Skip to content
Back to Guavy Wire
Stocks

Nvidia Sees Massive Potential in AI Computing Power Company Nebius

Instruments
MSFT NVDA
Share

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.

More on Stocks

Disclaimer: Guavy is a data and market intelligence provider, not an investment advisor. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

© 2026 Guavy Inc