{"id":817278,"date":"2026-07-21T22:32:18","date_gmt":"2026-07-21T22:32:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/817278\/"},"modified":"2026-07-21T22:32:18","modified_gmt":"2026-07-21T22:32:18","slug":"nvidia-reveals-a-big-stake-in-this-ai-cloud-company-sending-its-stock-soaring","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/817278\/","title":{"rendered":"Nvidia Reveals a Big Stake in This AI Cloud Company, Sending Its Stock Soaring"},"content":{"rendered":"<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/F8982CD498EC5C609219F01F38610C4952664E02052AC803A4EEF738FC19404B\/subgraphmysterio\/resizefit_w960;quality_80;format_webp\/https:%2F%2Fmedia.zenfs.com%2Fen%2Finvestopedia_245%2Fa0e494664ff873f481a9736d978cf58d\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Nebius shares have quadrupled in price over the past 12 months.Credit: Andrey Rudakov \/ Bloomberg \/ Getty Images\" height=\"672\" width=\"960\" class=\"yf-lf2kr7 loader\"\/><\/a> Nebius shares have quadrupled in price over the past 12 months.<br \/>Credit: Andrey Rudakov \/ Bloomberg \/ Getty Images           Key Takeaways            <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nebius shares surged Tuesday after Nvidia disclosed it&#8217;s built a 9.3% stake in the AI infrastructure provider.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia first disclosed a small stake in Nebius in early 2025.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">A vote of confidence from the chipmaker at the heart of the AI boom has Nebius stock soaring.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Shares of Nebius (NBIS) popped 19% to close just under $217 Tuesday, a day after Nvidia (NVDA) disclosed in a regulatory filing that it&#8217;s built a 9.3% stake in the Amsterdam-based AI infrastructure provider. Shares of Nvidia rose about 2%, on a day when semiconductor and other AI-related stocks <a href=\"https:\/\/www.investopedia.com\/stock-market-today-dow-jones-s-and-p-500-07212026-12023428\" data-ylk=\"slk:led%20the%20major%20indexes%20higher;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;led the major indexes higher&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">led the major indexes higher<\/a>. Coreweave (CRWV), a Nebius rival also <a href=\"https:\/\/www.investopedia.com\/these-nvidia-backed-firms-are-set-to-join-the-nasdaq-100-soon-their-stocks-are-surging-11996844\" data-ylk=\"slk:backed%20by%20Nvidia;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;backed by Nvidia&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">backed by Nvidia<\/a>, saw its stock jump 9%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia and Nebius did not respond to Investopedia&#8217;s requests for comment in time for publication.  <\/p>\n<p>        Why This Matters to Investors          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The backing of AI chip leader Nvidia could reinvigorate investors&#8217; enthusiasm for Nebius, which has slipped from last month&#8217;s highs amid a broader pullback in the AI trade.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia, which first disclosed a <a href=\"https:\/\/www.investopedia.com\/these-tech-stocks-soared-friday-after-nvidia-disclosed-stakes-11680063\" data-ylk=\"slk:small%20stake;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;small stake&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">small stake<\/a> in Nebius early last year, said back in March that it would invest <a href=\"https:\/\/www.investopedia.com\/this-ai-infrastructure-stock-is-surging-after-a-usd2-billion-investment-from-nvidia-nbis-nvda-11923571\" data-ylk=\"slk:%242%20billion;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;$2 billion&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">$2 billion<\/a> in the company. At the time, Nvidia CEO Jensen Huang said the two companies were deepening their partnership &#8220;scaling the cloud to\u00a0meet the surging global demand for intelligence.&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Last month, bullish analysts at Citi told clients they came away from Nebius&#8217;s &#8220;Inflection&#8221; event in San Francisco &#8220;more constructive on both the durability of pricing and strategic value of Nebius&#8217;s expanding software stack,&#8221; as AI adoption grows. The analysts have a &#8220;buy&#8221; rating and $287 target for the stock, a bit above the consensus compiled by Visible Alpha around $276.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">With Tuesday&#8217;s gains, shares of Nebius are up about 160% this year so far and have quadrupled over the past 12 months.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">This article has been updated since it was first published to reflect more recent prices.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Read the original article on <a href=\"https:\/\/www.investopedia.com\/nvidia-reveals-a-big-stake-in-this-ai-cloud-company-sending-its-stock-soaring-nebius-nbis-update-12023486\" data-ylk=\"slk:Investopedia;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Investopedia&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Investopedia<\/a>  <\/p>\n","protected":false},"excerpt":{"rendered":"Nebius shares have quadrupled in price over the past 12 months.Credit: Andrey Rudakov \/ Bloomberg \/ Getty Images&hellip;\n","protected":false},"author":2,"featured_media":817279,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,286566,276,277,49,48,6494,61],"class_list":["post-817278","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-infrastructure-provider","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-nvidia","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/817278","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=817278"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/817278\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/817279"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=817278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=817278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=817278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}