Amsterdam-based Nebius is emerging as one of the fastest-growing players in AI infrastructure, combining custom hardware, vertically integrated data centers, and sustainability leadership. With 270% stock growth since its 2024 IPO and a market cap of $12.65B, Nebius is betting that building everything—from servers to cloud APIs—in-house will outmaneuver hyperscalers and cloud resellers in the AI arms race.

AI's rapid ascent faces a major hurdle: the infrastructure supporting it. Kevin Pang, an innovation strategist, highlights that hyperscale AI data centers take 3-6 years and $700M-$1.2B to build. Powering these behemoths is a huge challenge; the US grid's slow growth and increasing demand from AI and EVs are creating bottlenecks. Onsite power generation is also becoming crucial, signaling a shift in energy strategy. The AI revolution hinges on tangible resources, making energ

As AI booms, it’s the data centers and cloud providers like CoreWeave that could emerge as the real winners—just like the merchants of the Gold Rush.

SWI Group and Max-Hervé George bet on Europe’s AI boom includes a massive new UK data centre—highlighting how critical infrastructure is racing to keep up with AI demand.