NVIDIA has announced a strategic partnership with Nebius Group to develop and deploy the next generation of hyperscale AI cloud infrastructure for both AI-native companies and enterprises. As part of the collaboration, NVIDIA will invest $2 billion in Nebius, highlighting confidence in the company’s engineering capabilities across the AI technology stack. The partnership will accelerate the development of Nebius’s full-stack AI cloud platform, spanning AI factory architecture, advanced inference systems, and production software. The initiative builds on Nebius’s ongoing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the United States, with plans to exceed 5 gigawatts of capacity by 2030.
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Under the agreement, the companies will collaborate on AI factory design, infrastructure deployment using NVIDIA’s latest computing architectures-including Rubin platforms, Vera CPUs, and BlueField storage systems-and optimized inference and agentic AI software stacks. “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.