NVIDIA will invest $2 billion in Nebius Group as part of a partnership to build hyperscale cloud infrastructure for artificial intelligence workloads. The companies will deploy next-generation accelerated computing systems across Nebius’s global AI cloud platform. Nebius is already installing NVIDIA infrastructure in multiple gigawatt-scale AI factories in the United States. The partnership also supports Nebius’s plan to deploy more than 5 gigawatts of AI computing capacity by 2030.
Nebius and NVIDIA are expanding collaboration across the AI technology stack to address demand for high-performance computing. The partnership covers AI factory architecture and production software used in large-scale AI infrastructure. The work supports Nebius’s expansion of its AI cloud platform.
Both the companies will collaborate on:
- AI factory design and support: Including access to partner design material, design review processes and acceptance, early samples and system software support, bring-up support, and system partner business and technical reviews.
- Inference: Creating an inference and agentic AI stack for developers and enterprises with NVIDIA’s software technologies, models and libraries.
- AI infrastructure deployment: Deploying multiple generations of NVIDIA infrastructure across Nebius’s platform through early adoption of NVIDIA computing architectures. The deployment includes the NVIDIA Rubin platform, NVIDIA Vera CPUs, and NVIDIA BlueField storage systems.
- Fleet management: Nebius will monitor GPU fleet health using NVIDIA’s GPU health monitoring tools and software recommendations.
“AI is at another inflection point – agentic AI, driving incredible compute demand and accelerating infrastructure buildout,” said Jensen Huang, founder and CEO of NVIDIA. “Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute. Together, we are scaling the cloud to meet the surging global demand for intelligence.”
“Nebius has been built for AI since day one – not adapted from a general-purpose cloud, but designed for what developers actually need,” said Arkady Volozh, CEO of Nebius. “Now with NVIDIA, we are extending that throughout the stack – from gigawatt-scale AI factories to inference and software – as we build one of the first and largest clouds for all AI builders everywhere.”
Source: NVIDIA
About NVIDIA
NVIDIA, founded in 1993 and headquartered in Santa Clara, CA, designs and manufactures graphics processing units, systems on chips, networking hardware, and AI intelligence software such as CUDA. Its products serve industries including gaming, data centers, autonomous vehicles, professional visualization, robotics, health care, and energy. The company introduced the GPU in 1999 and later expanded into accelerated computing and AI infrastructure. In gaming, its GPUs support high-performance rendering, while in AI and high-performance computing, its systems provide the infrastructure for training and deploying large-scale models. NVIDIA also develops tools for robotics and autonomous driving.
About Nebius
Nebius is a technology company that provides cloud infrastructure and computing platforms for AI development and deployment. The company offers GPU-based cloud computing, data processing tools, and infrastructure for training and running machine learning models. Nebius serves developers, startups, enterprises, and research organizations that build AI and data-intensive applications. Its platforms support industries such as healthcare, robotics, financial services, retail, and media. The company also operates related businesses including Avride for autonomous mobility and TripleTen for technology education and holds stakes in companies such as Toloka and ClickHouse. Nebius Group N.V. traces its origins to 1989 and later emerged from the restructuring of Yandex’s international operations. The company is headquartered in Amsterdam, Netherlands.