NVIDIA and Nebius Group have inked a strategic partnership to co-develop the next generation of full-stack AI cloud, targeting customers from AI-native startups to large enterprises. As part of the agreement, NVIDIA will invest US$2 billion in Nebius.
The collaboration addresses rapidly growing global demand for high-performance compute by tightening the integration between NVIDIA’s accelerated computing platform and Nebius’s AI-focused cloud infrastructure.
The companies plan to work together from AI factory architecture through to production software, enabling Nebius to accelerate the buildout of its full-stack AI cloud platform. Nebius is already rolling out NVIDIA infrastructure across its global footprint, including multiple gigawatt-scale AI factories in the US.
Under the new partnership, NVIDIA will support Nebius’s early adoption of its latest-generation accelerated computing systems so that Nebius can deploy more than 5GW of NVIDIA-powered capacity by the end of 2030.
“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,” said Jensen Huang, Founder and CEO of NVIDIA.
“Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need. 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,” said Arkady Volozh, CEO of Nebius.
Entelechy Asia 