<div id="readability-page-1"><div>Nebius is up 8% in premarket trading on Thursday on a double dose of newsflow.The first is more solid: the AI cloud company announced that it is partnering with Bloom Energy to deploy Bloom’s fuel cell technology to power its AI infrastructure build-out, with their first project expected to deliver 328 MW of installed capacity this year. The second, that Nebius is raising its prices by ~30% for its on-demand (pay as you go) rates for access to its Nvidia GPUs, is unverified, stemming from a tweet from a user on X, who claims to have been emailed by the company about the price changes.If true, it goes without saying that a 28-30% jump in spot prices to rent H100, H200, B200, or B300 chips, is a pretty bullish statement on the continued demand for compute.Per Nebius’ press release, Bloom’s fuel cell systems will provide on-site, behind-the-meter electricity for the neocloud company to meet demand for Nebius’ full-stack AI cloud platform initially in the US, with potential for global expansion. In a 6-K filing, Nebius gave more detail, with the power capacity being provided under expected to come online in three phases, each with a supply term of 10 years. All told, Nebius will pay &#34;pay monthly services fees of up to $2.6 billion in the aggregate.&#34;Through Bloom’s systems, “clean power with virtually no pollutants is deployed onsite, on the timelines our customers need, with the availability AI workloads require,” commented Andrey Korolenko, Chief Product and Infrastructure Officer at Nebius. Nebius also noted in the press release that the technology generates electricity without combustion, and tends to face a lighter permitting hurdle than combustion-based systems. Its modular design allows for faster deployment across the board.The news comes as Nebius and its neocloud peers like CoreWeave and IREN face new competitors like Google and Blackstone’s new AI cloud company in the race to build out AI infrastructure-for-rent. Shares of Bloom Energy are also up 3% this morning.</div></div>

As data center stocks emerge as 2026's hottest trade, Nebius (NBIS) is sprinting at a breakneck pace — shares up over 400% in the past year. Now it's inked a $2.6bn deal with Bloom Energy to power its AI data centers on-site via fuel cells, with an initial 328MW set to go live this year, replacing a previously planned gas turbine solution. At the end of the day, AI compute runs on power — are you bullish on this 'self-powered' approach?

As data center stocks emerge as 2026's hottest trade, Nebius (NBIS) is sprinting at a breakneck pace — shares up over 400% in the past year. Now it's inked a $2.6bn deal with Bloom Energy to power its AI data centers on-site via fuel cells, with an initial 328MW set to go live this year, replacing a previously planned gas turbine solution. At the end of the day, AI compute runs on power — are you bullish on this 'self-powered' approach?

Nebius Drops $2.6bn to Build Dedicated AI Power Infrastructure

NVDA

Nebius shares rose 8% in premarket trading following a partnership with Bloom Energy to deploy fuel cell technology for its AI infrastructure, expected to deliver 328 MW this year. Additionally, unverified reports suggest a 30% price increase for on-demand access to Nvidia GPUs. The partnership could cost Nebius up to $2.6 billion over ten years, providing clean, modular power for its AI cloud platform amid rising competition in the sector.

- Nebius has increased by 8% in premarket trading due to a partnership with Bloom Energy to utilize fuel cell technology for powering its AI infrastructure, expecting 328 MW installed capacity this year.  
- The company may also raise its on-demand GPU access prices by ~30%, which, if accurate, suggests strong demand for computing resources.  
- Bloom's systems will provide cleaner electricity for Nebius's full-stack AI platform in the US, with plans for global expansion, costing up to $2.6 billion in aggregate fees.

Sherwoodnews

NVIDIA

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes