Las acciones de Nebius Group N.V. (NBIS) apuntan a Decart AI mientras Nvidia y Amazon se suman a la carrera

Blockonomi · 2026-08-21T14:38:42.000Z

TLDR Las acciones de Nebius suben un 2,53% mientras los informes sobre la adquisición de Decart AI impulsan un nuevo interés. Según se informa, Nebius se suma a Nvidia, Amazon y SpaceX en conversaciones para Decart AI. La tecnología de Decart puede aumentar hasta en ocho veces el rendimiento de inferencia de GPU. Nebius elevó su oferta de deuda más reciente a 5.000 millones de dólares desde 4.500 millones. El rápido crecimiento de los ingresos respalda la expansión, pero la deuda y la dilución siguen siendo riesgos clave. Las acciones de Nebius Group N.V. subieron un 2,53% hasta 225,68 dólares al surgir nuevos informes sobre la adquisición de Decart AI. Según se informa, Nebius se ha unido a Nvidia, Amazon y SpaceX en conversaciones con la startup israelí de inteligencia artificial. La posible operación sigue a otra gran captación de capital vinculada a la ambiciosa expansión de infraestructura de Nebius.

TLDR
Nebius stock rises 2.53% as Decart AI acquisition reports drive fresh interest.
Nebius reportedly joins Nvidia, Amazon and SpaceX in talks for Decart AI.
Decart’s technology can increase GPU inference throughput by up to eight times.
Nebius raised its latest debt offering to $5 billion from $4.5 billion.
Rapid revenue growth supports expansion, but debt and dilution remain key risks.
Nebius Group N.V. stock rose 2.53% to $225.68 as fresh Decart AI acquisition reports emerged. Nebius has reportedly joined Nvidia, Amazon and SpaceX in talks for the Israeli artificial intelligence startup. The potential transaction follows another large capital raise tied to Nebius’ aggressive infrastructure expansion.
Nebius Group N.V., NBIS
Nebius Joins Race for Decart AI
Israeli technology outlet CTech reported that Nebius has entered negotiations involving Decart AI. Nvidia, Amazon and SpaceX have also reportedly joined discussions around a possible acquisition. Earlier reports also linked Anthropic to the startup as competition around its technology increased.
Reports place Decart AI’s potential valuation between $6 billion and $7 billion. The company develops real-time generative models and supporting infrastructure for advanced computing workloads. Its products include Oasis and Mirage, which demonstrate real-time generation across gaming and video applications.
Decart’s Optimization Stack may carry the greatest strategic value for cloud infrastructure providers. The software can reportedly increase GPU inference throughput by up to eight times on existing hardware. Greater computing efficiency could strengthen economics for companies operating large GPU clusters.
$5 Billion Debt Raise Supports Nebius Expansion
Nebius increased its latest debt offering to $5 billion from an initial $4.5 billion. The transaction marks its third debt raise exceeding $1 billion within one year. The company also entered the raise with more than $8 billion already held on its balance sheet.
Nebius plans to direct the proceeds toward data centers and its full-stack AI cloud platform. It also intends to acquire GPUs and other components needed to expand computing capacity. As a result, the financing gives Nebius more resources for its ongoing global infrastructure buildout.
The company signed a five-year AI infrastructure agreement with Meta Platforms valued at $12 billion. Nebius also targets between 800 megawatts and one gigawatt of connected power during 2026. Its data center expansion currently spans Missouri, Pennsylvania, Finland and the United Kingdom.
Growth Remains Strong as Debt and Dilution Rise
Nebius reported second-quarter revenue of $582 million, representing 454% annual growth. Demand from customers including Meta and Microsoft has supported the company’s expanding cloud operations. Nvidia also holds an approximately 9.3% stake in Nebius as GPU demand continues rising.
The latest fundraising announcement initially pressured NBIS shares and retail market sentiment. The stock fell 10.03% Wednesday to $223.51 after dropping as much as 14% intraday. Trading volume reached 48.8 million shares, well above its three-month average of 21.3 million.
Nebius also agreed to exchange $800 million of earlier convertible notes for 15.8 million shares. That transaction represents approximately 5.5% dilution for existing shareholders based on reported estimates. Still, NBIS has gained more than 220% this year as revenue and infrastructure spending accelerate.
 
The post Nebius Group N.V. (NBIS) Stock Targets Decart AI as Nvidia and Amazon Join The Race appeared first on Blockonomi.