NVIDIA Invests $2 Billion in Nebius to Scale 5-Gigawatt AI Cloud Infrastructure
AI-generated image: synthetic visual, not an actual depiction of events, people, or locations.
Key Takeaways
- NVIDIA is investing $2 billion in Nebius to accelerate the global buildout of a full-stack AI cloud platform optimized for agentic AI.
- The agreement targets the deployment of 5 gigawatts of capacity by 2030 and includes early access to NVIDIA’s Rubin platform and Vera CPUs.
NVIDIA Corp. is investing $2 billion in Amsterdam-based AI cloud provider Nebius (NASDAQ: NBIS) Group as the chipmaker deepens its role in building the infrastructure behind a new wave of artificial intelligence services.
The investment, announced Wednesday, forms part of a strategic partnership aimed at expanding Nebius’s hyperscale AI cloud platform and accelerating the deployment of high-performance computing infrastructure built around NVIDIA hardware.
The deal underscores the rapidly growing demand for specialized AI data centers as companies race to deploy systems capable of running advanced models and emerging “agentic AI” applications — software agents that can perform tasks autonomously.
Under the partnership, Nebius will expand its use of NVIDIA’s computing technologies across its global infrastructure, including early adoption of several upcoming platforms such as the Rubin GPU architecture, Vera CPUs and BlueField storage systems. NVIDIA will also collaborate with Nebius on data-center design, software integration and fleet-level GPU management.
