Nvidia Just Invested $2 Billion in This AI Cloud Stock -- Here's Why It Could Soar in 2026

Nvidia (NASDAQ: NVDA), the world's largest shaper of information halfway GPUs, is considered a bellwether of the booming artificial quality (AI) market. So erstwhile the apical chipmaker invests successful smaller AI companies, those stocks pull a batch much attraction from retail investors.

One of those stocks is Nebius (NASDAQ: NBIS). On March 11, Nvidia disclosed a caller $2 cardinal concern successful the AI unreality infrastructure company. That's astir 7% of its $28.3 cardinal marketplace cap. Let's spot wherefore that stamp of support could ignite an adjacent stronger rally this year.

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Nebius was erstwhile known arsenic Yandex, which owned Russia's apical hunt motor and assorted portals, apps, and cloud-based services. In 2022, the sanctions against Russia drove Yandex to halt trading of its U.S.-listed shares, divest each of its Russian assets, relocate to the Netherlands, and rebrand itself arsenic Nebius -- a supplier of cloud-based AI infrastructure services.

As Nebius, it installed AI-optimized servers successful its information centers and provided that computing powerfulness to companies that don't privation to instal on-site servers. It besides offered customized cloud-based AI services for the information training, edtech, automation, and robotics markets.

Nebius owns a azygous first-party information halfway successful Finland, and it leases information centers successful the U.S., France, the U.K., and Iceland. It aims to summation its full capableness from 1 GW this twelvemonth to 5 GW by 2030, and Nvidia volition enactment that enlargement with collaborations connected AI infrastructure, fleet management, inference, and AI mill plan and enactment services. Nvidia volition besides assistance Nebius aboriginal entree to the newest mentation of its accelerating computing platform.

The market's request for Nebius' cloud-based AI infrastructure services is skyrocketing arsenic much companies optimize their businesses with AI applications. It's already secured multi-billion-dollar deals with Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), and different tech companies volition apt travel that pb arsenic the AI marketplace expands and evolves.

Nebius' gross soared 462% successful 2024, and surged different 351% to $530 cardinal successful 2025. Its adjusted net earlier interest, taxes, depreciation, and amortization (EBITDA) besides improved from antagonistic $266 cardinal successful 2024 to antagonistic $65 cardinal successful 2025.