NVIDIA has entered a major partnership with AI cloud company Nebius as demand for large-scale artificial intelligence infrastructure continues to surge worldwide. The collaboration includes a $2 billion investment aimed at building powerful cloud systems capable of handling next-generation AI workloads.
The two companies plan to develop hyperscale platforms designed for tasks such as AI model training, inference, and emerging autonomous AI applications. As AI systems become more complex, the need for large computing clusters and specialised hardware is growing rapidly.
Nebius said it intends to expand its computing footprint significantly over the next several years. The company is targeting more than 5 gigawatts of AI computing capacity by 2030, using NVIDIA’s accelerated computing technology as the foundation of the platform.
The partnership will cover the full AI technology stack. This includes data-center design, infrastructure deployment, system optimisation, and software that helps developers run AI models more efficiently in production environments.
Nebius will also receive early access to several upcoming NVIDIA technologies. These include the Rubin computing platform, Vera CPU processors, and BlueField data processing units, which are expected to play a major role in scaling large AI cloud systems globally.
Beyond hardware, the companies plan to work together on areas such as AI factory architecture, large GPU fleet management, and improving inference systems used by developers and enterprise customers building AI-driven products.
NVIDIA founder and CEO Jensen Huang said the industry is entering a new stage where autonomous software systems are driving an enormous increase in computing demand. According to him, the rise of agent-style AI systems is accelerating the construction of advanced AI infrastructure around the world.
Nebius CEO Arkady Volozh noted that the company’s cloud platform was designed specifically for artificial intelligence workloads from the beginning, rather than adapting traditional cloud systems. Working with NVIDIA, he said, will allow Nebius to expand its capabilities across the entire AI stack.
Nebius has been rapidly growing its global infrastructure network and already operates several AI-focused data facilities, including expanding AI factory projects in the United States.
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