Why Nebius Stock Surged Today

By Joe Tenebruso – Mar 11, 2026 at 6:53PM ESTKey PointsNvidia is investing $2 billion in Nebius.The two companies will work together to build AI factories.Shares of Nebius Group (NBIS +16.14%) climbed on Wednesday after the Amsterdam-based artificial intelligence (AI) cloud provider struck a strategic partnership with semiconductor juggernaut Nvidia (NVDA +0.64%). By the close of trading, Nebius' stock price was up more than 16%. Image source: Getty Images. Accelerating the AI boom Nvidia and Nebius will work together to design AI factories, deploy data center infrastructure, and optimize inference -- the process of using a trained AI model to generate results. As part of the agreement, Nvidia will invest $2 billion in Nebius. The chipmaker said the investment reflects Nebius' "unique depth of engineering expertise across the full AI technology stack." "Nebius has been built for AI since day one -- not adapted from a general-purpose cloud, but designed for what developers actually need," Nebius CEO Arkady Volozh said in a press release. "Now with Nvidia, we are extending that throughout the stack -- from gigawatt-scale AI factories to inference and software -- as we build one of the first and largest clouds for all AI builders everywhere." ExpandNASDAQ: NBISNebius GroupToday's Change(16.14%) $15.56Current Price$112.00Key Data PointsMarket Cap$24BDay's Range$104.49 - $114.0852wk Range$18.31 - $141.10Volume35MAvg Vol13MGross Margin-765.63% Soaring demand for AI infrastructure Nebius will also gain early access to the latest generation of Nvidia's accelerated computing platform. These tools, along with the cash from Nvidia's investment, are intended to help Nebius deploy over 5 gigawatts of capacity by the end of 2030. "Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by Nvidia's next-generation accelerated compute," Nvidia CEO Jensen Huang said. "Together, we are scaling the cloud to meet the surging global demand for intelligence."Read NextMar 11, 2026 •By Jose NajarroNvidia Gave 2 Billion Reasons for Nebius Shareholders to be BullishMar 4, 2026 •By Danny Vena, CPAWhy Nebius Group Stock Charged Higher on WednesdayFeb 27, 2026 •By Jeremy BowmanWhy Nebius Group Stock Was Down Double-Digits TodayFeb 27, 2026 •By Keithen DruryCould Investing $10,000 in Nebius Stock Make You a Millionaire?Feb 26, 2026 •By Rick OrfordMassive News: Nebius Just Made a Bold AI Acquisition That Could Change EverythingFeb 23, 2026 •By Patrick SandersThe Best Artificial Intelligence (AI) Stocks to Buy With $2,000 Right NowAbout the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst with more than 3,000 financial bylines to his name. Joe was an investment analyst for Stock Advisor, Income Investor, Crypto Society, and other top-rated investing services. He also managed Tier 1 Investments, a market-crushing real-money portfolio with 24.58% annualized returns. Joe graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedNebius GroupNASDAQ: NBIS$111.94(+16.08%)+$15.51NvidiaNASDAQ: NVDA$185.94(+0.64%)+$1.18*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.