Nebius stock surged 10% on Wednesday following Nvidia's announcement of a $2 billion investment in the artificial intelligence cloud company. The deal includes collaboration on AI infrastructure deployment, fleet management, inference, and AI factory design and support, according to a company release. Nvidia CEO Jensen Huang highlighted the partnership, stating that Nebius is developing an AI cloud tailored for the "agentic era," fully integrated from hardware to software and powered by NVIDIA’s advanced computing technology. He emphasized that the partnership aims to scale cloud capabilities to meet growing global demand for AI-driven solutions. The investment announcement follows Nvidia’s recent strategic moves, including $2 billion partnerships with Lumentum and Coherent, and a significant investment in Mira Murati’s Thinking Machines Lab as part of a multiyear collaboration. These steps underscore Nvidia’s focus on expanding its influence in AI and related technologies. The stock’s sharp rise reflects investor confidence in the potential of the partnership, positioning Nebius as a key player in the evolving AI infrastructure landscape. The move also highlights Nvidia’s broader strategy to solidify its role in shaping the future of computational technologies.#nvidia #jensen_huang #nebius #lumentum #coherent
