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Nebius Secures $2 Billion NVIDIA Investment and Strategic AI Cloud Partnership

Story Highlights
  • On March 11, 2026, Nebius raised $2 billion from NVIDIA through a private pre-funded warrant to expand its full-stack AI cloud and build new data centers.
  • Nebius and NVIDIA formed a strategic partnership to co-develop hyperscale AI cloud infrastructure, targeting over 5 gigawatts of NVIDIA systems deployed by 2030.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Nebius Secures $2 Billion NVIDIA Investment and Strategic AI Cloud Partnership

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Nebius Group ( (NBIS) ) has issued an update.

On March 11, 2026, Nebius Group N.V. announced a $2 billion private placement with NVIDIA Corporation via a pre-funded warrant for 21,065,936 Class A shares, issued in an exempt transaction under U.S. securities laws. Nebius plans to use the proceeds to fund development of its full-stack AI cloud platform and construction of new greenfield data centers, with NVIDIA subject to a six-month lock-up on resales of the warrant and underlying shares.

The same day, Nebius and NVIDIA unveiled a strategic partnership to co-develop next-generation hyperscale AI cloud infrastructure, spanning AI factory design, inference and agentic AI stacks, multi-generation NVIDIA hardware deployment and fleet management tools. The collaboration is expected to enable Nebius to deploy more than 5 gigawatts of NVIDIA-based capacity globally by the end of 2030, significantly strengthening Nebius’s position as a specialist AI cloud provider and deepening NVIDIA’s role in large-scale AI infrastructure buildout.

The most recent analyst rating on (NBIS) stock is a Buy with a $130.00 price target. To see the full list of analyst forecasts on Nebius Group stock, see the NBIS Stock Forecast page.

Spark’s Take on NBIS Stock

According to Spark, TipRanks’ AI Analyst, NBIS is a Neutral.

Overall score reflects improving financial trajectory but still-weak operating profitability and materially negative free cash flow alongside higher leverage. The latest earnings call was a meaningful positive catalyst (strong demand/ARR, pricing, and cash generation), but valuation is expensive and technical indicators are currently mixed-to-soft.

To see Spark’s full report on NBIS stock, click here.

More about Nebius Group

Nebius Group N.V., headquartered in Amsterdam and listed on Nasdaq under the ticker NBIS, operates in the AI cloud computing industry, offering a full-stack platform that spans data handling, model training and production deployment. Leveraging deep in-house engineering and a growing global footprint, it serves startups and enterprises developing AI products, agents and services worldwide.

Average Trading Volume: 12,512,326

Technical Sentiment Signal: Strong Buy

Current Market Cap: $24.27B

Find detailed analytics on NBIS stock on TipRanks’ Stock Analysis page.

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