Nebius shares jump 143% year-to-date, driven by 684% revenue growth and a $2 billion Nvidia investment.
Nebius (NASDAQ: NBIS) has soared 143% in 2026, eclipsing Nvidia’s 20% gain as demand for AI data center infrastructure accelerates. The company’s Q1 revenue surged 684% year-over-year to $399 million, with AI-related sales climbing 841% to $390 million, now 98% of total revenue.
Nvidia’s $2 billion strategic investment in March 2026, securing an 8.3% stake, underscores Nebius’ growth potential. The partnership aims to deploy over 5 gigawatts of AI-optimized data center capacity by 2030, leveraging Nvidia’s processors. Nebius’ AI business exited Q1 with an annualized run rate of $1.9 billion, up 50% sequentially.
The company specializes in infrastructure for AI training, inference, and agentic workloads, positioning it as a key player in the expanding AI ecosystem.