Nvidia's $2.2 Billion Investment in This Rapidly Growing AI Company Is Working Out Great

2026-05-08 03:29:00 ET

Nvidia (NASDAQ: NVDA) isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies. Additionally, Nvidia is delivering impressive growth in its own right. If it thought it could achieve a better return on investment by buying its own stock, it would.

As of the end of Q4, Nvidia's investment portfolio only contained five stocks. One of those was Nebius (NASDAQ: NBIS) . Nebius isn't Nvidia's largest investment, but it did own about 1.2 million shares as of Dec. 31, 2025, worth around $232 million at the current stock price. That's not nothing, even for a company the size of Nvidia. However, in March, Nvidia upped its investment with a $2 billion stock buy as part of a strategic partnership with the neocloud company.

Nebius has had a phenomenal 2026 so far -- it's up more than 100% year to date -- but I think it has a lot more in store for investors (and Nvidia).

Continue reading