Gorilla’s new India tranche is worth ~$2.8B, includes 20,736 B300 GPUs, and NVIDIA is expected to account for roughly half the offtake under this tranche through a 4-year commitment.
That does not mean NVIDIA is investing in Gorilla.
But NVIDIA did just announce a $2B investment in Nebius ($NBIS) as part of a strategic AI cloud partnership.
So the narrative is simple:
If NVIDIA is willing to back AI infrastructure platforms it sees as strategically important, should $GRRR at least be on the watchlist for that conversation?
Not a fact.
Not a prediction.
Just a narrative that’s getting harder to ignore.
This is easily a $100 stock if that happens.
Sources:
- GRRR/Yotta India expansion: https://investors.gorilla-technology.com/press-releases/?utm_source=chatgpt.com
- NVIDIA/Nebius $2B investment: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-and-Nebius-Partner-to-Scale-Full-Stack-AI-Cloud/default.aspx?utm_source=chatgpt.com