- The companies intend to create large-scale AI “factories” capable of training and deploying sophisticated models.
- Nvidia will help Nebius with system design and technical guidance to optimize data center architecture and operational efficiency.
- Nebius plans to integrate upcoming Nvidia technologies into its cloud platform.
NVIDIA Corp. (NVDA) announced on Wednesday that it has entered into a partnership with Nebius Group N.V. (NBIS) to build advanced hyperscale cloud infrastructure designed for artificial intelligence workloads.
As part of the agreement, Nvidia plans to invest $2 billion in Nebius, boosting the company’s technical capabilities and AI-focused cloud platform.
Investment Targets Expanding AI Cloud Capacity
The partnership centers on developing next-generation AI cloud environments capable of handling increasingly complex computing tasks. By combining Nvidia’s computing technologies with Nebius’s cloud infrastructure capabilities, the companies intend to create large-scale AI “factories” capable of training and deploying sophisticated models.
“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.”
-Jensen Huang, Founder and CEO, NVIDIA
Following the update, Nebius stock traded over 8% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘low’ message volume levels.
Collaboration Across The AI Technology Stack
The companies will cooperate across multiple layers of the AI ecosystem. Nvidia will work with Nebius on system design, offering engineering resources and technical guidance to optimize data center architecture and operational efficiency.
“Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need.”
-Arkady Volozh, CEO, Nebius
The initiative will also focus on building a strong inference platform. Nebius plans to incorporate upcoming Nvidia technologies into its cloud platform, including the Rubin computing architecture, Vera central processing units and BlueField data processing units.
NBIS stock has gained over 323% in the last 12 months.
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