Why Nebius Group (NBIS) Is Scaling UK AI Cloud Capacity to Support Its Compute Growth Story

Nebius Group N.V. (NASDAQ:NBIS) is one of the fastest-growing AI infrastructure stocks to buy. On June 8, 2026, Nebius said it would invest approximately £1.7 billion to build AI capacity in the UK through three new NVIDIA infrastructure deployments, while expanding its commercial and AI R&D hub in London. Nebius Group said the UK deployments would reach 65 MW when fully ramped in 2027, adding domestic compute capacity for enterprises, researchers, and public-sector users.

The expansion fits the company’s broader AI cloud strategy, where revenue growth depends on bringing contracted power and GPU capacity online quickly enough to meet demand for training, inference, and agentic AI workloads. In Q1 2026, that capacity-led ramp was already visible, as group revenue rose 684% year-over-year to $399.0 million, while Nebius AI cloud revenue increased 841% to $389.7 million and accounted for about 98% of total group revenue.

Why Nebius Group (NBIS) Is Scaling UK AI Cloud Capacity to Support Its Compute Growth Story

Nebius Group N.V. (NASDAQ:NBIS) is an AI cloud company that provides full-stack infrastructure, compute, storage, networking, inference, data, and agentic AI services for developers, startups, enterprises, and AI builders.

While we acknowledge the risk and potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NBIS and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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