On August 25, NEBIUS rose 3.31% in regular trading, trading at $219.41/share, with turnover of $345 million. The stock rebounded from a roughly 14% cumulative pullback driven by prior dilution concerns, as two major catalysts converged.

On the news front, Nvidia announced that its Groq 3 LPX rack-level system has entered full production, featuring 256 Groq 3 chips optimized for low-latency AI inference. The first batch of systems will be deployed at Nebius data centers, and the company plans to integrate them into its Token Factory production inference platform. Separately, Nebius confirmed the successful closing of its $5.75 billion convertible senior notes private offering, with initial buyers exercising their overallotment options in full. The notes comprise $3.45 billion due 2030 at 0.50% interest with approximately 40% conversion premium, and $2.3 billion due 2034 at 4.50% with approximately 45% conversion premium. Net proceeds will fund data center construction, GPU procurement, and AI cloud platform development.

The removal of issuance uncertainty combined with the Nvidia hardware partnership triggered a capital reflow into the stock after its extended pullback.

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