{"id":3700,"date":"2026-05-28T21:07:02","date_gmt":"2026-05-28T21:07:02","guid":{"rendered":"https:\/\/digitalmarkettrends.com\/index.php\/2026\/05\/28\/nebius-stock-jumps-as-ex-openai-researcher-reveals-major-ai-bet\/"},"modified":"2026-05-28T21:07:02","modified_gmt":"2026-05-28T21:07:02","slug":"nebius-stock-jumps-as-ex-openai-researcher-reveals-major-ai-bet","status":"publish","type":"post","link":"https:\/\/digitalmarkettrends.com\/index.php\/2026\/05\/28\/nebius-stock-jumps-as-ex-openai-researcher-reveals-major-ai-bet\/","title":{"rendered":"Nebius stock jumps as ex-OpenAI researcher reveals major AI bet"},"content":{"rendered":"
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Shares of Nebius Group (NBIS) climbed sharply on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a sizable stake in the AI infrastructure company.<\/p>\n

The disclosure added fresh momentum to one of the year\u2019s strongest-performing \u201cneocloud\u201d stocks.<\/p>\n

Nebius shares rose 11% during trading, reaching their highest level in roughly two weeks. <\/p>\n

Nebius shares have surged more than 151% in 2026.<\/p>\n

The rally followed a filing showing that Aschenbrenner\u2019s investment firm, Situational Awareness, owns 12.41 million Class A shares in Amsterdam-based Nebius. <\/p>\n

According to Reuters calculations, the stake was worth approximately $2.6 billion as of Wednesday.<\/p>\n

Based on data compiled by LSEG, the holding represents roughly a 5% to 5.6% stake in Nebius, making Situational Awareness the company\u2019s largest shareholder.<\/p>\n

AI investor backing boosts Nebius momentum<\/h2>\n

The disclosure marks a significant endorsement for Nebius as investors continue searching for companies positioned to benefit from rising demand for AI infrastructure and cloud computing capacity.<\/p>\n

Nebius has increasingly attracted attention as part of the growing \u201cneocloud\u201d sector, which focuses on providing computing resources and infrastructure needed for artificial intelligence workloads.<\/p>\n

Leopold Aschenbrenner previously worked as a researcher at OpenAI as part of the company\u2019s \u201cSuperalignment\u201d team, which focused on ensuring artificial intelligence systems remained aligned with human values. <\/p>\n

The team has since been disbanded.<\/p>\n

After leaving OpenAI, Aschenbrenner shifted toward investing in companies tied to AI development and infrastructure.<\/p>\n

He named his investment firm Situational Awareness after a lengthy essay published in June 2024 that argued effectively that superhuman artificial intelligence could emerge as soon as 2027.<\/p>\n

Situational Awareness managed approximately $13.67 billion as of March 31, representing a growth of 148% from the end of 2025.<\/p>\n

In addition to Nebius, the fund also holds significant stakes in AI infrastructure companies CoreWeave and IREN.<\/p>\n

Revenue growth and acquisitions fuel investor interest<\/h2>\n

Nebius has rapidly expanded during the broader AI infrastructure boom, supported by strong revenue growth and strategic acquisitions.<\/p>\n

Earlier this month, the company reported that quarterly revenue increased nearly eightfold compared with the prior year period.<\/p>\n

The company has also pursued expansion through acquisitions and infrastructure partnerships aimed at strengthening its AI capabilities.<\/p>\n

In May, Nebius announced a $643 million acquisition of Eigen AI. Earlier in March, the company disclosed an AI infrastructure supply agreement with Meta.<\/p>\n

Those developments have helped position Nebius as one of the emerging players benefiting from surging demand for AI computing resources from enterprises, developers, and hyperscale technology companies.<\/p>\n

Valuation concerns remain despite AI optimism<\/h2>\n

Despite strong investor enthusiasm, some analysts remain cautious about the stock\u2019s near-term upside after its massive rally this year.<\/p>\n

D.A. Davidson analyst Gil Luria maintained a \u201cneutral\u201d rating on Nebius earlier this month, warning that shares could face limited upside in the near term given the company\u2019s elevated valuation.<\/p>\n

Still, growing demand for AI infrastructure continues supporting broader interest in the sector, particularly as investors search for the next wave of AI winners beyond the largest technology companies.<\/p>\n

Nebius remains one of the most closely watched names within the rapidly expanding AI infrastructure market as demand for computing power continues to accelerate globally. <\/p>\n

The post Nebius stock jumps as ex-OpenAI researcher reveals major AI bet<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Shares of Nebius Group (NBIS) climbed sharply on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a sizable stake in the AI infrastructure company. The disclosure added fresh momentum to one of the year\u2019s strongest-performing \u201cneocloud\u201d stocks. Nebius shares rose 11% during trading, reaching their highest level in roughly two weeks. […]<\/p>\n","protected":false},"author":1,"featured_media":3701,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-3700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/posts\/3700","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/comments?post=3700"}],"version-history":[{"count":0,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/posts\/3700\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/media\/3701"}],"wp:attachment":[{"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/media?parent=3700"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/categories?post=3700"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalmarkettrends.com\/index.php\/wp-json\/wp\/v2\/tags?post=3700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}