GPU Loan Boost

Nebius Group (NASDAQ:NBIS) saw its shares climb 8% after securing a $775 million GPU‑backed loan, a move that directly offsets a 14% plunge on Thursday. The debt facility allows Nebius to finance $22.5 billion of planned capital expenditures through 2026 without issuing new equity, addressing earlier dilution concerns. The company also highlighted additional contracted revenue from investment‑grade customers, including Microsoft and Meta Platforms, and reaffirmed its NVIDIA‑backed GPU fleet, with the anchor investment validating the infrastructure. Despite the rally, analysts note the firm’s 70‑x trailing P/E ratio and newly secured leverage as potential risk factors, and investors will look to the Q2 FY2026 report for capacity milestones.