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$NBIS Catalyst Posts

March 26, 2026

Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

48 source posts analyzed
Shay Boloor @StockSavvyShay · 2026-03-26T12:53:53+00:00

$NBIS rolled out Nebius AI Cloud 3.5 with serverless AI so developers can build and scale workloads without managing infrastructure. The update also adds new Blackwell GPU options and platform tools aimed at making AI deployment faster and easier.

M. V. Cunha @mvcinvesting · 2026-03-26T12:36:14+00:00

$NBIS released an update to its AI cloud platform. Nebius AI Cloud 3.5 introduces serverless AI, allowing developers to build, run, and scale AI workloads without managing infrastructure. In practice: • Workloads can be launched almost instantly • Infrastructure

Lorenzo2cents @BastianelliLore · 2026-03-26T21:05:00+00:00

$NBIS CEO just said the Meta deal is not the endgame. The goal is to become the "fourth hyperscaler" — owning the full AI stack the way AWS, Azure and Google do. AWS took 20 years to build. $NBIS has $17.4B from Microsoft, $27B from Meta, $2B from Nvidia, and 5x revenue growth

Nate Endicott @EndicottInvests · 2026-03-26T13:45:24+00:00

$NBIS "Think about Nebius as a fourth hyperscaler." - Arkady Volzoh, CEO GOOD MORNING

The God Particle @_Sgr_A_Star · 2026-03-26T00:55:14+00:00

$IREN $NBIS $CRWV $ORCL B200 H100 A100

Daniel Romero @HyperTechInvest · 2026-03-26T20:50:42+00:00

Great news for $NBIS On March 25, 2026, Judge Jennifer Phillips denied the residents’ request for a referendum The project to build $NBIS’s flagship data center campus, one of the largest in the world, continues

Retail Mourinho @retail_mourinho · 2026-03-26T15:32:02+00:00

I’ll go heavy into $NBIS if we see $99 again.

mon @moninvestor · 2026-03-26T15:28:59+00:00

What a start. $IREN -7.19% $NBIS -6.09% $CIFR -8.06% $CRWV -3.85% $WULF -6.29% + $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin is down -20% YTD.

sheng @investwithsheng · 2026-03-26T16:00:41+00:00

$NBIS possibly the bottom at the 20 day ema today

Alexander @AlexfromBabylon · 2026-03-26T00:44:09+00:00

$NBIS This is a game of capital and execution and Nebius can afford to scale both in the US, EU and globally which is a big advantage. Interestingly Nebius also has a new datacenter in France. Fluidstack and Nscale simply can’t compete on that level and are private. Public

Mark Hogan @MB_Hogan · 2026-03-26T16:37:28+00:00

$NBIS UPDATE: Incoming Nebius Short Squeeze? Envision Research for Seeking Alpha today indicated that Nebius now has heightened short interest at 17.1% of float creating the potential for a short squeeze. “Options market dynamics-declining put-call volume ratio and rising open

Yiannis Zourmpanos @yianisz · 2026-03-26T16:07:27+00:00

$NBIS just quietly removed one of the biggest frictions in AI infra itself. With AI Cloud 3.5 they’re pushing serverless AI, meaning developers don’t manage clusters, configs, or environments anymore… they just run workloads instantly. That sounds small, it’s not. This is the

Mark Hogan @MB_Hogan · 2026-03-26T12:04:44+00:00

$NBIS BREAKING NEWS: Nebius has just launched AI Cloud 3.5, introducing a major shift toward serverless AI, designed to eliminate one of the biggest bottlenecks in building real-world AI: infrastructure overhead With this update, developers can run, test, and scale AI

Retail Mourinho @retail_mourinho · 2026-03-26T13:32:27+00:00

$NBIS $110 and at the level before rhe $META deal. Very cheap.

Lorenzo2cents @BastianelliLore · 2026-03-26T06:33:25+00:00

$NBIS bears arguments will die one after another

PBA @801010athlete · 2026-03-26T18:57:19+00:00

$NBIS

Nate Endicott @EndicottInvests · 2026-03-26T15:32:43+00:00

$NBIS day

Mark Hogan @MB_Hogan · 2026-03-26T17:29:59+00:00

Wild, you can now buy $NBIS 6% cheaper than before the $META deal was announced

The Inner Circle Trading Group DP David Prince @epictrades1 · 2026-03-26T16:06:13+00:00

$NBIS I like this area into the 21 day.

Daniel Koss @daniel_koss · 2026-03-26T12:43:05+00:00

Nebius $NBIS launches AI Cloud 3.5, making it easier for developers to run AI workloads on its platform without manual infrastructure setup. Update also adds NVIDIA's latest Blackwell GPUs as a compute option. Not huge news to be honest, but always great to see them adding

Zachary Markovich @Zac_Markovich · 2026-03-26T21:33:00+00:00

$NBIS Need a bounce off this level or we trade back towards $80s

SandemanStocks @Sandeman52 · 2026-03-26T12:28:33+00:00

$NBIS “4th Hyperscaler” How does that sound? Straight from Arkady’s mouth. I have no doubt they will become that.

