The AI demand remains unbroken, and NVIDIA is betting on the next big growth chapter!

NVIDIA's USD 2 billion entry into Nebius is no coincidence – it's strategy: Whoever controls the infrastructure controls the AI future!
Leonid Kulikov
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L. Kulikov
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The markets may currently be preoccupied with oil price shocks and geopolitical risks – but those who lose sight of NVIDIA are making a serious mistake. The announced investment of USD 2 billion in Nebius (NBIS), a cloud infrastructure provider with a strong focus on AI computing capabilities, is further proof that NVIDIA is strategically expanding its own value chain. Not only are they selling the shovels in the AI gold rush – they are increasingly investing in the mines themselves. Nebius is positioning itself as a European hyperscaler for...

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