$NBIS Weekly recap. Index Money Is Coming, but the Real Story Is Demand. If you only read one line about Nebius (NBIS) this week, read this one: the company is about to be force-bought by every passive fund on the planet, and it earned that spot by selling out of compute faster than it can pour concrete. Nebius joins the Nasdaq-100 on June 22 The Nasdaq-100 underpins more than 200 investment products and a vast pool of tracked assets. Every index fund and ETF benchmarked to it now has to own $NBIS, and most of that buying has to be in place before the 22nd. $NBIS Inflection event: Nebius finally explained the strategy to everyone that was invited to the private event in SF. From AI Cloud -- Inference -- AI Agentic to Physical AI & Robotics in the future. Some highlights: * Nebius Echo: Agentic AI for enterprises. * Data Centers: Expanding in USA & EU with 75% owned. * Nebius customer base growing with many top AI players & Fortune 500 enterprises coming in. * Nebius Customer Advisory Board: Advance Machine Intelligence, Black Forest Lab, Cloudfare, Cognition, Cohere, Core Automation, Higgsfield, Recraft, Revolut, Rhoda. It was a very important event to show the industry Nebius is leading in multiple fields. TD SYNNEX partnership dedicated GPU Cluster capacity is gone. Earlier this year the global distributor did something no IT distributor had done before, it reserved a dedicated, AI-factory-grade NVIDIA cluster (1,000 HGX B300s) directly from an AI-native cloud provider, putting Nebius capacity into a channel that reaches 150,000 customers across 100 countries. The update worth noting: that reserved capacity has effectively been SOLD OUT. Laurelle Roseman VP Global Partnerships mentioned planning for Cluster 2.0 is in progress. Roman Chernin (co-founder, CBO) on Harry Stebbings' 20VC said Nebius could sell 10x more compute if they had the capacity. A few things stood out: Jevons Paradox is the demand engine. As the unit cost of intelligence falls, total consumption rises, because tasks that were uneconomic suddenly aren't. Cheaper inference doesn't shrink the market; it expands it. Pricing power is capped by customer economics, not by Nebius. Push inference prices too high and customers' margins break and demand stalls. The durable edge isn't the sticker price on a GPU — it's total cost of ownership: caching, runtime optimization, and distillation can move token economics by an order of magnitude. And the part that ties back to this publication's earlier work: Stebbings noted Leopold Aschenbrenner has made Nebius one of his largest positions. The Situational Awareness thesis and the operator's own demand commentary are now pointing at the same place. Roman Chernin clearly states, the binding constraint on Nebius revenue is not demand, it's how fast they can build. Which is exactly what the next two news are about. A £1.7B UK buildout: $NBIS plants its flag as a sovereign-AI supplier in UK. At London Tech Week, Nebius committed approximately £1.7 billion ($2.26B) to UK capacity: three new NVIDIA deployments on top of its existing Chertsey site (Ark Data Centres, live since November 2025 on Blackwell Ultra), taking the UK footprint to four sites and 65 MW when fully ramped in 2027. The company is also expanding its London commercial and R&D hub. The strategic angle is the part to underline. The investment is explicitly aligned with the UK Government's AI Opportunities Action Plan, and the AI minister welcomed it in those terms, this is Nebius positioning as domestic compute for British enterprises, researchers, and public services, an alternative to the US hyperscalers. The proof of concept is already named: Revolut rebuilt its AI stack on Nebius, running FinCrime agents and a support orchestrator handling 1M tickets a month. Also out of London (June 9): the Physical AI Living Lab, a six-month program with NVIDIA for UK and European robotics startups. Founders get the full physical-AI stack: NVIDIA OSMO, Cosmos world models, Isaac Sim and Isaac Lab, the Physical AI Data Factory Blueprint, plus Voxel51's FiftyOne for synthetic data — running on Nebius's UK infrastructure (NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs). Applications run through NVIDIA Inception; the first cohort starts in September 2026. Netherlands: Founder and CEO Arkady Volozh is joining the Dutch AI Infrastructure Think Tank, an initiative led by VOLT's Han de Groot, sitting alongside former ASML chief Peter Wennink. The group is examining how AI compute can strengthen the Dutch digital economy — already ~200,000 jobs and roughly €21B in annual added value — and the conversation is tied to a Dutch "AI Gigafactory" ambition that traces back to the Wennink report. For a company headquartered in Amsterdam, this is Volozh putting Nebius at the center of European compute-sovereignty policy, not just supplying it. Between the UK commitment and this, a clear pattern emerges: Nebius wants to be the European champion that governments point to when they talk about keeping AI "at home." Marketing: refreshed web presence & new intro video Nebius also rolled out a refreshed public-facing site this week, leaning into the agentic and full-stack-platform positioning that ran through Inflection. Minor on its own, but it's consistent with a company repackaging itself from "GPU landlord" to "the platform you build agents on." Resuming, a week of lots of news as we progress into Nasdaq-100 inclusion on june 22 but with a very clear idea... the strategy is a total success given the sold out capacity, the increasing customer base & the new adition of Fortune 500 enterprises that will be the next target for our customer success cases. Execution continues at its finest from $NBIS team. Nebius defined is an AI Native Hyperscaler Ecosystem of different verticals all growing exponentially. The next few years will be of absolute hyper growth as $NBIS is positioned to capture massive TAM in several fields.

$NBIS ARR this year will be 50% hyperscaler deals, 50% own AI Cloud. This is by choice. Hyperscaler demand is "infinite". Their own AI Cloud is however where they'll make more profits from sustainable, recurring, high margin revenue long term.

$NBIS added to the NASDAQ 100 OH BABY, WHAT A HEADLINE TO WAKE UP TO! 🤩 Good morning to the shorts.

New All In stock tomorrow. As always subscribers get first access to my trade before i post it to the public. If you want first access here you go. x.com/CKCapitalxx/creator-su…

Heard in the Nebius Inflect hallways: Elon charged Google 2x market for compute. Google still took it. No spare capacity until 2H27. 90-day segments. Zero leverage. AI compute isn’t a commodity anon

$NBIS AI Inflection 2026: Everything you need to know Did my best to compile all the videos and images from the AI Inflection event, enjoy! youtu.be/oZnq3ADXsdk?si=BOJG…

$NBIS and $NVDA have launched the Physical AI Living Lab, a six-month program designed to help UK and European robotics startups build and scale Physical AI applications.