Nvidia announced Wednesday that it will invest $2 billion in artificial intelligence cloud company Nebius, adding to the leading chipmaker’s growing list of investments in AI firms.
The strategic partnership is aimed at developing and deploying the next generation of hyperscale cloud for the AI market, from AI natives to enterprises.
NVIDIA’s $2 billion investment deepens Nebius and NVIDIA’s relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius to accelerate the buildout of its industry-leading, full-stack AI cloud platform.
To enable Nebius to deploy more than 5 gigawatts of capacity by end of 2030, NVIDIA will support Nebius’s early adoption of the latest generation of NVIDIA’s accelerated computing platform.
Jensen Huang, founder and CEO of NVIDIA, told investors, “AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout. 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.”
Under the terms of the partnership, 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 regular system partner business and technical reviews.
- Inference: Creating a best-in-class inference and agentic AI stack for developers and enterprises with NVIDIA’s latest software technologies, optimized models and libraries.
- AI infrastructure deployment: Deploying multiple generations of NVIDIA infrastructure across Nebius’s platform through early adoption of NVIDIA computing architectures, including the NVIDIA Rubin platform, NVIDIA Vera CPUs and NVIDIA BlueField® storage systems.
- Fleet management: Optimizing Nebius’s holistic fleet health by deploying NVIDIA’s latest GPU health monitoring and software recommendations.
Nebius stock popped 10% in premarket trading following the announcement.
By CEO NA Editorial Staff
