Nvidia (NVDA) will invest $2B in Nebius (NBIS), and the two companies have formed a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market.
Shares of Nebius jumped about 10% premarket on Wednesday, while Nvidia was largely flat.
The Dutch AI infrastructure provider said the partnership will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030.
The companies will collaborate on — AI factory design and support: including access to partner design material, design review processes and acceptance; Inference: creating an inference and agentic AI stack for developers and enterprises with Nvidia’s software technologies, models, and libraries.
The two will also team up on deploying multiple generations of Nvidia infrastructure across Nebius’s platform through early adoption of Nvidia computing architectures, including Nvidia’s Rubin platform, Nvidia Vera CPUs, and Nvidia BlueField storage systems.
“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,” said Nvidia’s Founder and CEO Jensen Huang.
In January, Nvidia (NVDA) invested $2B in Nebius’ rival CoreWeave (CRWV) and expanded their collaboration to help CoreWeave accelerate the buildout of over 5 gigawatts of AI factories by 2030.
Nebius, CoreWeave, and Supermicro (SMCI) are set to provide Nvidia’s Vera Rubin graphics processing units this year.