Nebius Group NV Shs Class-A-

NBIS: XNAS (USA)

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Neoclouds: Meta's Planned Entry Reaffirms Strong Demand for Cloud Infrastructure

Luke Yang

Jul 1, 2026

Bloomberg reported on July 1 that Meta is planning to enter the cloud infrastructure market by selling excessive artificial intelligence computing power that may put the company in direct competition with neocloud firms. Shares of CoreWeave, Nebius, and IREN were down 14%, 17%, and 5%, respectively.

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Nebius Group NV Shs Class-A-

Neoclouds: Meta's Planned Entry Reaffirms Strong Demand for Cloud Infrastructure

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