$Nebius(NBIS.US) Nebius stock surged after Nvidia disclosed a 9.3% stake in the neocloud. The Amsterdam-based company has emerged as one of Europe's leading neoclouds providing AI compute, and has inked multiple deals with tech giants in 2026 amid massive infrastructure spending. The company has been one of the big beneficiaries of the AI boom, with the stock gaining nearly 250% in the past year. Nvidia previously announced it would invest $2 billion in the Dutch company, which is listed on the Nasdaq. As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support. In March, Meta signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure. With 2 of the top companies investing heavily into Nebius, this injects a strong vote of confidence especially for investors, amd if Nebius is able to deliver consistently, I don't see why the stock can't run up even more in the future. @Captain's Treasure