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CNBC AI · 2026/7/21 10:20:13

Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
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英伟达最新披露持有荷兰云服务商Nebius 9.3%的股份,消息一出,Nebius股价应声大涨,盘前交易上涨7%,过去一年股价已暴涨近250%。简单来说,Nebius是欧洲新兴的“AI算力云”公司,专门为人工智能提供强大的计算支持,类似给AI大脑提供“电力”的角色。英伟达作为AI芯片的绝对巨头,这次投资相当于给Nebius颁发了一张“认证金牌”,市场自然信心爆棚。对于普通人来说,你可能不会直接接触Nebius,但这类公司提供的算力服务支撑着各种AI应用,比如智能客服、图像识别、自动驾驶训练等。英伟达的加码意味着AI基础设施投资正在加速,未来我们使用的AI产品可能更智能、反应更快,同时企业使用AI的成本也有望进一步下降。简单说,大公司在砸钱铺AI的“高速公路”,普通用户迟早会感受到这条路跑起来更顺畅。
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TechNebius stock surges as Nvidia discloses 9.3% stake in neocloudPublished Tue, Jul 21 20265:47 AM EDTUpdated 2 Hours AgoKai Nicol-Schwarz@in/kainsWATCH LIVEKey PointsNebius shares rose on Tuesday in premarket trading, after an Nvidia SEC filing showed a 9.3% stake in the Dutch neocloud.Shares in the company are up nearly 250% in the past 12 months.Nvidia has been building up stakes in AI companies in recent years.In this articleNBISNVDAFollow your favorite stocksCREATE FREE ACCOUNTNebius stock surged on Tuesday after Nvidia disclosed a 9.3% stake in the neocloud. The Amsterdam-based company has emerged as one of Europe's leading neoclouds providing AI compute, and has inked multiple deals with tech giants in 2026 amid massive infrastructure spending.Shares of Nebius were up 7% in premarket trading. The company has been one of the big beneficiaries of the AI boom, with the stock gaining nearly 250% in the past 12 months. Its market cap stood at $46 billion as of Tuesday morning.Nebius and Nvidia have been approached for comment. Stock Chart IconStock chart iconNebius stock.Nvidia previously announced it would invest $2 billion in the Dutch company, which is listed on the Nasdaq. As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support.In March, Meta signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure.Nvidia has been building up stakes in some of the world's most promising AI companies in recent years. The chip giant contributed $30 billion to the $110 billion funding round that OpenAI announced in March, and participated in Anthropic's $30 billion raise in February.Freedom Capital Markets upgraded Nebius to a buy rating in a note on Monday. The previous week, Nebius said i
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