Nvidia to invest $2B in AI cloud firm Nebius Group

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) announced that it has agreed to put $2 cardinal successful Nebius Group (NASDAQ:NBIS) as portion of a strategical concern aimed astatine processing hyperscale unreality infrastructure tailored for the artificial quality market.

The companies said the concern volition absorption connected gathering next-generation unreality platforms designed to enactment a wide scope of AI users, from startups and AI-focused companies to ample enterprises. NVIDIA’s concern reflects its assurance successful Nebius’s engineering capabilities crossed the AI exertion stack.

As portion of the agreement, the 2 firms program to grow their collaboration crossed respective areas, including AI infrastructure design, bundle development, and large-scale deployment of accelerated computing systems.

Nebius has already been deploying NVIDIA infrastructure crossed its planetary platform, including aggregate gigawatt-scale AI facilities successful the United States. The concern is intended to enactment Nebius’s plans to standard its infrastructure to much than 5 gigawatts of capableness by the extremity of 2030.

Under the arrangement, NVIDIA volition enactment Nebius’s aboriginal adoption of its latest accelerated computing technologies arsenic the unreality supplier builds retired its AI-focused infrastructure. Planned deployments see aboriginal NVIDIA computing architectures specified arsenic the Rubin platform, Vera CPUs and BlueField retention systems.

The companies besides said they volition collaborate connected AI mill design, including strategy architecture, plan reviews, aboriginal hardware samples and strategy bundle integration. Additional efforts volition absorption connected processing AI inference capabilities and agentic AI systems utilizing NVIDIA’s bundle technologies, optimized models and libraries.

The concern volition besides see fleet absorption initiatives designed to show and support the wellness of Nebius’s GPU infrastructure utilizing NVIDIA’s diagnostic tools and bundle recommendations.

NVIDIA CEO Jensen Huang said the collaboration comes arsenic request for computing capableness accelerates alongside the improvement of agentic AI systems. “AI is astatine different inflection constituent — agentic AI, driving unthinkable compute request and accelerating infrastructure buildout,” Huang said.

“Nebius is gathering an AI unreality designed for the agentic era, afloat integrated from silicon to bundle and powered by NVIDIA’s next-generation accelerated compute. Together, we are scaling the unreality to conscionable the surging planetary request for intelligence.”

Nebius shares jumped much than 14% connected the announcement, portion Nvidia was up 0.5% astatine astir $185.