NBIS: Follow NVDA to Invest!

Hello everyone! Today i want to share some Strategies or coordination from AI giants with you!

1.

$NEBIUS(NBIS)$ is raising $3.75B via converts.

Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout.

NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ).

The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded.

Not bearish.

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$CrowdStrike Holdings, Inc.(CRWD)$ and NBIS announced a partnership to secure AI cloud infrastructure.

CrowdStrike’s Falcon platform will be integrated into Nebius AI Cloud to provide unified visibility and AI-driven threat detection for training and inference workloads.

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NBIS launches an Enterprise Readiness Initiative with NVDA to help AI startups scale into enterprise-ready products.

Instead of just selling compute, Nebius is building the developer pipeline for the agentic AI economy and pulling future demand onto its platform.

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