Nvidia(US:NVDA) Hua Er Jie Jian Wen·2026-03-11 15:15Group 1 - Nvidia has made a strategic investment of $2 billion in Dutch AI cloud computing company Nebius Group NV to strengthen its position in AI infrastructure [1] - Nebius plans to deploy over 5 gigawatts of Nvidia systems by the end of 2030, enough to power approximately 3.8 million households at any given time [1] - Following the announcement, Nebius's stock price surged nearly 15% in early trading, with a cumulative increase of over 200% in the past year [1] Group 2 - This investment in Nebius is part of Nvidia's recent trend of "circular investments," which includes a $2 billion investment in competitor CoreWeave Inc. and participation in a $30 billion financing round for OpenAI [2] - Critics have raised concerns that such circular investments may inflate the AI bubble, as the capital flow between Nvidia and its clients is driving up valuations in the trillion-dollar AI market [2] Group 3 - Nebius, previously a subsidiary of Russian internet giant Yandex, transformed into an AI infrastructure-focused cloud service provider after selling its Russian business for $5.2 billion in 2024 [3] - Following the rebranding, Nebius secured $700 million in funding, with Nvidia being one of the participants, and the new $2 billion investment will significantly enhance Nvidia's strategic stake in the company [3] Group 4 - Nebius is one of the few emerging data center operators rapidly rising due to the AI wave, focusing on providing customized computing infrastructure for AI model training and services like ChatGPT [4] - Nvidia's financial support for these emerging operators aims to solidify its core position in the AI computing supply chain amidst competition from major cloud computing giants like Google and Amazon [4]