Key Highlights
- NVIDIA commits $2 billion to Nebius Group through private placement of 21 million Class A shares
- Nebius shares rose over 10% in premarket trading following the announcement
- Strategic partnership established to co-develop hyperscale AI cloud infrastructure
- Target set for deploying over 5 gigawatts of NVIDIA-based capacity worldwide by 2030
- Nebius Q4 2025 capital expenditures reached $2.1 billion, compared to $416 million year-over-year
On March 11, 2026, Nebius Group and NVIDIA revealed that the chip giant would commit $2 billion to the Amsterdam-headquartered AI cloud infrastructure company. The investment involves a private placement of pre-funded warrants for 21,065,936 Class A shares.
Nvidia will invest $2 billion in Nebius as part of a strategic partnership to develop and build AI data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. https://t.co/3QmGOYI4of
— Bloomberg (@business) March 11, 2026
The transaction qualifies as an exempt offering under U.S. securities regulations. NVIDIA faces a six-month restriction period on reselling the warrant or any shares acquired through it.
Shares of Nebius climbed more than 10% during premarket hours after the announcement. Current trading shows NBIS up approximately 1.57% for the session.
The capital infusion will support Nebius’s development of its comprehensive AI cloud platform and fund construction of new greenfield data center facilities.
Beyond the financial commitment, both organizations entered into a strategic alliance to jointly develop next-generation hyperscale AI cloud infrastructure. The collaboration encompasses AI factory architecture, inference and agentic AI technology stacks, multi-generation NVIDIA hardware integration, and fleet management solutions.
Ambitious 5GW Deployment Goal
The partnership establishes a bold objective: Nebius targets deployment of over 5 gigawatts of NVIDIA-powered capacity across global markets by 2030’s conclusion. This capacity matches the electricity requirements of approximately 4 million American homes.
NVIDIA CEO Jensen Huang addressed the partnership, stating: “Nebius is building an AI cloud designed for the agentic era,” emphasizing that the collaboration will enable Nebius to scale operations and address rapidly growing worldwide demand.
Nebius belongs to the emerging “neocloud” category of providers, which includes Coreweave among others, gaining momentum through significant AI infrastructure agreements. Neoclouds differentiate themselves from traditional hyperscalers by concentrating on technology sector clients and providing capacity optimized for AI computing needs.
NVIDIA’s Expanding Investment Strategy
This commitment extends NVIDIA’s growing portfolio of investments in AI companies and infrastructure ventures. In the previous year, the semiconductor manufacturer committed to deploying a minimum of 10 gigawatts of its systems for OpenAI, followed by announcing a $30 billion investment in the AI startup.
This investment approach has attracted attention from market observers. Given that numerous NVIDIA investment recipients also purchase its products, analysts have questioned the cyclical characteristics of these business relationships.
Nebius’s capital expenditures have accelerated dramatically. The company disclosed $2.1 billion in capex for the December quarter, representing a substantial increase from $416 million during the corresponding period one year earlier.
The latest analyst assessment for NBIS recommends a Buy rating with a $130 price target. Current market capitalization approximates $24.27 billion.
Average daily trading volume for NBIS tracks at roughly 12.5 million shares.
