Xin Lang Cai Jing·2026-03-11 12:57Group 1 - Nvidia (NVDA.US) will invest $2 billion in Nebius (NBIS.US) as part of a strategic partnership to develop and build AI data centers [1] - The partnership aims to help Nebius deploy over 5 gigawatts (GW) of Nvidia systems by the end of 2030, enough to power approximately 3.8 million households [1] - Nvidia is leveraging its substantial resources to fund the expansion of AI infrastructure, primarily based on its designed chips, which has raised concerns about potential market bubbles [1] Group 2 - Nebius was previously a Dutch holding company of Russian internet giant Yandex and rebranded after selling its Russian business for $5.2 billion in 2024 [2] - Following the initial investment, Nvidia held approximately $33 million worth of shares in Nebius as of December 2024 [2]