Nebius AI Cloud Expansion and Nvidia Stake Boost Stock Surge
Nebius (NBIS), an Amsterdam-based AI cloud infrastructure company, announced a partner-led expansion model where third-party operators finance and own data centers while Nebius provides software and sales, limiting its capital investment. The company also secured a billion-dollar AI compute deal with Reflection AI and saw its stock surge 7% after Nvidia disclosed a 9.3% stake, following a $2 billion investment. Nebius has multi-billion dollar agreements with Meta and Microsoft, targeting over 5 GW of capacity by 2030.
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Why Nebius Stock Soared Today
Shares of Nebius Group (NASDAQ: NBIS) surged on Tuesday after Nvidia (NASDAQ: NVDA) disclosed a 9.3% equity stake in the cloud infrastructure specialist, valued at about $5 billion. The stake, consisting of common stock and prefunded warrants, was revealed in an SEC filing. Nebius and Nvidia had announced a strategic partnership in March to deploy high-performance AI cloud infrastructure. Nebius has also secured multibillion-dollar deals with Microsoft and Meta Platforms, and has over $40 billion in contracted revenue. The article notes that while Nebius is a significant AI infrastructure player, it was not included in a recent Motley Fool list of top 10 stocks to buy now.
Nvidia Invests Nearly $4 Billion in Nebius, Boosting Stake 18-Fold in AI Cloud Infrastructure
Nvidia has invested nearly $4 billion to increase its stake in Nebius (NASDAQ:NBIS), a leading neocloud provider, by 18-fold. According to an SEC filing, Nvidia now owns roughly 9.3% of Nebius after acquiring over 21 million shares via a warrant in Q1 2026. Nebius offers GPU-as-a-service (GPUaaS) for AI and high-performance computing, reporting Q1 revenue of $399 million (up 684% year-over-year) and an annualized run rate of $1.92 billion for its core AI services. Nvidia CEO Jensen Huang recently praised Nebius as one of a select group of 'world-class AI clouds.' The newly acquired shares cannot be sold before September 11, 2026, signaling a long-term strategic commitment. The move underscores Nvidia's expansion into adjacent AI infrastructure sectors beyond chipmaking.
Nvidia Reveals 9.3% Stake in Nebius, Boosting NBIS Stock
Nebius (NBIS) stock rose on July 21, 2026, after an SEC filing revealed Nvidia (NVDA) holds a 9.3% stake in the neocloud operator, including 21.07 million shares from a pre-funded warrant tied to a $2 billion investment in March. The disclosure reenergized investors, providing a reprieve after NBIS shares fell 30% from their June high. Nvidia's stake reinforces Nebius as a key player in AI infrastructure, potentially funneling enterprise demand and accelerating access to cutting-edge architectures. Nebius reported an 8x revenue surge to $399 million in Q1, with long-term commitments like Meta's multi-billion-dollar deal and target annual recurring revenue of $7-9 billion by year-end. Freedom Capital upgraded NBIS to Buy following the pullback. Wall Street consensus is Moderate Buy with a mean price target of $238, implying nearly 10% upside.
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Nvidia Reveals a Big Stake in This AI Cloud Company, Sending Its Stock Soaring
Nvidia disclosed in a regulatory filing that it has built a 9.3% stake in Nebius, an Amsterdam-based AI infrastructure provider, causing Nebius shares to surge 19% to just under $217. Nvidia first disclosed a small stake in Nebius in early 2025 and announced a $2 billion investment in March. Nvidia CEO Jensen Huang said the two companies are deepening their partnership to scale cloud infrastructure for surging AI demand. Citi analysts remain bullish on Nebius, citing durable pricing and strategic value, with a $287 price target. Nebius shares have quadrupled over the past 12 months and are up about 160% year-to-date. Coreweave, a Nebius rival also backed by Nvidia, saw its stock jump 9%.
Nebius Stock Surges on Nvidia's 9.3% Stake Announcement
Shares of AI data center operator Nebius (NBIS) jumped 7% after chipmaker Nvidia (NVDA) disclosed a 9.3% stake in the company. Amsterdam-based Nebius, a leading European AI infrastructure provider, has previously received $2 billion from Nvidia, and the two firms collaborate on AI infrastructure, fleet management, and factory design. In March, Meta Platforms signed a long-term deal worth up to $27 billion for Nebius' AI computing power. Nvidia has been actively investing in AI firms, including contributing $30 billion to OpenAI's latest funding round and participating in Anthropic's $30 billion raise. Nebius recently raised $775 million in debt via a corporate bond sale. The stock has gained nearly 250% over the past year, reaching a market cap of $46 billion, and is up 110% year-to-date in 2026, trading at $196.52 per share.
Nebius Stock Jumps on News of Nvidia Stake
Nebius (NASDAQ: NBIS), a European AI data center operator, saw its stock rise 7% after Nvidia (NASDAQ: NVDA) disclosed a 9.3% stake in the company. Nvidia had previously invested $2 billion in Nebius, and the two firms collaborate on AI infrastructure, fleet management, inference, and factory design. In March, Meta Platforms signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure. Nvidia has been actively investing in leading AI companies, contributing $30 billion to OpenAI's recent funding round and participating in Anthropic's $30 billion equity raise in February. Earlier in July, Nebius raised $775 million through a corporate bond sale. Over the past 12 months, NBIS stock has gained nearly 250%, lifting its market capitalization to $46 billion, and is up 110% year-to-date in 2026, trading at $196.52 per share.
