1 Genius AI Stock Nvidia Owns That Investors Should Load Up On
Why it matters: Nebius could outpace Nvidia, offering investors a high‑growth AI play.
- Nvidia holds ~1.19M Nebius shares worth >$100M, showing confidence in the AI‑cloud provider.
- Nebius reports a 547% YoY revenue jump to $228M in Q4 2025 and aims to expand from 2 to 16 data‑center sites by 2026, targeting $7‑9B ARR.
- Investor’s Business Daily notes that Nvidia’s shares are also reacting to macro factors such as rising oil prices, adding a layer of market volatility.
Nvidia’s $100M stake in AI‑cloud player Nebius signals a bet on a faster‑growing partner, as Nebius ramps up data centers and projects $7‑9B ARR by 2026, while broader market forces like soaring oil are also nudging Nvidia’s stock.
