Nebius (NBIS) Stock Climbs 10% Following NVIDIA’s $2B Strategic Investment

Key Takeaways

• NVIDIA commits $2 billion to Nebius Group through a private placement deal involving 21 million Class A shares
• Shares of Nebius spiked more than 10% during premarket hours following the announcement
• Strategic collaboration aims to build hyperscale AI cloud infrastructure for next-generation workloads
• Target deployment of over 5 gigawatts of NVIDIA-powered capacity worldwide before 2030 concludes
• Capital expenditures at Nebius reached $2.1 billion in Q4 2025, a significant increase from $416 million year-over-year

On March 11, 2026, Nebius Group and NVIDIA unveiled plans for a substantial $2 billion investment by the chip giant into the Amsterdam-headquartered AI cloud infrastructure provider. The transaction involves pre-funded warrants for 21,065,936 Class A shares.

Structured as an exempt offering under U.S. securities regulations, the agreement includes a six-month lock-up period restricting NVIDIA from reselling the warrants or underlying equity.

Shares of Nebius experienced a substantial premarket rally, climbing over 10% immediately after the news broke. As of current trading, NBIS has gained approximately 1.57%.

Nebius Group N.V., NBIS

The infusion of capital will be directed toward advancing Nebius’s comprehensive AI cloud platform and constructing new purpose-built data centers from the ground up.

Beyond the financial injection, both companies revealed a strategic alliance focused on co-creating cutting-edge hyperscale AI cloud systems. The partnership encompasses AI factory architecture, inference optimization, agentic AI technology stacks, deployment of multiple generations of NVIDIA hardware, and sophisticated fleet management solutions.

Ambitious 5GW Deployment Goal

The collaboration establishes a bold objective: Nebius intends to roll out more than 5 gigawatts of NVIDIA-powered infrastructure across global markets by 2030’s conclusion. This capacity represents enough electrical power to supply over 4 million typical American homes.

Nebius belongs to an emerging category of “neocloud” providers, which includes companies like Coreweave, that have secured prominent positions through substantial AI infrastructure agreements. Unlike established hyperscalers, these neoclouds concentrate on serving technology companies with infrastructure optimized specifically for artificial intelligence applications.

NVIDIA Expands Its Investment Strategy

This transaction represents another addition to NVIDIA’s broadening portfolio of AI-focused investments. Previously, the semiconductor manufacturer committed to providing at least 10 gigawatts of computing systems for OpenAI, followed by a $30 billion investment in the AI research organization.

This investment approach has attracted attention from industry observers. Given that numerous NVIDIA investment recipients also purchase the company’s products, questions have emerged regarding potential conflicts of interest in these reciprocal arrangements.

Capital expenditures at Nebius have accelerated dramatically. The company disclosed $2.1 billion in capex during the December quarter, representing a substantial jump from the $416 million recorded in the corresponding period one year earlier.

The latest analyst assessment for NBIS recommends a Buy rating with a $130 price objective. Nebius currently maintains a market capitalization of roughly $24.27 billion.

Daily trading volume for NBIS averages approximately 12.5 million shares.

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