Nebius Group N.V. NBIS and IREN Limited IREN are capitalizing on the rapidly growing demand for AI computing infrastructure. The increasing adoption of generative AI, agentic AI and inference applications is driving substantial demand for high-performance GPUs, data centers and scalable cloud platforms. However, the availability of power, land and data center capacity remains a major constraint, as physical infrastructure takes years to develop while AI workloads continue to expand rapidly. Growing demand from hyperscalers, AI developers and enterprises, coupled with limited near-term computing capacity, is creating significant growth opportunities for AI infrastructure providers and supporting favorable pricing trends.
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