<div id="readability-page-1"><div><div><p><strong>Nvidia Corp</strong> <span>NVDA</span> isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like <strong>Nebius Group NV</strong> <span>NBIS</span> and <strong>CoreWeave Inc</strong> <span>CRWV</span>, the chipmaker is quietly controlling access to AI compute power, forcing hyperscalers to dance to its tune.</p><p>Microsoft, already deep in the AI race, has just taken the bait by leasing massive Nebius capacity, turning the startup into a strategic lever for Nvidia's broader ambitions.</p><ul> <li><strong>Track NVDA stock here.</strong></li> </ul><p>Nebius, already reliant on Microsoft, benefits directly from this arrangement. Nvidia's early-access GPUs, combined with Microsoft's leasing support, have vaulted Nebius ahead of most competitors, giving it an outsized role in the AI infrastructure boom. </p><p>Meanwhile, CoreWeave—once a rising star—is left exposed as its heavy dependence on Nvidia's supply makes it vulnerable to shifting priorities. In this game of power, supply equals influence, and Nvidia is quietly writing the rules.</p><p><strong>Read Also: Nvidia’s Closest Friends Just Got Cozy With Google</strong></p><h2>Nvidia's Neo-Cloud Leverage</h2><p>By seeding Nebius with GPUs and equity stakes, Nvidia ensures hyperscalers remain dependent on its controlled supply. Microsoft may have thought it was securing AI capacity—but in reality, it's helping Nvidia strengthen a new strategic ally. </p><p>Nebius' rapid growth isn't purely organic; it's a calculated effect of Nvidia's supply strategy, a move that extends the company's influence over the AI compute landscape without ever building the capacity itself.</p><h2>Microsoft's Tactical Play</h2><p>Leasing Nebius' capacity gives Microsoft temporary relief in its AI deployments for Office 365 and other cloud products, but it also locks the company into Nvidia's ecosystem. </p><p>CoreWeave lacks that anchor tenant, leaving it exposed if Nvidia shifts allocations. </p><p>The current arrangement highlights how hyperscalers are no longer in complete control—they're playing by Nvidia's rules. In this high-stakes chess game, Nebius emerges as Nvidia's strategic weapon, Microsoft unwittingly the key piece, and CoreWeave the wild card that could be sidelined.</p><ul> <li><strong>Nvidia’s $1.5 Billion Lambda Loop Looks A Lot Like CoreWeave 2.0</strong></li> </ul><p><em>Photo: Shutterstock</em></p></div></div></div>

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<p>Nvidia Corp is strategically leveraging partnerships with neo-cloud players like Nebius Group and CoreWeave to control AI compute power. Microsoft has leased significant capacity from Nebius, enhancing its role in Nvidia's plans while becoming dependent on Nvidia's ecosystem. This arrangement boosts Nebius ahead of competitors, while CoreWeave faces vulnerability due to its reliance on Nvidia. The dynamics illustrate how hyperscalers are adapting to Nvidia's influence in the AI infrastructure landscape, with Nebius emerging as a key asset in this strategic game.</p>

- Nvidia Corp is strategically positioning itself in the AI compute market by supporting neo-cloud players like Nebius Group and CoreWeave.  
- Microsoft's leasing of Nebius capacity enhances its AI capabilities but also deepens its reliance on Nvidia, while CoreWeave faces vulnerability due to its dependence on Nvidia's supply.  
- This arrangement illustrates how Nvidia is shaping the AI landscape, with Nebius acting as a key ally and Microsoft inadvertently strengthening Nvidia's influence.

Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait