NVIDIA’s Powerful Nebius Bet Could Reshape the AI Cloud Race

Nebius (NASDAQ:NBIS) now has NVIDIA’s capital, hardware, and technical support behind its ambitious AI cloud expansion. That partnership could help it compete with much larger cloud providers, while creating a closed-loop system where NVIDIA benefits from both its investment and chip sales. The opportunity is enormous, but so are the expectations.

Stock prices used were the market prices of July 22, 2026. The video was published on July 29, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.