Nvidia Corporation (NASDAQ:NVDA) is one of the most buzzing stocks to buy with the highest upside potential. On March 11, Nvidia and Nebius Group (NASDAQ:NBIS) announced a partnership to develop next-gen hyperscale AI clouds, supported by a $2 billion investment from Nvidia. This deep engineering collaboration focuses on the creation of AI factories designed specifically for the needs of AI-native companies and enterprises. The agreement aims to accelerate Nebius’s infrastructure buildout, with a target of deploying more than 5 gigawatts of Nvidia-powered capacity globally by the end of 2030.

The partnership spans the entire AI tech stack, from hardware design to production software. Nebius will become an early adopter of Nvidia’s future computing architectures, including the Rubin platform, Vera CPUs, and BlueField storage systems. Beyond hardware, the two companies will collaborate on optimizing a best-in-class stack for inference and agentic AI, ensuring that developers can deploy sophisticated AI agents with maximum efficiency using Nvidia’s latest optimized models and libraries.

This collaboration marks a shift toward specialized cloud environments built for the agentic era of AI rather than general-purpose computing. Nvidia Corporation (NASDAQ:NVDA) will provide comprehensive design support, system software, and advanced fleet management tools to monitor GPU health across Nebius’s massive infrastructure. As Nebius expands its footprint, particularly with gigawatt-scale facilities in the US, the partnership positions the company as a primary global provider of full-stack AI cloud services for large-scale training and inference.

Nvidia Corporation (NASDAQ:NVDA) operates as a data center-scale AI infrastructure company. The company operates through two segments: Compute & Networking and Graphics.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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