NVIDIA to invest $2 billion in neocloud Nebius
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The company is also working hard on the imminent release of a Vera Rubin architecture billed as a “rack-scale” system for AI computing. On the photonics side, Techradar reports Lumentum stock rose 5% and Coherent value spiked 9% on the news of Nvidia’s play,
The move could position the AI infrastructure powerhouse to quickly compete with OpenAI, Anthropic, and DeepSeek.
The AI chipmaker has been investing heavily across the AI landscape. The broader market has taken notice.
The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.