The AI Stock That's Been Outperforming Nvidia Since January
Key takeaways
- However, another AI stock has delivered far stronger returns: Shares of Nebius (NASDAQ: NBIS), a fast-growing data center infrastructure player, have surged by almost 143% over the same period.
- Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need.
- Nvidia also appears confident about Nebius growth prospects.
Manali Pradhan, CFA, The Motley Fool Sat, May 23, 2026 at 7:50 PM GMT+7 4 min read NVDA NBIS Chipmaker Nvidia (NASDAQ: NVDA) remains the poster child of the artificial intelligence (AI) revolution, and even from its lofty perch as the world s largest company, it has gained around 20% so far in 2026. However, another AI stock has delivered far stronger returns: Shares of Nebius (NASDAQ: NBIS), a fast-growing data center infrastructure player, have surged by almost 143% over the same period.
Will AI create the world s first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue »
Nvidia also appears confident about Nebius growth prospects. In March 2026, it announced a strategic partnership and agreed to invest $2 billion in Nebius for an approximately 8.3% ownership stake in the company. Under this partnership, Nvidia will provide the AI processors that will allow Nebius to deploy more than 5 gigawatts of data center capacity by 2030.