Nebius chooses Kao Data's Harlow campus for major AI infrastructure deployment
Kao Data (UK) said it will deploy a 22MW AI infrastructure at its Harlow data centre campus under a 10-year agreement with Nebius (NASDAQ: NBIS). The capacity will host Nebius AI Cloud and its Nebius Token Factory for inference workloads, supporting UK academic and research AI initiatives. Kao Data said the site uses 100% renewable power and direct-to-chip liquid cooling to reduce water use.
The contract expands Nebius’s UK inference capacity and reinforces its AI-cloud footprint, potentially supporting future revenue visibility.
Nebius signed a 22MW, 10-year AI infrastructure agreement to host its Nebius AI Cloud and Token Factory at Kao Data’s Harlow campus.
Mildly positive near-term sentiment for NBIS on deal/expansion optics; magnitude likely limited without disclosed financial terms.
Background
Kao Data operates AI-engineered data centers; Nebius is positioning as an AI cloud provider with managed inference services.
Why it matters
A multi-megawatt, decade-long hosting agreement for Nebius’s AI Cloud and Token Factory increases dedicated UK inference capacity and strengthens the sustainability narrative around AI infrastructure.
Market relevance
Deal confirms continued UK AI compute buildout and expands Nebius’s hosted inference footprint, which can influence AI-cloud sentiment and capacity expectations.
Market effects
Reinforces ongoing hyperscale-style demand for UK-based AI compute and sustainable data-center capacity (renewables + liquid cooling).
Highlights Harlow as a growing UK AI compute hub, potentially attracting additional AI workloads and related infrastructure spend.
Adds to the broader AI-cloud capacity buildout trend, with sustainability and water minimization as differentiators.
Alternative perspectives
Without disclosed contract economics (pricing, utilization, ramp schedule), the deal may be more strategic branding than near-term earnings catalyst.
Traders may need to monitor whether the 22MW ramps quickly to utilization targets and how much incremental capacity is already contracted/financed by Kao Data versus Nebius.
Key entities
- data center operatorKao Data
UK/European AI-focused data center developer and operator hosting the deployment at its Harlow campus.
- AI cloud companyNebius
AI cloud provider whose Nebius AI Cloud platform and Token Factory will be hosted at Kao Data’s Harlow site.
- data center siteHarlow campus
Kao Data’s UK hub for advanced AI and HPC workloads, powered by 100% renewable energy and direct-to-chip liquid cooling.
