By Keithen Drury
Publication Date: 2026-08-07 04:00:00
Nvidia just doesn’t make GPUs and the various supporting equipment for these computing units. It’s also an active investor. When it comes across a company it likes, it isn’t afraid to invest. One company Nvidia has taken a major stake in is Nebius (NBIS -1.01%). It owns over 22 million shares of Nebius — just shy of 10% of the company.
So far in 2026, this has proven to be a genius investment, as the stock is up roughly 170% this year at the time of this writing. However, Nvidia isn’t investing in Nebius for this short-term gain. It has its eyes on much greater returns, and Nebius could easily deliver them with its superior growth rate.
Image source: Getty Images.
Nebius’ growth is expected to be incredible
Nebius is a neocloud company that focuses on providing artificial intelligence (AI) computing power to its clients via the cloud. There is a major demand for Nebius’ services, and it has signed several AI hyperscalers to its services, including Microsoft (MSFT +0.03%) and Meta Platforms (META +0.37%). It also has clients of all sizes, but these major companies drive the bulk of Nebius’ growth.
Speaking of growth, Nebius is among the fastest-growing stocks in the market. In Q1 2026, it put up 684% revenue growth. That’s not a typo or a boost from a one-time event like an acquisition. That’s real demand that’s driving jaw-dropping growth.
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