Nebius Group shares were up about 10% ahead of the Wall Street's opening bell on Wednesday, after Nvidia announced a $2bn investment in the company that specializes in cloud services for artificial intelligence. Both companies said that they would work together on rolling out AI infrastructure, managing compute fleets, inference systems and the design of AI factories. Nvidia said the investment reflects its confidence in Nebius's technical capabilities and expertise.
According to Nvidia chief executive Jensen Huang, Nebius is developing a cloud built for the era of autonomous agents, integrating the entire technology stack - from hardware to software - around the group's accelerated computing technologies. The partnership aims to expand cloud infrastructure capable of meeting rising global demand for artificial intelligence, notably through large computing centres dedicated to AI workloads.
The investment is part of a series of recent Nvidia initiatives across the AI ecosystem. The group recently announced $2bn investments in Lumentum and Coherent, as well as financial backing for Thinking Machines Lab, the start-up founded by Mira Murati. Nvidia also took part in OpenAI's $110bn funding round and is planning up to $10bn of investments in Anthropic, further reinforcing its central role in the buildout of AI infrastructure.
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows:
- computing and networking solutions (89%): data center platforms and infrastructure, Ethernet interconnect solutions, high-performance computing solutions, platforms and solutions for autonomous and intelligent vehicles, solutions for enterprise artificial intelligence infrastructure, crypto-currency mining processors, embedded computer boards for robotics, teaching, learning and artificial intelligence development, etc.;
- graphics processors (11%): for PCs, game consoles, video game streaming platforms, workstations, etc. (GeForce, NVIDIA RTX, Quadro brands, etc.). The group also offers laptops, desktops, gaming computers, computer peripherals (monitors, mice, joysticks, remote controls, etc.), software for visual and virtual computing, platforms for automotive infotainment systems and cloud collaboration platforms.
Net sales break down by industry between data storage (88.3%), gaming (8.7%), professional visualization (1.4%), automotive (1.3%) and other (0.3%).
Net sales are distributed geographically as follows: the United States (46.9%), Singapore (18.2%), Taiwan (15.8%), China and Hong Kong (13.1%) and other (6%).
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