Back in February, Finbold reported that Nebius Group NV (NASDAQ: NBIS) was officially added to Nvidia’s portfolio, marking one of the clearest AI infrastructure plays linked to the GPU giant.
As global demand for compute power accelerates, Nebius appears well-positioned to ride the wave, and markets are taking notice.
Nebius is rapidly emerging as one of this month’s hottest AI trades, with shares soaring +85% over the past 30 days and 42% in the last week driven by bullish momentum around the company’s U.K. expansion and deepening ties with AI giant Nvidia.
At the time of publication, NBIS shares were trading at $52.11 up as much as 8% on Monday at market open.
The latest catalyst? Nebius just announced the launch of a major GPU cluster in the U.K., built on Nvidia’s cutting-edge Blackwell Ultra platform. The new AI infrastructure is expected to go fully live in Q4 2025 and is anticipated to provide critical compute capacity for U.K. research institutions, public services, and academia, including support for the NHS.
Nebius classes as major boost to Britain
The project is being hailed as a major boost to Britain’s AI ambitions and a milestone in Nebius’s international scaling. Nvidia itself has confirmed the partnership, revealing that 4,000 Blackwell GPUs will soon be deployed through Nebius’s new “AI factory” in the U.K.
Investor appetite has followed suit. According to Nvidia’s most recent 13-F filing, the company holds 1.19 million Nebius shares, worth approximately $25.13 million as of the end of Q1.
Meanwhile, Nvidia (NASDAQ: NVDA) stock is up on the day, up +$2.06 (1.45%) to trade at $143.78.
