NVIDIA and Nebius have announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market. This partnership will see NVIDIA invest $2 billion in Nebius, reflecting its confidence in Nebius' unique engineering expertise across the full AI technology stack. The collaboration aims to accelerate Nebius' buildout of its industry-leading, full-stack AI cloud platform, meeting the rapidly growing global demand for high-performance compute.
The partnership builds upon Nebius' existing deployment of NVIDIA infrastructure, including gigawatt-scale AI factories in the U.S. To enable Nebius to deploy over 5 gigawatts of capacity by 2030, NVIDIA will support early adoption of the latest generation of its accelerated computing platform. The companies will collaborate on AI factory design, inference, AI infrastructure deployment, and fleet management, leveraging NVIDIA's software technologies and optimized models.
Jensen Huang, NVIDIA's CEO, emphasizes the partnership's significance, noting the inflection point in AI, particularly in agentic AI, which drives significant compute demand and infrastructure buildout. Arkady Volozh, Nebius' CEO, highlights Nebius' AI-centric design, emphasizing its focus on developers' needs. The partnership extends Nebius' capabilities, integrating AI cloud solutions from silicon to software, powered by NVIDIA's next-generation accelerated compute.
This collaboration raises important questions about the future of AI cloud infrastructure and the role of specialized hardware and software solutions. It also underscores the competitive landscape in the AI market, where companies like Nebius and NVIDIA are driving innovation and scaling cloud capabilities to meet the demands of AI developers and enterprises. The partnership's success will depend on effective collaboration and the ability to deliver on the ambitious goals set forth, potentially shaping the future of AI cloud services.
