$NVIDIA(NVDA)$ Jensen Huang ha

$NVIDIA(NVDA)$ Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story.

$NEBIUS(NBIS)$ shares moved higher after the disclosure, up around 3%.

It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.

Nebius Surges 18.8% After NVIDIA Takes 9.3% Stake — Is This AI Cloud's New Champion?

Nebius (NBIS) soared 18.78% to $217, making it the session's standout mover, after NVIDIA took an approximately 9.3% stake in the company. Hedge fund positions more than doubled, CoreWeave gained 8%, and Oracle rose 5%, signaling that "the AI cloud business is beginning to pay off." However, the chairman sold roughly $1.4 million in shares concurrently, flagging potential distribution at elevated levels. With NVIDIA putting real capital behind Nebius, is this surge the start of an AI cloud revaluation, or a one-time thematic spike?

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