIUS as the first customer to receive the AI inference accelerator systems.
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