Nebius chooses Kao Data's Harlow campus for major AI infrastructure deployment

Rhea-AI Summary

Nebius (NASDAQ:NBIS) has selected Kao Data's Harlow campus for a multi-megawatt AI infrastructure deployment. The 22MW, 10-year agreement will host the Nebius AI Cloud platform and Nebius Token Factory, supporting UK academic, research and enterprise AI workloads.

The Harlow campus uses 100% renewable energy, HVO-powered generators and direct-to-chip liquid cooling to reduce water usage, aligning with Nebius's sustainable AI strategy. This deployment forms part of Nebius's previously announced £1.7 billion UK investment to expand domestic compute capacity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Positive

• 22MW AI infrastructure deployment under a 10-year agreement at Kao Data's Harlow campus
• Nebius AI Cloud and Token Factory gaining dedicated UK capacity for inference workloads
• Deployment powered by 100% renewable energy and HVO-backed generators
• Use of direct-to-chip liquid cooling to minimise water usage
• Part of Nebius's £1.7 billion investment into the UK compute infrastructure

Negative

• None.

News Market Reaction – NBIS

-0.26%

67 alerts

-0.26% News Effect

-4.6% Trough in 20 hr 10 min

-$157M Valuation Impact

$60.29B Market Cap

0.2x Rel. Volume

On the day this news was published, NBIS declined 0.26%, reflecting a mild negative market reaction. Argus tracked a trough of -4.6% from its starting point during tracking. Our momentum scanner triggered 67 alerts that day, indicating high trading interest and price volatility. This price movement removed approximately $157M from the company's valuation, bringing the market cap to $60.29B at that time.

Data tracked by StockTitan Argus on the day of publication.

What This Means

This announcement adds a 22 MW, 10-year UK deployment to Nebius’s growing AI infrastructure footprin...

Analysis

This announcement adds a 22 MW, 10-year UK deployment to Nebius’s growing AI infrastructure footprint, forming part of a broader £1.7 Billion UK investment. It reinforces themes seen in prior AI-tagged news: large-scale capacity build-outs, geographic diversification, and sustainability via 100% renewable power and advanced liquid cooling. Investors may watch how these long-term commitments translate into utilization, margins, and follow-on partnerships across Nebius’s AI cloud stack.

Key Figures

Pre-news price change: -12.27% Current price: $227.81 Agreement term: 10 years +5 more

8 metrics

Pre-news price change -12.27% 24h move before this article

Current price $227.81 As of latest pre-article market data

Agreement term 10 years Nebius–Kao Data AI infrastructure agreement

Deployment capacity 22 MW AI infrastructure deployment at Kao Data’s Harlow campus

UK investment £1.7 Billion Nebius investment into the UK including this deployment

Renewable energy share 100% Kao Data Harlow campus energy source

52-week high $278.8399 Pre-article trading range

52-week low $41.3999 Pre-article trading range

Previous AI Reports

5 past events · Latest: May 12 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
May 12	AI infrastructure build	Positive	-3.8%	Broke ground on gigawatt-scale AI factory campus in Missouri.
Apr 16	AI cloud partnership	Positive	-0.9%	TD SYNNEX launched dedicated NVIDIA HGX B300 clusters on Nebius AI Cloud.
Mar 31	AI factory expansion	Positive	+12.5%	Announced 310 MW AI factory in Finland with sustainability features.
Mar 26	AI platform upgrade	Positive	-7.9%	Launched Nebius AI Cloud 3.5 with serverless AI and new GPUs.
Mar 17	Security partnership	Positive	-10.4%	Partnered with CrowdStrike to integrate Falcon security into Nebius AI Cloud.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

AI-tagged headlines are generally positive but have often coincided with negative next-day moves, with only one of five events showing a positive price reaction.

Recent Company History

Over recent months, Nebius has focused heavily on AI infrastructure and platform expansion, including a gigawatt-scale AI factory in Missouri on May 12, 2026, a planned 310 MW AI factory in Finland announced on Mar 31, and multiple AI cloud and security partnerships. Product updates like Nebius AI Cloud 3.5 and integrations with partners expanded the AI stack. Today’s 22MW, 10-year UK deployment continues this strategy of large-scale, sustainability-focused AI capacity growth.

Historical Comparison

-2.1% avg move · AI-tagged headlines for Nebius have averaged a -2.1% next-day move, with most positive infrastructur...

AI

-2.1%

Average Historical Move AI

AI-tagged headlines for Nebius have averaged a -2.1% next-day move, with most positive infrastructure and platform updates still followed by negative reactions, framing this new 22MW UK AI deployment within a volatile response pattern.

AI-tagged history shows rapid build-out: large AI factories in Missouri and Finland, enhanced AI cloud services, and security partnerships. The new 22MW UK deployment extends this progression into another region with a long-term, sustainability-focused capacity commitment.

