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Nebius draws investor focus as AI infrastructure demand reshapes outlook
Nebius shares stay volatile as investors assess AI infrastructure demand, capital intensity, and long-term growth prospects heading into 2026.
Investor attention remains on as its stock trades with elevated volatility amid sustained interest in AI infrastructure builders. The company operates in GPU intensive cloud and data center services, where long term contracts, power availability, and hardware access drive performance. Recent trading levels near the low-$90 range reflect sensitivity to capital spending cycles and analyst expectations for AI-led demand into 2026.