On September 8, NEBIUS rose nearly 6% in regular trading. The rally was driven by a dual catalyst: a strategic partnership with Palantir Technologies and the unveiling of a modular data center deployment strategy.

Palantir named NEBIUS as its preferred sovereign AI infrastructure partner. Under the agreement, Nebius' compute and inference endpoints will be integrated within Palantir's enterprise perimeter, enabling eligible customers to deploy open AI models on Nebius infrastructure and continuously adapt them using proprietary data. Palantir CEO Alex Karp stated that Nebius' compute infrastructure can meet clients' sovereign AI capability requirements. The two companies also plan to collaborate on accelerating new compute capacity deployment.

Separately, NEBIUS announced a modular data center deployment strategy targeting sites where power supply is already in place, bypassing lengthy grid upgrade timelines and compressing construction cycles. This approach directly addresses a key bottleneck in AI compute expansion. Additionally, NVIDIA previously confirmed Groq 3 LPX has entered full production, with NEBIUS as the first customer, reinforcing the company's advantaged position on the compute supply side. The company also recently closed a $5.75 billion convertible notes offering to fund data center construction and AI cloud expansion.

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