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NVIDIA Acquires 9.3% Stake in Nebius Group (#NBIS) | ThinkSabio
Jul 21, 2026 · ThinkSabio Inc
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Nebius Group (NASDAQ: NBIS) disclosed that NVIDIA beneficially owns 22,256,412 Class A ordinary shares, representing a 9.3% stake in the company. The ownership includes 1,190,476 directly held shares and 21,065,936 shares issuable upon the exercise of a pre-funded Class A share purchase warrant acquired on March 11, 2026.
The filing also notes that NVIDIA cannot exercise the warrant or sell the underlying shares before September 11, 2026, even though the warrant is treated as exercisable for beneficial ownership reporting purposes.
Sector: AI Infrastructure / Cloud Computing
Key Highlights
📊 22,256,412 Class A shares disclosed as beneficially owned by NVIDIA
📈 Represents 9.3% of Nebius' outstanding Class A shares
📝 Ownership includes 1.19M existing shares and 21.07M warrant-linked shares
📅 Pre-funded warrant was acquired on March 11, 2026
🔒 Warrant exercise and share sales are restricted until September 11, 2026
Why It Matters
This disclosure reflects beneficial ownership, meaning the reported stake includes shares tied to a pre-funded warrant rather than only shares already issued. Such structures are commonly used in strategic investments, allowing an investor to secure future ownership while complying with agreed lock-up and regulatory conditions.
https://www.thinksabio.com/reports/isr/#NBIS
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