Regulatory & Risk Context

Short Interest: 20.88%

Short Interest

20.88% of shares outstanding

as of 2026-05-29 Days to cover: 2.56

Key Terms

gpu-accelerated computing, direct-to-chip liquid cooling, inference workloads, ai cloud, +2 more

6 terms

gpu-accelerated computing technical

"a leading European hub for industrial-scale AI research, enterprise and GPU-accelerated computing."

GPU-accelerated computing uses graphics processors—chips with many small cores—to perform large numbers of similar calculations at once, speeding up tasks like machine learning, data analysis, and complex simulations. For investors, it matters because companies that adopt GPU acceleration can process data faster, enable new products or services, and reduce time-to-market or operating costs, all of which can affect revenue potential, margins, and capital spending decisions.

direct-to-chip liquid cooling technical

"its KLON-03 facility using the latest advancements in energy efficient, direct-to-chip liquid cooling to minimise water usage"

A cooling method that pumps liquid directly over the surface of a computer chip (processor or graphics unit) using a fitted plate, removing heat more efficiently than air or indirect systems. Think of it like a water jacket on an engine: keeping the hottest part cooler lets the equipment run faster, longer, and in a smaller space, which can lower energy and space costs and enable higher-performance products—factors that affect operating margins, capital needs, and adoption potential for companies and data centers.

inference workloads technical

"By bringing dedicated capacity to support inference workloads, we can enable UK AI builders"

Inference workloads are the computing tasks where a trained machine learning model is used to make predictions or decisions in real time, like a chef using a recipe to prepare dishes for arriving customers. For investors, they matter because these tasks drive the ongoing cost, speed and scalability of AI-powered products — influencing infrastructure spending, user experience, and the ability of a business to monetize its technology efficiently.

ai cloud technical

"Nebius (NASDAQ: NBIS), the leading AI cloud company, at its Harlow data centre campus."

AI cloud is remote computing equipment and software delivered over the internet that’s specifically set up to build, run and scale artificial intelligence applications — providing powerful computers, large data storage and ready-made AI tools on demand. It matters to investors because businesses that use or sell AI cloud can develop products faster, lower upfront costs and expand capacity quickly, much like renting a high‑powered workshop instead of buying all the machines, which can affect growth and profitability.

high-performance computing (hpc) technical

"perfectly suited to AI and high-performance computing (HPC) systems."

High-performance computing (HPC) involves using powerful computers to process complex data and run large-scale calculations much faster than regular computers. It helps organizations solve challenging problems, such as predicting market trends or analyzing scientific data, enabling quicker decision-making. For investors, HPC can highlight advancements in technology and innovation that may impact various industries and market opportunities.

nvidia cloud partner technical

"A Reference Platform NVIDIA Cloud Partner, Nebius is building a full-stack AI cloud platform"

A NVIDIA Cloud Partner is a cloud computing company or service provider that integrates NVIDIA’s processors and software into its online computing offerings, so customers can rent powerful graphics and AI-capable hardware over the internet instead of buying it. For investors, such partnerships signal wider distribution and commercial validation of NVIDIA’s technology, potentially expanding revenue channels and accelerating adoption of high-margin cloud services much like a brand getting shelf space in major stores.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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• 10-year agreement will directly support AI innovation in the UK's leading academic and research communities, aligned with the goals of the Government's AI Opportunities Action Plan.
• Reinforces Kao Data's Harlow campus as a leading hub for industrial-scale AI research, enterprise and AI cloud computing via one of the UK's largest AI cloud deployments.
• Powered by 100% renewable energy and using direct-to-chip liquid cooling to minimise water usage, the deployment at Kao Data reinforces Nebius's approach to sustainability.

LONDON, June 8, 2026 /PRNewswire/ -- Kao Data, the specialist developer and operator of data centres engineered for AI and advanced computing, has today announced a multi-megawatt (MW) AI infrastructure deployment with Nebius (NASDAQ: NBIS), the leading AI cloud company, at its Harlow data centre campus.

The 22MW, 10-year agreement will support AI innovation within the UK's world-leading academic and research communities, and the roll-out of the Government's AI Opportunities Action Plan - reinforcing Kao Data's Harlow campus as a leading European hub for industrial-scale AI research, enterprise and GPU-accelerated computing.

Today Nebius is one of the fastest-growing, global leaders in AI cloud computing. Its innovative Nebius AI Cloud platform and managed inference service, Nebius Token Factory, will be hosted within Kao Data's Harlow campus, which is one of the UK's most advanced computing environments, specifically engineered for AI.

Crucially, with Kao Data's Harlow campus powered by 100% renewable energy, supported by HVO-powered generators, and its KLON-03 facility using the latest advancements in energy efficient, direct-to-chip liquid cooling to minimise water usage, the data centre campus will ensure Nebius's UK infrastructure is aligned with the company's approach to sustainable AI.

