E302 - Nvidia’s $2B Nebius Bet and the Rise of Gigawatt AI Factories

Artificial intelligence is often described as software in the cloud—but the reality is far more physical. In this episode of TechDaily.ai, David sits down with guest expert Sophia to unpack a massive market-moving announcement: Nvidia’s $2 billion investment in Nebius Group. The news sent Nebius stock soaring and revealed something far bigger than a single deal.

This conversation explores how the AI boom is transforming into a global infrastructure race powered by GPUs, energy, and massive AI factories measured in gigawatts.

You’ll hear how Nvidia is investing billions across the entire AI ecosys...