Key Points
Shares of Nebius Group (NASDAQ: NBIS) surged on Tuesday after Nvidia (NASDAQ: NVDA) disclosed a sizable stake in the cloud infrastructure specialist.
Image source: Getty Images.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Backed by an AI leader
In a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia said it owns 22,256,412 shares of Nebius via common stock and prefunded warrants. That amounts to a 9.3% equity stake in the data center operator, currently valued at about $5 billion.
Nvidia and Nebius announced a strategic partnership in March. The two companies are working together to deploy high-performance cloud computing infrastructure geared toward artificial intelligence (AI) workloads.
“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 compute,” Nvidia CEO Jensen Huang said at the time. “Together, we are scaling the cloud to meet the surging global demand for intelligence.”
The tech giants have an insatiable appetite for compute
Nvidia isn’t the only AI leader Nebius has partnered with. The neocloud provider has announced multibillion-dollar infrastructure deals with tech titans like Microsoft and Meta Platforms.
In all, Nebius has already secured over $40 billion in contracted revenue from its customers. With the AI boom still in its early innings, that figure is set to grow far larger in the coming years.
Should you buy stock in Nebius Group right now?
Before you buy stock in Nebius Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $364,562!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,247,668!*
Now, it’s worth noting Stock Advisor’s total average return is 894% — a market-crushing outperformance compared to 207% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 21, 2026.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
