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Benzinga

Business

Surbhi Jain

Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait

Nvidia Nebius Microsoft CoreWeave CoreWeave Inc NBIS Nebius Group NV NVDA

AI laptop

Nvidia Corp (NASDAQ:NVDA) isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like Nebius Group NV (NASDAQ:NBIS) and CoreWeave Inc (NASDAQ:CRWV), the chipmaker is quietly controlling access to AI compute power, forcing hyperscalers to dance to its tune.

Microsoft, already deep in the AI race, has just taken the bait by leasing massive Nebius capacity, turning the startup into a strategic lever for Nvidia's broader ambitions.

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'Noem went rogue and created a fake letterhead to post on X.'

We Got This Covered

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