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?

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