1 Genius AI Stock Nvidia Owns That Investors Should Load Up On

By Keithen Drury – Mar 15, 2026 at 9:00AM ESTKey PointsNebius is seeing huge demand for its computing platform.Several new locations are coming online in 2026 to handle the increased capacity.Sometimes, major public companies own shares of other businesses. Nvidia is no exception, and it has a few notable artificial intelligence (AI) investments in its portfolio. From its fourth-quarter Form 13F, we know that Nvidia owns five stocks, one of which is Nebius (NBIS +4.53%). Nebius is an AI-first cloud computing provider that champions itself as providing the best available graphics processing units (GPUs) from Nvidia to run workloads on. Apparently, Nvidia believes that Nebius' business is good enough to invest in, and it owns nearly 1.19 million shares, valued at over $100 million today. After digging into the growth Nebius expects this year, I think it's a no-brainer investment, as it's expected to grow far faster than Nvidia. Image source: Getty Images. Nebius is quickly expanding to meet demand As mentioned above, Nebius is an AI-first cloud computing provider that offers a full-stack solution for clients to rent out and run AI workflows on. Because it's offering a full-stack solution, users have everything they need to start training and running AI models without any additional services. This is a highly attractive offering, and Nebius' platform has become popular among individual developers, as well as larger companies like Microsoft and Meta Platforms. ExpandNASDAQ: NBISNebius GroupToday's Change(4.53%) $4.89Current Price$112.93Key Data PointsMarket Cap$28BDay's Range$110.26 - $116.5452wk Range$18.31 - $141.10Volume665KAvg Vol13MGross Margin-765.63% At the end of 2025, Nebius operated seven different data centers, up from two in 2024. While it has rented out space from existing data centers, it plans to own the majority of data centers that come online in 2026. By the end of the year, they expect to be operational in 16 different locations. This huge expansion is necessary because demand for its platform is skyrocketing. In Q4 2025, its revenue rose 547% year over year to $228 million. It ended the year with a $1.25 billion annual run rate (ARR), but that figure is expected to explode to $7 billion to $9 billion by the end of 2026. That huge growth is nearly unmatched in the market, and with demand for AI soaring, it will likely continue posting solid growth after 2026 as well. Because Nvidia is the primary computing provider for Nebius and is processing its orders, it has all the information it needs to know that Nebius' stock will be a long-term winner and could provide returns in excess of its own stock. As a result, Nvidia is a significant investor in Nebius. I think that's a pretty strong company to be backing Nebius, and I think individual investors can follow suit and scoop up shares of Nebius before they start soaring by the end of the year.Read NextMar 14, 2026 •By Harsh ChauhanNvidia Just Gave Incredible News to Nebius Stock InvestorsMar 13, 2026 •By Harsh ChauhanThe Artificial Intelligence (AI) Stock That Wall Street Says Could Rally 58% From HereMar 12, 2026 •By Leo SunNvidia Just Invested $2 Billion in This AI Cloud Stock -- Here's Why It Could Soar in 2026Mar 12, 2026 •By Keith SpeightsWhere Will Nebius Group Be in 5 Years?Mar 11, 2026 •By Joe TenebrusoWhy Nebius Stock Surged TodayMar 11, 2026 •By Jose NajarroNvidia Gave 2 Billion Reasons for Nebius Shareholders to be BullishAbout the AuthorKeithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies like Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.TMFTripleOptionStocks MentionedNebius GroupNASDAQ: NBIS$112.95(+4.54%)+$4.91*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.