Nvidia Holds 22 Million Nebius Shares as AI Cloud Stock Jumps 170% in 2026
Updated
Updated · Yahoo Finance · Aug 7
Nvidia Holds 22 Million Nebius Shares as AI Cloud Stock Jumps 170% in 2026
3 articles · Updated · Yahoo Finance · Aug 7
Summary
Nvidia owns more than 22 million Nebius shares—just under a 10% stake—in an AI cloud company whose stock has surged about 170% so far in 2026.
Nebius has attracted Nvidia with explosive demand for AI computing capacity, posting 684% revenue growth in Q1 2026 and serving major hyperscaler customers including Microsoft and Meta.
Wall Street expects that pace to stay unusually high, forecasting 450% growth in Q2, 539% for full-year 2026 and 238% in 2027.
Those estimates would lift Nebius revenue to roughly $11.5 billion in 2027 from $530 million at the end of 2025, underscoring why Nvidia may view the stake as a longer-term AI infrastructure bet.