Nvidia’s 9% Nebius stake lifts AI hardware names; Nasdaq futures rise 1.3%

AI Market Summary
Nasdaq futures rose as AI hardware and storage names rebounded, supported by Nvidia's disclosed 9% strategic stake in Dutch cloud provider Nebius. The move signals continued capital deployment into AI compute infrastructure, reinforcing near-term risk appetite across semiconductors and memory. Pre-market gains in Intel, Marvell, SanDisk and Western Digital underscore a rotation back into AI-linked cyclicals after last week's drawdown.
Impact level
● Medium
Affected assets
NCSKNVDA2USD/USDT+3.43%
AI Insight · NCSKNVDA2USD/USDTAI Insight
▲ Bullish
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Nvidia disclosed a strategic investment in Dutch cloud services provider Nebius, taking a 9% stake. In premarket trading, AI hardware-linked names rallied, with SanDisk and Western Digital up more than 7% each, Marvell Technology up 6.2% and Intel up 5.7%, while Nvidia rose 1.3%. Nasdaq futures gained 1.3%. The move signals a clear capital action in AI compute infrastructure, closely tied to storage and chip hardware plays.