--- title: "Data center stocks collectively strengthened, Nebius (NBIS.US) rose over 15%, IREN (IREN.US) rose over 6%" type: "News" locale: "en" url: "https://longbridge.com/en/news/287236053.md" description: "Nebius (NBIS.US) notified downstream customers of an increase in GPU computing power rental prices. Coupled with NVIDIA's Q1 performance exceeding expectations, data center stocks surged collectively. NBIS rose over 15% (leveraged ETF NEBX rose over 29%), IREN rose over 6%, and CRWV and HUT rose over 4%. NBIS simultaneously secured approximately $2.6 billion in energy services from BE for the next 10 years" datetime: "2026-05-21T14:10:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287236053.md) - [en](https://longbridge.com/en/news/287236053.md) - [zh-HK](https://longbridge.com/zh-HK/news/287236053.md) --- # Data center stocks collectively strengthened, Nebius (NBIS.US) rose over 15%, IREN (IREN.US) rose over 6% On Thursday (May 21), during intraday trading of U.S. stocks, AI data center-related stocks collectively surged significantly. Nebius Group (NBIS.US) rose 15.21% to $220.99, leading the sector, with an intraday high of 15.73% reaching $222.00; its leveraged ETF (NEBX.US) increased by 29.28% to $124.37, with an intraday peak gain of 30.94%, showing a nearly 17% daily amplitude effect. Iris Energy (IREN.US) rose 6.37% to $56.07; Hut 8 (HUT.US) increased by 4.25% to $100.61, recovering the $100 integer mark during the session; CoreWeave (CRWV.US) rose 4.01% to $105.34, with an intraday high of 5.28%. Traditional cloud computing giant Oracle (ORCL.US) slightly increased by 0.40% to $188.91, with an intraday high of 2.04%, and its leveraged ETF (ORCX.US) rose 1.29%. On the news front, Nebius (NBIS.US) officially notified downstream customers of a price increase for its GPU computing power leasing services, which is the most direct catalyst for this round of sector performance. This move is interpreted by the market as: the sustained overheating of AI computing power demand pushing the rental price center upward, constituting a substantial benefit for the unit gross margin of AI cloud service providers; simultaneously, peers like CoreWeave, IREN, and Hut 8 are expected to follow suit with price adjustments, leading to a repricing of the profit elasticity of the entire "new computing power force." Additionally, Nvidia (NVDA.US) released its Q1 earnings after the market yesterday, with revenue up 85% year-on-year, exceeding expectations, and the Q2 outlook also better than expected, further strengthening the market's optimistic expectations for AI computing infrastructure demand. In terms of individual stock catalysts: Nebius (NBIS.US): In addition to the favorable GPU price increase, the company also secured long-term power supply assurance—Bloom Energy (BE.US) disclosed in its latest filing that Nebius has locked in approximately $2.6 billion in energy services from BE over the next 10 years, providing long-term support for stable power supply needed for its AI data center expansion. The dual benefits of "price increase boosting gross margin + long-term energy lock-in" propelled NBIS to rise over 15% in a single day, with its leveraged ETF (NEBX.US) increasing nearly 30%. CoreWeave (CRWV.US): As the sector leader, it received significant buying support during the session, alleviating previous emotional suppression due to competition news from Google + Blackstone in the AI cloud space. IREN and Hut 8: Both Bitcoin mining companies transitioning to AI cloud stocks benefited from the overall price increase logic of the sector, with IREN.US reaching an intraday high of 7.63% and HUT.US peaking at 5.08% ### Related Stocks - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md) - [IREX.US](https://longbridge.com/en/quote/IREX.US.md) - [NBIG.US](https://longbridge.com/en/quote/NBIG.US.md) - [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md) - [SRVR.US](https://longbridge.com/en/quote/SRVR.US.md) - [IRE.US](https://longbridge.com/en/quote/IRE.US.md) - [NBIL.US](https://longbridge.com/en/quote/NBIL.US.md) - [NEBX.US](https://longbridge.com/en/quote/NEBX.US.md) - [BE.US](https://longbridge.com/en/quote/BE.US.md) - [HUT.US](https://longbridge.com/en/quote/HUT.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [BX.US](https://longbridge.com/en/quote/BX.US.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Why Is IREN Stock Up 10% Today, 5/20/26?](https://longbridge.com/en/news/287108876.md) - [Nebius and Bloom Energy partner to power AI infrastructure build-out](https://longbridge.com/en/news/287113172.md) - [Nebius Group Posts Surging Q1 2026 Revenue but Wider Operating Costs in AI Cloud Push](https://longbridge.com/en/news/287052226.md) - [Why IREN Stock Is Trading Higher Thursday?](https://longbridge.com/en/news/286452767.md) - [If You Invested $100 In Nebius Group Stock 10 Years Ago, You Would Have This Much Today](https://longbridge.com/en/news/286795414.md)