Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images
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Shares of Nebius Group popped 10% on Wednesday after Nvidia announced it will invest $2 billion in the artificial intelligence cloud company.
As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support, according to a release.
“Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute,” Nvidia CEO Jensen Huang said in a statement. “Together, we are scaling the cloud to meet the surging global demand for intelligence.”
The announcement comes a week after Nvidia unveiled strategic partnerships with Lumentum and Coherent, investing $2 billion in each company. Nvidia also announced a “significant investment” inMira Murati’sThinking Machines Lab on Tuesday as part of a new multiyear strategic partnership.
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