最新报道:Nebius Group secured a $17.4 billion contract with Microsoft to supply GPU capacity for AI infrastructure through 2031, with an option to expand to $19.4 billion. Nebius shares surged nearly 50% intraday, reaching a 52-week high of $98.68. The rally spread across crypto mining stocks, with Bitfarms and Cipher Mining up 22% and 20%, respectively. The deal highlights the growing role of mining firms in supporting AI development, shifting investor focus from crypto prices to computing infrastructure utility.