Nebius Group rated a buy, driven by a $19.4B Microsoft partnership and aggressive global AI cloud infrastructure expansion.

The U.S. tech giants are joining the largest AI infrastructure rollout in the country’s history, Nvidia said Tuesday.

New AI chip breakthroughs signal a global shift in computing power, challenging Nvidia and reshaping the tech race.

Microsoft is investing $15B in UK AI and cloud, expanding data centers, Nvidia-powered supercomputers, and workforce to boost ...