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$NVIDIA(NVDA)$ Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story.

$NEBIUS(NBIS)$ shares moved higher after the disclosure, up around 3%.

It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.

# Nebius Surges 18.8% After NVIDIA Takes 9.3% Stake — Is This AI Cloud's New Champion?

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