Shopify Cited Among Nebius Clients After NVIDIA Praise Sparks 5% Stock Jump
SHOP•NVIDIA’s $2 billion investment in Nebius in March and CEO Jensen Huang’s Computex praise drove Nebius shares up over 5% premarket and fueled a 1,786% year-to-date surge, with Shopify cited as a key cloud customer. The spotlight on Nebius’ AI-ready infrastructure underscores potential efficiency gains for Shopify’s platform.
1. Shopify Named Among Nebius Clients
During NVIDIA CEO Jensen Huang’s Computex keynote, Shopify was highlighted as a prominent user of Nebius’ cloud offerings, joining other tech firms like Cursor and Revolut.
2. Potential Operational Advantages
By leveraging Nebius’ AI-optimized infrastructure, Shopify could see lower latency and enhanced machine learning capabilities to support merchant analytics and personalized storefronts.
3. Infrastructure Cost and Strategy Implications
Nebius’ recent $2 billion NVIDIA backing and rapid stock gains reflect surging AI cloud demand, suggesting Shopify may negotiate competitive terms as part of its multi-cloud strategy.
