Nvidia Discloses 9.3% Stake in Nebius as Stocks Surge 7%

Nvidia disclosed a 9.3% stake in Nebius on Tuesday, sending the Amsterdam-based neocloud company's stock up 7% in premarket trading. The stake disclosure comes as Nebius has emerged as one of Europe's leading neoclouds providing AI compute infrastructure. Nebius stock has gained nearly 250% in the past 12 months amid the AI infrastructure boom, with its market cap standing at $46 billion as of Tuesday morning.

Nvidia and Nebius Announce AI Infrastructure Collaboration

Nvidia previously announced it would invest $2 billion in the Dutch company, which is listed on the Nasdaq. As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support. The collaboration reflects Nebius' position as a key player in Europe's AI compute market, having inked multiple deals with tech giants in 2026.

Meta Signs $27 Billion Agreement with Nebius

In March, Meta signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure. This agreement represents one of the largest AI infrastructure commitments disclosed in the sector and underscores the massive infrastructure spending occurring across major technology companies.

Nvidia Expands AI Investment Portfolio with OpenAI and Anthropic Stakes

Nvidia has been building up stakes in some of the world's most promising AI companies in recent years. The chip giant contributed $30 billion to the $110 billion funding round that OpenAI announced in March, and participated in Anthropic's $30 billion raise in February. These investments position Nvidia across multiple layers of the AI technology stack, from infrastructure providers like Nebius to frontier AI model developers.

FAQ

What stake did Nvidia disclose in Nebius? Nvidia disclosed a 9.3% stake in Nebius on Tuesday. The disclosure sent Nebius stock up 7% in premarket trading, adding to the company's 250% gain over the past 12 months.

How much did Nvidia previously invest in Nebius? Nvidia previously announced it would invest $2 billion in Nebius. As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support.

What other major AI investments has Nvidia made? Nvidia contributed $30 billion to OpenAI's $110 billion funding round announced in March and participated in Anthropic's $30 billion raise in February. The company has been building up stakes in some of the world's most promising AI companies in recent years.