Nate Endicott @EndicottInvests · 2026-03-26T14:36:22+00:00

$NBIS Is One Step Closer to Becoming a Hyperscaler

Ray Myers @TheRayMyers · 2026-03-26T19:17:15+00:00

On $NBIS buying Tavily to serve the AgenticAI demand. "Tavily is an Agentic AI start-up that serves as the eyes of the AI agent. The company provides integrations for data crawling, designed especially to make it easier for AI agents to process information and find exactly what

Noé @noegrs_research · 2026-03-26T12:52:09+00:00

$NBIS Nebius just released Aether 3.5. This is another step towards becoming a full-stack AI hyperscaler. Aether 3.5 just shipped six capabilities that have nothing to do with raw compute: - Serverless (DevPods, Jobs, Endpoints) → any AI team, not just $META and $MSFT, can

Top Stocks @TopTechStocksUS · 2026-03-26T11:25:24+00:00

$NBIS From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory. futurumgroup.com/research-repor …

Mark Hogan @MB_Hogan · 2026-03-26T14:13:42+00:00

Arkady Volozh, founder and CEO of $NBIS, just told the world to think of Nebius as the fourth hyperscaler And by the way, Arkady doesn’t exaggerate or make flippant statements. He is as conservative as it gets, a tech genius with a perfect track record of delivering on his

Dr. Tomislav Marinovic @DrTomsLens · 2026-03-26T16:33:14+00:00

Another piece of $NBIS' software stack that Bitcoin miners think they will one day find on GitHub, download and run to instantly deliver the same value per watt and per dollar as $NBIS. Maybe the bots will do it for them too, so they can keep zero software engineer job

SandemanStocks @Sandeman52 · 2026-03-26T20:01:22+00:00

$NBIS bought 500 more

Dave @EventuallyWLTHY · 2026-03-26T15:53:05+00:00

CEO of $NBIS: “Think about Nebius as a fourth hyperscaler."

Alvaro Mysterio @AlvaroMysterio · 2026-03-26T16:55:37+00:00

“Think of $NBIS as 4th hyper-scalar” — Arkady Volozh

Nate Endicott @EndicottInvests · 2026-03-26T13:56:06+00:00

$NBIS AI Cloud 3.5 UPDATES: Serverless AI - Elastic, pay-as-you-go compute accelerated by NVIDIA - Simplified access to AI workloads without managing infrastructure - Designed for prototyping, experimentation, and model inference evaluation Data Transfer Service - User-friendly

Northwise Project @InvestNorthwise · 2026-03-26T12:27:54+00:00

Our full analysis on $NBIS Clickhouse is here. Check out the full deep dive in the first comment Clickhouse remains a fundamentally underappreciated $NBIS asset in both strategic optionality and fundraising. Nebius is positioning itself as a vertically integrated AI

AlphaOwlTrading @AlphaOwlTrading · 2026-03-26T22:50:47+00:00

CEO of $NBIS: "I see Nebius as the fourth hyperscaler" Shares down -8% today Sometimes the market throws you a life raft. $NBIS at $106 is immense opportunity.

Dr. Tomislav Marinovic @DrTomsLens · 2026-03-26T16:54:27+00:00

If I got $1 every time Bitcoin bulls spawned out of nowhere and called me names for bringing up $NBIS' software advantage, I could probably afford Nvidia’s Vera Rubin accelerator by now. Today, Arkady essentially reaffirmed the thesis. But doesn’t really matter. Once the

Alex Desjardins @PrimeTrading_ · 2026-03-26T01:15:11+00:00

$NBIS getting really tight in the handle

Northwise Project @InvestNorthwise · 2026-03-26T12:00:01+00:00

$NBIS leverages ClickHouse’s columnar architecture and vectorized execution to align its infrastructure with high-throughput, real-time analytics at scale. By structuring data into columns and processing it in batches, ClickHouse enables rapid pattern extraction across massive

santos @clockworksantos · 2026-03-26T14:24:11+00:00

$NBIS is enhancing its step-by-step platform with every move, widening the gap with its competitors even further.

Asmallfish @Asmallfish5 · 2026-03-26T13:37:21+00:00

$NBIS clear vision and laser focused execution. He knew exactly what they need to do from the start.

Stocker-Man @TheStockerMan · 2026-03-26T17:31:19+00:00

$NBIS is guiding for a 7B-$9B ARR run-rate by the end of 2026. They closed 2025 at a $1.25B ARR run-rate. So the company is basically telling you it expects one of the most aggressive ramps in AI infrastructure next year. In the last few weeks alone, Nebius announced: $NVDA

Wealth Lab HQ @wealthlabhq · 2026-03-26T12:18:46+00:00

$NBIS key catalyst today: Birmingham’s Zoning Board of Adjustment votes at 3:00 PM CT on Nebius’s variance application for the BHM01 substation and switchyard at 201 Milan Parkway. ∙Site zoning already permits data centers; the only remaining approval is this substation

matt @longinvest32 · 2026-03-26T12:26:25+00:00

Listening to arkady talk about $nbis makes you wanna buy more …

Cernunnos Capital @CernunnosCap · 2026-03-26T17:17:37+00:00

$NBIS continues to strengthen its infrastructure moat The Aether 3.5 release is a massive win from an SRE and Platform Engineering perspective - ***reducing operational toil is how you win and retain high-intensity AI workloads. Key technical takeaways signaling enterprise

BDigs @B__Digs · 2026-03-26T16:24:40+00:00

All you need to know about $NBIS Oxmoor Valley site before ZBA vote this afternoon complements of @InvestNorthwise

MarketMaverick @MktMavPro · 2026-03-26T16:55:16+00:00

$NBIS

BDigs @B__Digs · 2026-03-26T21:16:39+00:00

$NBIS. Today's meeting agenda

Northwise Project @InvestNorthwise · 2026-03-26T16:45:00+00:00

$NBIS differs its go to market strategy vastly depending on local requirements, strategic expansion, and power availability. In MO it used the Kansas City colocation site to provide quick entry, proof of capability, and near term revenue to help bolster its more ambitious

matt @longinvest32 · 2026-03-26T09:22:30+00:00

There were always early signs $nbis was gonna be a physical ai juggernaut Story continues to get better Long $nbis