Nebius shares surge as Nvidia plans to invest $2bn.


Shares of Netherlands-based Nebius surged on Wednesday after Nvidia said it was investing $2bn in the artificial intelligence cloud company.

  • Nvidia Corp.
  • 11 March 2026 15:06:28
Nvidia

Source: Sharecast

Nvidia announced a strategic partnership with Nebius to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises.

Nvidia said the partnership deepens the two companies’ relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius to accelerate the buildout of its industry-leading, full-stack AI cloud platform.

Under the terms of the partnership, the companies will collaborate on AI factory design and support, inference, AI infrastructure deployment and fleet management.

Nvidia founder and chief executive Jensen Huang said: "AI is at another inflection point - agentic AI, driving incredible compute demand and accelerating infrastructure buildout. 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. Together, we are scaling the cloud to meet the surging global demand for intelligence."

Nebius CEO Arkady Volozh said: "Nebius has been built for AI since day one - not adapted from a general-purpose cloud, but designed for what developers actually need.

"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."

At 1435 GMT, Nebius shares were up 15% at $111.16.


Exchange: New York Stock Exchange
Sell:
6,922.62
Buy:
6,996.51
Change: 81.14 ( 1.18 %)
Date:
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