NVIDIA Invests $2B in AI Cloud Company Nebius, Strategic AI Infrastructure布局

In March 2026, NVIDIA announced a $2 billion investment in AI cloud computing company Nebius, strengthening strategic cooperation. Nebius is an AI cloud service provider formerly part of Yandex, headquartered in Amsterdam.

NVIDIA's Strategic Investment

NVIDIA's latest investments include:

Investment in Nebius: $2 billion for AI cloud computing cooperation

Investments in Lumentum and Coherent: Other AI-related companies

Investments in OpenAI and Anthropic: Already invested heavily before

Investment in Nebius: $2 billion for AI cloud computing cooperation

Investments in Lumentum and Coherent: Other AI-related companies

Investments in OpenAI and Anthropic: Already invested heavily before

This investment is part of NVIDIA's strategy to expand AI infrastructure. By investing in Nebius, NVIDIA can better serve the European AI cloud market.

Nebius Background

Nebius was formerly Yandex's cloud computing division, later spun off as an independent company. As a leading AI cloud service provider in Europe, Nebius provides GPU computing resources for AI startups and enterprises.

NVIDIA previously stated it could invest up to $10 billion in Anthropic, but in recent statements, NVIDIA CEO Jensen Huang implied investments in OpenAI and Anthropic might be the "last."

AI Infrastructure Competition Intensifies

NVIDIA's investment in Nebius reflects intensifying competition in the AI infrastructure space. Major tech companies are racing to布局 AI cloud computing capabilities to ensure competitive advantage in the AI era.

Reference: GuruFocus, Economic Times