Nvidia Invests in Cloud Computing Company Nebius
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NBIS?
Source: Fool
- Portfolio Overview: As of Q4 2025, Nvidia's investment portfolio includes only five stocks, one being Nebius, with approximately 1.2 million shares valued at around $232 million, indicating a strategic interest in the cloud computing sector.
- Strategic Partnership: Nvidia has inked a $2 billion stock buy agreement with Nebius, granting the company early access to Nvidia's cutting-edge technology, thereby enhancing its competitiveness in the AI server market.
- Nebius Growth Potential: Nebius reported an annual run rate of $1.25 billion in 2025, with projections to grow to $7 billion to $9 billion by the end of 2026, reflecting strong demand and market prospects in AI cloud computing.
- Market Performance: Nebius has surged over 100% year-to-date in 2026, making it one of the hottest growth stocks in the market, with Nvidia's investment further validating its potential and attracting widespread investor interest.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 184.770
Low
130.00
Averages
164.20
High
211.00
Current: 184.770
Low
130.00
Averages
164.20
High
211.00
About NBIS
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Ecosystem Expansion: In 2026, Nvidia has already committed over $40 billion in investments across various public equities, indicating its dedication to building a comprehensive AI supply chain that ensures widespread application of its hardware and meets market demand.
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- Fee Structure: The management fee for the KraneShares ETF is 0.99%, while the ARKVX closed-end fund charges a hefty 2.75%, illustrating the cost differences among various investment vehicles, prompting investors to weigh fees against potential returns.
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- Industry Dynamics: Nvidia's $2 billion investment in Nebius highlights the intensifying competition in AI, which Cramer believes will drive growth for cloud infrastructure companies, while Cisco Systems' strong performance in the data center space will continue to attract investor attention.
See More
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- Upcoming Earnings Reports: Next week, several companies will report earnings, including Qnity Electronics and Cisco Systems; Cramer believes Qnity's strong performance will further support its stock price, while Cisco is gaining attention due to its robust data center business performance.
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