Nvidia-backed stock soars over 40% in a week

At the time of publication, NBIS shares were trading at $52.11 up as much as 8% on Monday at market open.

The latest catalyst？ Nebius just announced the launch of a major GPU cluster in the U.K., built on Nvidias cutting-edge Blackwell Ultra platform. The new AI infrastructure is expected to go fully live in Q4 2025 and is anticipated to provide critical compute capacity for U.K. research institutions, public services, and academia, including support for the NHS.

Nebius classes as major boost to Britain

The project is being hailed as a major boost to Britain‘s AI ambitions and a milestone in Nebius’s international scaling. Nvidia itself has confirmed the partnership, revealing that 4,000 Blackwell GPUs will soon be deployed through Nebiuss new “AI factory” in the U.K.

Investor appetite has followed suit. According to Nvidias most recent 13-F filing, the company holds 1.19 million Nebius shares, worth approximately $25.13 million as of the end of Q1.

Meanwhile, Nvidia (NASDAQ: NVDA) stock is up on the day, up +$2.06 (1.45%) to trade at $143.78.