Nebius Group (NBIS) shares are getting a nice bump in Tuesday’s premarket session after the company unveiled its Physical AI Living Lab — a program designed to give robotics startups a serious leg up by combining NVIDIA’s development tools with Nebius’s own AI cloud infrastructure.

The idea is simple: early-stage robotics companies often get stuck trying to build the infrastructure they need to train and test their robots. Nebius wants to change that. The Living Lab will run for six months, offering participants access to advanced simulation and synthetic data tools, plus NVIDIA’s RTX PRO 6000 Blackwell Server Edition GPUs. The goal is to help these startups go from simulation to real-world deployment faster and with fewer headaches.

Evan Helda, Head of Physical AI at Nebius, put it this way: “The Living Lab is built around that problem: founders get the full NVIDIA physical AI stack on Nebius AI Cloud and direct time with our engineers, so they spend time building robots, not assembling infrastructure. That proximity works both ways — working shoulder-to-shoulder with these teams sharpens how we run physical AI ourselves, and that feedback loop is exactly what we want to replicate as we bring the Lab to more cohorts and regions.”

This isn’t just a feel-good initiative. For investors, it signals that Nebius is positioning itself as a key player in the physical AI space — a market that’s still in its early days but has enormous potential. By nurturing a generation of robotics startups, Nebius is essentially creating future customers who will rely on its cloud infrastructure as they scale.

UK AI Expansion Plan

This robotics lab isn’t the only big news from Nebius this week. On Monday, the company said it would invest about £1.7 billion to expand its AI infrastructure in the UK, adding three new NVIDIA-powered deployments. The company’s four UK sites will have a combined capacity of 65 megawatts by 2027, supporting enterprise and agentic AI workloads.

The expansion builds on Nebius’s first UK deployment of NVIDIA Blackwell Ultra infrastructure, which launched back in November 2025. And it’s not just about building data centers — Nebius says UK customers like Revolut and Prima Mente are already using its platform. The company is also expanding its London AI research and commercial hub and hiring more engineering talent.

NBIS Technical Outlook: Momentum and Key Chart Levels

Nebius has been on a tear. Over the past 12 months, the stock is up a staggering 314.61%. Currently trading at $226.69, it’s sitting comfortably above its 20-day simple moving average (SMA) of $219.69 — a bullish sign. The 20-day SMA is about 2.9% above the current price, while the 50-day SMA is 29.2% below, suggesting strong upward momentum.

The Relative Strength Index (RSI) is at 53.00, which is neutral territory. That means the stock isn’t overbought or oversold, leaving room for further gains if the momentum continues. And the fact that the 20-day SMA is above the 50-day SMA confirms a short-term bullish trend.

Key resistance to watch: $233.50 — a level where rebounds could stall. Key support: $219.69 — the 20-day SMA, which could act as a cushion if the stock pulls back.

NBIS Analyst Price Targets

Wall Street is mostly bullish on Nebius. The stock carries a Buy rating with an average price target of $218.33. Here are some recent analyst moves:

• B of A Securities: Buy (Raised target to $280.00) on June 8
• BNP Paribas: Initiated with Neutral (Target $255.00) on June 2
• DA Davidson: Neutral (Target $250.00) on May 18

Interestingly, the average target of $218.33 is actually below the current price of $226.69, but that’s largely because some analysts have been slow to update their models. The most recent target from BofA at $280 suggests plenty of upside potential.

How NBIS Ranks on Value and Momentum

Looking at the scorecard, Nebius is a pure momentum play. Its Momentum score is 98.6 — meaning it’s outperforming the broader market by a wide margin. But its Value score is just 3.6, indicating the stock is trading at a steep premium relative to its peers.

The verdict? Nebius is a momentum-driven story. The stock is riding a wave of enthusiasm around AI infrastructure and robotics, but investors should be aware that the valuation is stretched. If the momentum stalls, the premium could become a liability.

NBIS Price Action

Nebius Group shares were up 4.59% at $228.00 during premarket trading on Tuesday, according to market data.

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