My stock in focus today is $NEBIUS(NBIS)$ after the company announced a massive AI infrastructure agreement with Meta Platforms, sending the stock over 10% higher in pre-market trading.

The Dutch cloud provider signed a five-year deal worth up to $27 billion. Nebius will deliver $12 billion of dedicated AI capacity starting in 2027, while Meta also committed to purchase up to $15 billion of additional compute from its upcoming clusters. This marks one of the largest AI infrastructure contracts $Meta Platforms, Inc.(META)$ has signed so far.

The agreement highlights the explosive demand for AI computing as Meta ramps up investment to compete with OpenAI and Google $Alphabet(GOOGL)$ , and it further positions Nebius — alongside its partnership with Nvidia $NVIDIA(NVDA)$ — as an emerging player in the rapidly growing neocloud infrastructure space. 🚀

@TigerClub @TigerStars @Tiger_comments

# 💰Stocks to watch today?(16 Mar)

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    • Shyon
      我的荣幸
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