Nebius stock jumped sharply on Tuesday following the disclosure that Nvidia holds a 9.3% stake in the Amsterdam-based neocloud provider.
The chip giant revealed the position in a regulatory filing, confirming a significant equity commitment to the European AI infrastructure player.
The market reaction underscores investor appetite for companies with direct ties to Nvidia's expanding ecosystem.
Nebius has positioned itself as a leading provider of AI compute in Europe, securing multiple deals to support the region's growing demand for generative AI workloads.
The stake disclosure serves as a strong endorsement of the company's strategic importance to the semiconductor leader.
This move aligns with Nvidia's broader strategy of investing in key partners across the AI supply chain.