Zhi Tong Cai Jing·2026-03-11 14:07Core Viewpoint - Nebius (NBIS.US) shares surged over 15% to a new yearly high of $111.58 following the announcement of a $2 billion investment from Nvidia (NVDA.US) to develop and build AI data centers as strategic partners [1] Group 1: Investment and Partnership - Nvidia will invest $2 billion in Nebius as part of a strategic partnership to develop 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] Group 2: Infrastructure and Technology - The collaboration will build on Nebius's existing use of Nvidia infrastructure and support the early adoption of the latest generation of chips [1] - Both companies will jointly design, build, and manage AI data centers, enabling Nebius to create infrastructure specifically for "inference," which is the process of running services after AI model training is completed [1]