Nvidia Sees Massive Potential in AI Computing Power Company Nebius
Nvidia has taken a significant stake in Nebius, holding over 22 million shares of the company, nearly 10% of its total stock. This investment has proven to be wise, with Nebius' stock price increasing by approximately 170% this year alone.
Nebius is a neocloud company specializing in providing artificial intelligence (AI) computing power via the cloud. The demand for its services is substantial, with major clients including Microsoft and Meta Platforms. In Q1 2026, Nebius reported an impressive 684% revenue growth, and Wall Street estimates 450% revenue growth for Q2.
The company's growth rate is expected to continue, with projected 238% revenue growth in 2027. This would bring Nebius' total revenue to around $11.5 billion, up from a mere $530 million at the end of 2025. Nvidia has invested in Nebius due to its immense potential for future growth.