US stocks in motion: Computing power leasing remains hot, Nebius and CoreWeave both surge over 7%

Glonghui, July 20｜US-listed computing power rental companies Nebius and CoreWeave rose sharply at the opening, both up over 7%. In terms of news, Nebius recently secured $775 million in senior secured debt financing, which will be used to support the expansion of its AI cloud business without diluting existing shareholders' equity. In addition, from a broader perspective, Meta is in talks with Anthropic for a computing power rental agreement worth up to $10 billion, indicating that major tech companies are actively monetizing their AI infrastructure.