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Nebius Group to Deploy NVIDIA Rubin Platform in 2026, Boosting AI Cloud Lead Amid Competition

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The Story

News Summary

  • Nebius Group plans to deploy NVIDIA’s Rubin platform in H2 2026, enhancing AI cloud capabilities.
  • Strong demand and capacity expansion drive growth, though supply-chain risks and competition from Amazon and CoreWeave may pressure execution and margins.
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NVDA price history

213.90 +21.13% over the displayed period

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