Nebius stock pops 10% on Nvidia $2 billion investment announcement
Jensen Huang, chief government officer of Nvidia Corp., speaks in the course of the 2026 CES occasion in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia introduced an growth of their strategic partnership to develop industrial and bodily AI options to convey AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg by way of Getty Images
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Shares of Nebius Group popped 10% on Wednesday after Nvidia introduced it is going to make investments $2 billion within the artificial intelligence cloudcompany.
As a part of the deal, the businesses will collaborate on AI infrastructure deployment, fleet administration, inference and AI manufacturing facility design and help, based on to release. Nvidia mentioned the investment displays its confidence in Nebius’ enterprise and engineering experience.
“Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated computing,” Nvidia CEO Jensen Huang mentioned in an announcement. “Together, we are scaling the cloud to meet the emerging global demand for intelligence.”
The announcement comes every week after Nvidia unveiled strategic partnerships with Lumentum and Coherentinvesting $2 billion in every firm. In December, Nvidia took a $2 billion stake in chip design agency Synopsys.
Nvidia too announced a “significant investment” in Mira Murati’s Thinking Machines Lab on Tuesday as a part of a brand new multiyear strategic partnership.
Nvidia contributed $30 billion to the $110 billion funding spherical that OpenAI introduced late final month, and it mentioned in November that it deliberate to take a position as much as $10 billion in Anthropic. Huang mentioned throughout a convention earlier this month that these investments might be the last time Nvidia invests in these corporations earlier than they go public.
Nvidia has been one of many largest benefactors of the AI increase as a result of it produces the graphics processing items, or GPUs, which are required to coach fashions and run giant AI workloads.
The chipmaker’s Wednesday announcement builds on Nebius’ ongoing efforts to deploy Nvidia’s infrastructure, together with in a number of gigawatt-scale AI factories within the US
“Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need,” Nebius CEO Arkady Volozh mentioned in an announcement. “Now with NVIDIA, we are extending that throughout the stack — from gigawatt-scale AI factories to inference and software — as we build one of the first and largest clouds for all AI builders everywhere.”
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