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Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud platforms, and essential tools and services for developers. The group also includes Toloka AI, which functions as a data solutions provider, assisting with various phases of generative…

Nvidia has made a large investment in Nebius. The two companies have joined forces to accelerate the AI boom.

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Chairman John Boynton disposed of 6,958 Class A Shares on July 15, 2026, generating a transaction value of ~$1.4 million. The transaction was executed entirely through directly held shares, with no indirect ownership through trusts or entities reported.

A regulatory filing revealed that Nvidia increased its stake in Nebius by more than 21 million shares. The chipmaker now has 12% of its portfolio tied to the neocloud operator.

Neocloud stocks are emerging as "compute is the new oil" infrastructure plays, giving public‑market access to the massive AI buildout behind Microsoft Corp. (NASDAQ:MSFT), Open AI, Meta Platforms (NASDAQ:META), Anthropic and other hyperscale buyers.