Key Highlights
- NVIDIA commits $2 billion to Nebius Group through a private placement deal involving 21 million Class A shares
- Shares of Nebius rose more than 10% during premarket hours following the announcement
- Both firms unveiled a strategic alliance focused on building hyperscale AI cloud infrastructure
- The Amsterdam-based company targets deployment of over 5 gigawatts of NVIDIA-powered infrastructure worldwide by 2030
- Capital expenditure at Nebius surged to $2.1 billion in Q4 2025, a significant increase from $416 million year-over-year
On March 11, 2026, Nebius Group and NVIDIA revealed that the chipmaker giant will pour $2 billion into the Amsterdam-headquartered AI cloud infrastructure provider via pre-funded warrants for 21,065,936 Class A shares.
The transaction was structured as an exempt offering under U.S. securities regulations. NVIDIA faces a six-month restriction on selling the warrants or any shares obtained through them.
Shares of Nebius experienced a significant uptick, climbing over 10% in pre-market activity after the news broke. As of current trading, NBIS has gained approximately 1.57%.
The AI cloud company intends to deploy the funding toward advancing its comprehensive AI cloud platform and constructing new data center facilities from the ground up.
In conjunction with the financial commitment, both organizations revealed a strategic collaboration to jointly develop cutting-edge hyperscale AI cloud infrastructure. This partnership encompasses AI factory architecture, inference and agentic AI technology stacks, multi-generational NVIDIA hardware rollouts, and advanced 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 the globe before 2030 ends. This capacity matches the electrical consumption of over 4 million American homes.
Jensen Huang, NVIDIA’s Chief Executive Officer, weighed in on the partnership: “Nebius is building an AI cloud designed for the agentic era,” further noting that this alliance will enable Nebius to expand and address the explosive worldwide demand.
Nebius belongs to an emerging category of “neocloud” providers, including Coreweave, that have been capturing market share through significant AI infrastructure agreements. These neoclouds differentiate themselves from conventional hyperscalers by concentrating on technology-focused clients and providing infrastructure optimized exclusively for artificial intelligence operations.
NVIDIA Expands Its Investment Footprint
This transaction represents another addition to NVIDIA’s broadening portfolio of AI sector investments and infrastructure commitments. In the previous year, the semiconductor manufacturer committed to deploying no less than 10 gigawatts of its hardware for OpenAI, subsequently announcing a $30 billion capital injection into the AI startup.
This investment strategy has attracted attention from industry observers. Given that numerous NVIDIA investment recipients also function as its customers, financial analysts have questioned whether these arrangements create circular relationships.
Capital expenditures at Nebius have escalated dramatically. The firm 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 Wall Street assessment for NBIS carries a Buy recommendation with a $130 price objective. The company’s current market capitalization is valued at roughly $24.27 billion.
NBIS maintains an average daily trading volume of approximately 12.5 million shares.
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