Nvidia’s $2 B Nebius Investment Sparks 57% Rally and Soaring AI Chip Demand
NVDA•Nvidia invested $2 billion in Nebius Group, boosting its stock 57% since March and underpinning a $46 billion AI data center backlog with 3 gigawatts of contracted power by year-end. Anthropic’s new agreement secures over 220,000 Nvidia AI chips and 300 MW of SpaceX data center capacity, scaling chip demand.
1. Nvidia’s $2 B Investment in Nebius Group
Nvidia announced a $2 billion strategic investment in Nebius Group in March 2026 to accelerate AI data center deployments and secure cloud infrastructure partnerships.
2. Nebius Backlog and Growth Plans
Following the investment, Nebius shares jumped 57%, supported by a $46 billion AI data center revenue backlog and agreements to deliver 3 gigawatts of power capacity by the end of 2026. Analysts forecast revenue could reach $16 billion by 2028 under sector-average valuations.
3. Anthropic’s SpaceX Data Center Deal
Anthropic secured access to over 300 MW of compute capacity and more than 220,000 Nvidia AI chips at SpaceX’s Colossus 1 facility in Memphis. The deal expands capacity for Claude Pro and Claude Max, further driving demand for Nvidia’s AI hardware.
