Nvidia Reveals 9.3% Stake in Nebius
Nvidia disclosed a 9.3% ownership stake in AI cloud infrastructure company Nebius on Monday.
The announcement follows Nvidia’s $2 billion investment in the Amsterdam-based firm earlier this year. The move highlights the chipmaker’s growing exposure to artificial intelligence infrastructure and data center development.
According to a regulatory filing, Nvidia’s position includes approximately 22.26 million Nebius shares.
Nvidia Stake Includes Warrant Shares
The disclosed holding also includes shares linked to a warrant that Nvidia received as part of its $2 billion investment.
However, Nvidia is currently restricted from exercising that warrant before September 11, according to the filing.
Nebius shares gained around 3% in after-hours trading following the disclosure.
What Is Nebius?
Nebius is an AI-focused cloud computing and infrastructure company headquartered in Amsterdam.
The business was created through a separation from Russian search engine company Yandex.
Nebius provides advanced computing capacity designed for artificial intelligence workloads. It is part of a growing group of specialist cloud providers often described as neocloud companies.
Nebius Targets Major Computing Expansion
Nebius plans to build more than 5 gigawatts of computing capacity by the end of 2030.
The company also announced a partnership with Nvidia earlier this year.
That relationship gives Nebius access to Nvidia’s advanced chips and technology while helping Nvidia expand the use of its hardware across the AI cloud industry.
Nvidia Expands Its AI Infrastructure Investments
Nvidia’s Nebius stake is one of several investments the company has made across the wider artificial intelligence ecosystem.
The chipmaker has increasingly invested in cloud computing, data centers and companies that rely heavily on Nvidia processors.
These investments support Nvidia’s broader effort to accelerate AI adoption and increase demand for its computing platforms.
Nebius Is Also an Nvidia Customer
Nebius is not only an Nvidia investment. It is also a customer of the semiconductor company.
Alongside CoreWeave, Nebius is considered part of the neocloud sector.
These fast-growing cloud infrastructure companies build specialized data centers for artificial intelligence applications. Many have secured major contracts to supply computing power to technology companies and AI developers.
Nvidia’s stake strengthens its connection to a customer that could become an increasingly important part of the global AI infrastructure market.
