US Stock Market Move | Cloud computing service provider Nebius (NBIS.US) sees strong stock performance, surging over 14%.

On Monday, cloud computing service provider stocks rallied, with Nebius (NBIS.US) surging over 14%, CoreWeave (CRWV.US) up over 13%, Salesforce, Inc. (CRM.US) rising over 7%, ServiceNow (NOW.US) climbing over 6%, and Oracle Corporation (ORCL.US) increasing nearly 3%. On the news front, on June 1st, NVIDIA Corporation (NVDA.US) founder and CEO Huang Renxun gave a keynote speech on AI at the Computex conference in Taipei, China. In terms of the bullish trajectory of the global AI computing power industry chain, the signal released by Huang Renxun's latest speech is very clear: there is no sign of a decline from the peak in demand for AI computing power infrastructure, but rather an expansion from single-point AI accelerators such as AI GPU/AI ASIC to the full-stack AI computing power infrastructure layer including data center CPUs, GPUs, network infrastructure, storage chips, data center power chain, liquid cooling systems, and so on. It is even accelerating towards the systematic expansion in the field of AI computing power at the underlying level of physical AI platforms such as AI Agents (i.e. AI intelligent agents), enterprise AI software operation/management systems around AI, PCs, smartphones, smart glasses, and humanoid robots such as Siasun Robot&Automation.