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Barchart
Barchart
Sushree Mohanty

This Nvidia-Backed AI Play Is Booming, But the Valuation Is Hard to Ignore

Nebius Nvidia

When Nvidia (NVDA) invests in a company, investors pay attention. The chip giant doesn’t hand out multi-billion-dollar investments lightly. According to Nvidia’s recent filing, the company now owns 22.2 million Nebius (NBIS) shares, representing a 9.3% stake in the AI cloud company. Nvidia’s trust in Nebius didn't just appear overnight. The chip giant first became an investor in late 2024 through Nebius' $700 million private placement and has steadily increased its stake since then. Nebius stock has climbed an impressive 147.6% year-to-date (YTD), surpassing the overall market.

But Nvidia’s backing isn’t just about capital. It signals that Nvidia sees Nebius as an important partner in the AI infrastructure ecosystem. The business is growing at a staggering pace. However, the challenge is that much of that expectation appears to be already priced into the stock. Nebius is set to report its Q2 earnings on August 12. Is Nebius stock a buy now?

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