Key Highlights
- NVIDIA commits $2 billion to Nebius Group through private placement of 21 million Class A shares
- NBIS shares rose more than 10% during premarket hours following the announcement
- Strategic collaboration announced to build hyperscale AI cloud infrastructure
- Target set for deploying over 5 gigawatts of NVIDIA-powered capacity worldwide by 2030
- Nebius’s capital expenditure surged to $2.1 billion in Q4 2025 from previous year’s $416 million
On March 11, 2026, Nebius Group and NVIDIA revealed that the chip giant will pump $2 billion into the Amsterdam-headquartered AI cloud provider via a private placement involving pre-funded warrants for 21,065,936 Class A shares.
The transaction was structured as an exempt offering under United States securities regulations. NVIDIA faces a six-month restriction period preventing resale of the warrants and any shares acquired through them.
Shares of Nebius experienced a premarket surge exceeding 10% after the news broke. As of this writing, NBIS is trading approximately 1.57% higher for the day.
The infusion of capital will enable Nebius to advance its comprehensive AI cloud platform and construct new data centers from the ground up.
Beyond the financial injection, both organizations unveiled a strategic alliance to jointly develop cutting-edge hyperscale AI cloud infrastructure. The partnership encompasses AI factory architecture, inference and agentic AI frameworks, multi-generation NVIDIA hardware rollouts, and fleet optimization technologies.
Ambitious 5GW Deployment Goal
The collaboration establishes a bold objective: Nebius targets deploying over 5 gigawatts of NVIDIA-powered infrastructure worldwide before 2030 concludes. This capacity matches the electrical requirements of approximately 4 million American homes.
Jensen Huang, CEO of NVIDIA, remarked on the transaction: “Nebius is building an AI cloud designed for the agentic era,” further noting that this partnership will enable Nebius to expand and address escalating worldwide demand.
Nebius belongs to the emerging “neocloud” category, alongside companies like Coreweave, which have been establishing themselves through significant AI infrastructure agreements. Unlike conventional hyperscale providers, neocloud companies concentrate on serving technology clients with infrastructure specifically optimized for AI computing demands.
NVIDIA Expands Its Investment Strategy
This transaction represents another addition to NVIDIA’s growing portfolio of AI company and infrastructure investments. In the previous year, the semiconductor manufacturer committed to providing at least 10 gigawatts of its systems for OpenAI, followed by announcing a $30 billion investment in that company.
This investment approach has attracted attention. Given that numerous NVIDIA investment recipients are simultaneously its clients, market observers have questioned the potentially circular dynamics of these deals.
Nebius’s capital expenditure has experienced rapid acceleration. The company disclosed $2.1 billion in capex during the December quarter, representing a substantial increase from the $416 million reported in the corresponding period one year earlier.
The latest analyst assessment for NBIS recommends a Buy rating with a $130 price target. The company’s current market capitalization is approximately $24.27 billion.
NBIS experiences average daily trading volume of roughly 12.5 million shares.
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