Nebius Jumps 14% as Huang Signals AI Infrastructure Demand Is Expanding
Updated
Updated · 富途牛牛 · Jun 1
Nebius Jumps 14% as Huang Signals AI Infrastructure Demand Is Expanding
3 articles · Updated · 富途牛牛 · Jun 1
Summary
Nebius rose more than 14% on Monday, leading a rally in cloud-computing names after Nvidia CEO Jensen Huang's AI keynote ahead of Computex in Taipei.
CoreWeave gained over 13%, Salesforce more than 7%, ServiceNow over 6% and Oracle nearly 3% as Huang said demand is broadening beyond AI accelerators.
His remarks pointed to a wider buildout across data-center CPUs, GPUs, networking, storage, power systems and liquid cooling, suggesting AI spending remains near peak levels.
The latest move extends an earlier Computex-driven rally in software and infrastructure stocks, with investors increasingly betting the AI boom is spreading from chips to the full enterprise stack.
As Nvidia enters the PC market, will new US export controls undermine its ambition to power every computer?
Will Nvidia's new AI chip be an affordable revolution or just an expensive upgrade for most PC users?
Nvidia’s N1X Debuts at Computex 2026: Can AI-Driven Arm Chips Disrupt the Windows PC Landscape?
Overview
At Computex 2026, Nvidia officially unveiled its N1X chip, marking the company’s entry into the Windows PC processor market. The N1X is positioned as a premium flagship System-on-a-Chip (SoC) for consumer laptops, while a mainstream version called the N1 was also introduced. Both chips are Arm-based CPUs and are branded under 'RTX Spark,' highlighting a strong focus on AI and graphics capabilities within the Windows on Arm ecosystem. These new SoCs are designed to power a wide range of consumer laptops, signaling Nvidia’s ambition to reshape the PC landscape with advanced AI and graphics performance.