BUSINESS

Amsterdam Nebius shares jump after Nvidia stake disclosure

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Nebius shares rose on Tuesday after Nvidia disclosed a 9.3% equity stake in the Amsterdam-based neocloud provider, which is listed on Nasdaq. The company, a major European supplier of AI compute infrastructure, has benefited from surging demand for artificial intelligence services, with its stock up nearly 250% over the past 12 months and a market capitalization of about $46 billion as of Tuesday evening. Nvidia had previously announced a $2 billion investment in Nebius, alongside a broader partnership on AI infrastructure. In March, Meta agreed to spend up to $27 billion on Nebius’ AI infrastructure, while Nebius also secured $775 million in senior secured debt last week.

Prepared by Christopher Adams and reviewed by editorial team.

Timeline of Events

March 2026 Meta commits up to $27 billion
February 2026 Nvidia joins Anthropic funding round
March 2026 Nvidia contributes to OpenAI mega-raise
Last week Nebius secures $775 million debt
Monday Freedom Capital Markets upgrades Nebius
Tuesday Nebius market value hits $46 billion
Tuesday Nvidia discloses 9.3% Nebius stake
Tuesday Nebius shares rise in premarket trading

Why This Matters to You

Nebius' growth impacts the AI market and your digital services. As a major AI infrastructure provider, their success could mean more advanced, efficient AI tools in your life. Check if your tech services use Nebius' AI.

The Bottom Line

Nebius is a rising star in the AI market, with big players like Nvidia and Meta investing heavily. Their stock is soaring, reflecting the growing demand for AI services. Worth forwarding if you know someone interested in tech stocks.