Nebius (NBIS) shares surged 7.50% to $196.30 in premarket trading after Nvidia (NVDA) disclosed a 9.3% stake, reflecting strong investor interest in the company’s AI infrastructure capabilities. Nebius (NBIS) shares climbed sharply in premarket trading on Tuesday after Nvidia (NVDA) disclosed a 9.3% stake in the company. The stock advanced 7.50% to $196.30 as the disclosure drew fresh attention to Nebius’ role in supplying AI compute capacity. The two organizations are now collaborating on the deployment of AI infrastructure, the management of GPU fleets, inference operations, and the design and support of AI factories. In March, Meta (META) entered a long-term agreement under which it may spend up to $27 billion on Nebius’ AI infrastructure services.