Speaking on the announcement, Spencer Lamb, CEO, Kao Data, said, "Today marks a significant milestone in the evolution of the Kao Data portfolio and a landmark moment in the UK's AI ambitions. Nebius is an impressive global AI cloud operator, and we are delighted to welcome such a significant deployment into our Harlow data centre campus. This partnership proves that despite challenging macroeconomic circumstances, demand for industrial scale, UK-based, cutting-edge AI remains high, with Kao Data the perfect platform for the latest AI workloads."

"We're pleased to be continuing our expansion in the UK with Kao Data," said Andrey Korolenko, Chief Product and Infrastructure Officer at Nebius. "The UK is a major destination for AI and is becoming an important part of Nebius's global footprint. By bringing dedicated capacity to support inference workloads, we can enable UK AI builders and enterprises to achieve their AI goals."

A Reference Platform NVIDIA Cloud Partner, Nebius is building a full-stack AI cloud platform for developers and companies — from data and model training to production deployment. Part of the capacity at Kao Data will be dedicated to Nebius Token Factory, a production-scale inference platform that enables AI companies and digital enterprises to deploy and optimise open AI models at scale.

The new 22MW deployment at Kao Data also forms part of Nebius' £1.7 Billion investment into the UK, which was announced this morning — further highlighting Nebius's role in enhancing the country's domestic compute capacity by enabling British organisations and industry to harness the power of AI to drive economic growth via one of the UK's largest AI cloud deployments.

Kao Data's Harlow data centre campus, which is home to the UK's largest cluster of advanced AI, academic research and life science computing workloads, combines world-class infrastructure with a strong sustainability profile that make it perfectly suited to AI and high-performance computing (HPC) systems.

With data centres set to be developed in Park Royal, West London, Greater Manchester and further capacity in Harlow during the coming years, Kao Data is committed to providing the industrial-scale computing power that underpins the UK Government's sovereign AI ambitions.

About Kao Data 

Kao Data leads the industry, pioneering the development and operation of UK and European data centres engineered for AI and advanced computing. With hyperscale-inspired facilities east and west of London, and northern England's largest data centre planned for Greater Manchester, we are home to technology's most demanding computing infrastructure. 

Its award-winning, NVIDIA DGX-Ready certified data centres are designed, engineered, and operated by one of the industry's most respected teams. Together, this provides colocation customers deploying mission-critical AI, enterprise, and cloud workloads with a secure, scalable, and sustainable compute environment, backed by a guarantee of 100% uptime. 

Kao Data's data centre portfolio includes more than 237 MW of IT load, either currently operational, under development or planned – all of which is under-pinned by the highest energy efficiency, sustainability and ESG credentials. 

Backed by leading international investors, and with several pioneering 'industry firsts' to our name, Kao Data represents the future in industrial scale, high-capacity data centres for AI and the next generation of compute. 

Kaodata.com 

View original content:https://www.prnewswire.com/news-releases/nebius-chooses-kao-datas-harlow-campus-for-major-ai-infrastructure-deployment-302794086.html

SOURCE Kao Data

FAQ

What did Nebius (NASDAQ:NBIS) announce about its AI deployment at Kao Data in June 2026?

Nebius announced a 22MW, 10-year AI infrastructure deployment at Kao Data's Harlow campus. According to Nebius, this capacity will host Nebius AI Cloud and Token Factory, supporting UK academic, research and enterprise AI workloads with industrial-scale GPU-accelerated computing.

How large is the Nebius AI infrastructure deployment at Kao Data's Harlow campus?

The deployment at Kao Data's Harlow campus is 22 megawatts of AI infrastructure. According to Kao Data, this multi-MW capacity will support inference workloads, industrial-scale AI research and enterprise GPU computing within one of the UK's most advanced AI-focused data centre environments.

How does the Nebius and Kao Data agreement support UK AI research and universities?

The agreement provides dedicated AI cloud capacity for UK academic and research communities. According to Nebius and Kao Data, the 22MW deployment helps deliver GPU-accelerated computing that aligns with the UK Government's AI Opportunities Action Plan and broader sovereign AI ambitions.

What sustainability features are included in Nebius’s AI deployment at Kao Data Harlow?

The deployment uses 100% renewable energy and HVO-powered backup generators. According to Kao Data, its KLON-03 facility employs direct-to-chip liquid cooling, which is designed to improve energy efficiency and minimise water usage, aligning with Nebius's sustainable AI infrastructure approach.

How does the Kao Data deployment fit into Nebius’s £1.7 billion UK investment plan?

The 22MW Harlow deployment forms part of Nebius’s previously announced £1.7 billion UK investment. According to Nebius, this investment aims to expand domestic compute capacity, enabling British organisations to harness large-scale AI cloud resources to support economic growth.

What AI services will Nebius run from Kao Data's Harlow data centre campus?

Nebius will run its Nebius AI Cloud platform and Nebius Token Factory managed inference service. According to Nebius, part of the capacity will support production-scale inference, allowing AI companies and digital enterprises to deploy and optimise open AI models at scale.