Podbit · Schwab Network
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock surged 18.8% on the news, following a $2 billion strategic investment Nvidia made in March.
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At 0:38 · chapter starts 0:37
In a disclosure that rattled markets, Nvidia revealed it now holds 22.3 million Class A shares of Nebius, a 9.3% passive stake worth more than $4 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The neo-cloud company's stock responded immediately, surging 18.8% on the news — a dramatic single-session move that reflects just how closely investors are watching Nvidia's every capital allocation decision. This isn't Nvidia's first move on Nebius: the chipmaker already made a $2 billion strategic investment in March, meaning its total exposure to the company now runs well north of $6 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The pattern suggests Nvidia is quietly building a significant position in the emerging neo-cloud space, likely to secure AI compute capacity and infrastructure partnerships outside the traditional hyperscaler ecosystem. For Nebius, the Nvidia endorsement is transformative — turning a relatively obscure infrastructure play into a name investors are scrambling to learn.
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion, owning 22.3 million Class A shares.
Shares of Nebius, the neo-cloud company, surged 18.8% after Nvidia disclosed its $4B+ stake.
Nvidia disclosed ownership of 22.3 million Class A shares of Nebius, representing a 9.3% passive stake.
Nvidia's latest $4B+ stake in Nebius follows an earlier $2 billion strategic investment made in March.
Sam had no coding knowledge, so he used ChatGPT voice mode to generate his entire codebase and copy-pasted it into Notepad. A friend later introduced him to Cursor, and he never looked back.
Copy days of Discord chat history, paste it into ChatGPT, and ask it to list recurring pain points. The ones that come up most often are your best product bets.
Sam's top advice: when prompting Cursor, tell it to architect code for 100,000 users from day one. The AI changes its approach, building scalable frameworks instead of brittle one-user code.
With AI coding tools like Cursor, Bhanu replicates an existing free tool for a new keyword in under 5 minutes. What used to be a multi-day build is now a lunch-break task.
Ahrefs, SiteGPT, Cal.com, PostHog, Datafast, Sibyl AI, Bento, Feather, Featurepace, Mintlify, Cloud Code, ChartMogul — Bhanu runs his entire business solo with these 12 tools.
Frontier AI labs like OpenAI and Anthropic are priced as if they'll dominate every market while everyone else loses money. That's not how markets work, and cheap open-weight models are already proving it.
The best business model in history is offering 80% of the premium product at 50% of the price — Old Navy did it to Gap, Southwest did it to Delta, and now Chinese open-weight models are doing it to OpenAI. The value proposition is brutal.
China has every incentive to subsidize cheap AI to undercut US frontier labs. If OpenAI and Anthropic announce a growth slowdown, 40% of the S&P 500 gets torched — and that might be the point.
The price gap between open-weight and frontier AI models is staggering. Deepseek v4 Pro runs 30 cents per task. Claude Opus 4.5 runs $12.50. That's a 40x difference — and the UK's AI Security Institute found the performance gap is narrowing.
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