Nvidia and Nebius have strategically partnered to develop and deploy the next generation of hyperscale cloud for the AI market. From AI natives to enterprises, Nvidia said it will invest US$2 billion into Nebius to enable it to deploy more than five-gigawatts (5GW) of Nvidia systems by the end of 2030.
The partnership is designed to meet the rapidly growing global demand for high-performance compute (HPC), while also deepening Nvidia and Nebius’ relationship across the full AI technology stack. Spanning across AI factory architecture and production software, Nvidia plans to enable Nebius to accelerate the buildout of its full-stack AI cloud platform.
“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.”
Nebius holds engineering expertise across the full AI technology stack and has been deploying Nvidia infrastructure across its global platform. This includes multiple gigawatt-scale AI factories in the US.
In order to reach the 2030 goal, Nvidia will support Nebius’ early adoption of the latest generation of Nvidia’s accelerated computing platform. The companies will collaborate on:
- AI factory design and support, which includes 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, by creating best-in-class inference and agentic AI stack for developers and enterprises with Nvidia’s latest software technologies.
- AI infrastructure deployment, by developing multiple generations of Nvidia infrastructure across its platform – including the Nvidia Rubin platform, Nvidia Vera CPUs and Nvidia BlueField systems.
- Fleet management, by deploying Nvidia’s latest GPU health monitoring and software recommendations.
The announcement comes shortly after Nvidia announced strategic partnerships with Lumentum and Coherent, having invested $2 billion in each company. It also took a $2 billion stake in Synopsys in December and CoreWeave in January.
Nvidia has been very successful during the AI boom, swelling to a more-than $4.5 trillion market capitalisation.
“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.”
Related stories
Datagrid New Zealand secures approval for country’s first AI factory
Pure DC & AVK plan to deploy Europe’s first data centre microgrid
HPE accelerates AI data centres with Nvidia AI Factory innovation