Nvidia discloses 9.3% stake in AI cloud company Nebius
Nvidia disclosed a 9.3% stake in Amsterdam-based AI cloud company Nebius, totaling approximately 22.26 million shares including shares tied to a warrant from Nvidia's $2 billion investment. The disclosure caused Nebius stock to climb 7% in premarket trading. Nebius, spun off from Russian search engine Yandex and listed on Nasdaq with a $46 billion market cap, is a neocloud company focused on AI workloads. The companies are collaborating on AI infrastructure, fleet management, and AI factory design. Nebius aims to exceed 5 gigawatts of computing capacity by 2030. In March, Meta signed a $27 billion long-term agreement with Nebius. Last week, Nebius raised $775 million in its first senior secured debt facility. Freedom Capital Markets upgraded Nebius to buy. Nvidia has made similar investments in Marvell, CoreWeave, and others, and participated in OpenAI's $110 billion round and Anthropic's $30 billion fundraise. Analysts have flagged increasing circularity in AI ecosystem financing.
Nvidia discloses 9.3% stake in AI cloud company Nebius
Nvidia disclosed a 9.3% stake in Amsterdam-based AI cloud company Nebius, totaling approximately 22.26 million shares, including shares tied to a warrant from Nvidia's $2 billion investment. The disclosure caused Nebius stock to rise 7% in premarket trading. Nebius, spun off from Russian search engine Yandex and listed on Nasdaq with a $46 billion market cap, is collaborating with Nvidia on AI infrastructure, fleet management, and AI factory design. Nebius aims to exceed 5 gigawatts of computing capacity by 2030. In March, Meta signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure. Last week, Nebius raised $775 million in its first senior secured debt facility. Freedom Capital Markets upgraded Nebius to buy. Analysts have noted increasing circularity in the AI ecosystem, with major players cross-investing in each other.
Nebius Stock Surges After Nvidia Discloses 9.3% Stake in Dutch Neocloud
Nebius shares surged 7% in premarket trading on Tuesday after Nvidia disclosed a 9.3% stake in the Dutch neocloud company via an SEC filing. The Amsterdam-based firm, a leading European provider of AI compute infrastructure, has seen its stock rise nearly 250% over the past year, reaching a market cap of $46 billion. Nvidia had previously announced a $2 billion investment in Nebius in March, with plans to collaborate on AI infrastructure deployment, fleet management, and AI factory design. Additionally, Meta signed a long-term agreement in March to spend up to $27 billion on Nebius' AI infrastructure. Nvidia has been actively building stakes in major AI companies, including contributing $30 billion to OpenAI's $110 billion funding round and participating in Anthropic's $30 billion raise.
Nebius Secures Billion-Dollar AI Compute Deal with Reflection AI; NBIS Stock Analysis
Nebius (NBIS), a neocloud company founded in 2024 with roots in Yandex, has signed a billion-dollar agreement with Reflection AI to provide AI compute through 2029 using Nvidia's GB300 chips. The deal represents annual revenues of approximately $290 million, about 55% of Nebius's 2025 total revenue. Nvidia holds an 8.3% stake in Nebius after a $2 billion investment and granted early access to its Rubin platform. Nebius has multi-billion dollar agreements with Microsoft and Meta. The company owns and operates its own data center infrastructure, including gigawatt-scale AI factories in the US, with plans to deploy over 5 gigawatts of Nvidia systems by 2030. NBIS stock has gained 136% year-to-date with a market cap of $53.3 billion. The article also discusses Nebius's full-stack AI cloud platform, adjacent businesses like TripleTen and Avride, and the competitive landscape against CoreWeave.
Nebius opens AI cloud stack to partner-owned data centers
Nebius (NASDAQ: NBIS) announced on July 15, 2026, that infrastructure partners can now deploy its full-stack AI cloud platform within their own data centers, adopting an asset-light model. Under this structure, partners finance and own the facilities and hardware, while Nebius provides systems architecture, hardware design, cloud software, and global sales. The company has signed initial arrangements but did not disclose partner identities, locations, capacity, or financial terms. This model supplements Nebius's direct expansion, which has grown contracted power from over 2 GW in 2025 to more than 3.5 GW in Q1 2026, targeting at least 4 GW in 2026. NVIDIA invested $2 billion in Nebius in March 2026. The company aims to bring over 5 GW of capacity online by 2030. Risks include finding suitable partners, financing shortfalls, and pricing pressure.
Nebius shares rise after unveiling partner-led AI cloud expansion strategy
Nebius (NASDAQ:NBIS) shares rose 2.75% on Wednesday after the AI cloud infrastructure company announced a new partnership model to expand its cloud platform through third-party data center operators while limiting its own capital investment. Under the program, infrastructure partners will finance, own, and operate data centers and hardware, while Nebius contributes its systems architecture, software platform, and supply chain expertise. The company will market the computing capacity through its own sales network and generate revenue through licensing fees, revenue-sharing agreements, commissions, and committed capacity arrangements. Nebius has already signed its first agreements under the new framework. CEO Arkady Volozh emphasized that the model allows partners to reach a wider customer base with better margins than conventional wholesale contracts. Partner-operated facilities will be integrated into Nebius' existing cloud capacity, ensuring consistent service quality for customers.