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Nebius is expanding its infrastructure by 65MW across three UK sites by fiscal year 2027, expecting to generate $546 million in additional revenue. The company benefits from growing enterprise demand for cost-effective open-source AI models, leveraging its optimized cloud stack and competitive pricing against major hyperscalers. Rising Nvidia GPU rental prices and short contracts could push Nebius's gross margins above 80%. Despite trading at a premium valuation requiring aggressive growth, technical analysis shows a strong long-term uptrend with good entry points for investors.