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Barchart
Barchart
Ruchi Gupta

Nvidia Chose This AI Cloud Stock Over Everyone Else. Here’s Why.

Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets and has rapidly evolved into one of the most strategically positioned AI-native hyperscalers in the world.

Under a landmark strategic partnership, Nvidia (NVDA) has committed a $2 billion equity investment in Nebius, enabling the deployment of more than 5 gigawatts of Nvidia compute capacity by 2030. Combined with a $27 billion, five-year capacity agreement with Meta Platforms (META) and a $17 billion revenue agreement with Microsoft (MSFT), Nebius has assembled approximately $46 billion in multi-year AI cloud contracts, making it one of the most hyperscaler-validated pure-play AI infrastructure companies available to public market investors today.

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