NVIDIA and Nebius partner to scale full-stack AI cloud

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At the risk of over-writing about Nebius - Nebius had more good news today. It announced to the market that it has just secured a $2B investment from Nvidia. This Enables Nebius to deploy more than 5 gigawatts of NVIDIA systems by end of 2030.
The stock is naturally responding very well - up another 15% today on top of the recent moves upward over the last week or so.

Under the terms of the partnership, the companies will collaborate on:

  • AI factory design and support: Including 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: Creating a best-in-class inference and agentic AI stack for developers and enterprises with NVIDIA’s latest software technologies, optimized models and libraries.

  • AI infrastructure deployment: Deploying multiple generations of NVIDIA infrastructure across Nebius’s platform through early adoption of NVIDIA computing architectures, including the NVIDIA Rubin platform, NVIDIA Vera CPUs and NVIDIA BlueField® storage systems.

  • Fleet management: Optimizing Nebius’s holistic fleet health by deploying NVIDIA’s latest GPU health monitoring and software recommendations.

“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.”

“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.”

Full announcement here.. NVIDIA and Nebius partner to scale full-stack AI cloud

Jonathan

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Even more good news here…. Nebius surging again pre market…. Currently up another 15% so far today…

Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius’s core business in AI cloud

Amsterdam, March 16, 2026 — Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced a new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies.

Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027.

Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

The agreement has a contract value of up to approximately $27 billion.

Arkady Volozh, founder and CEO of Nebius, said:

“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.”

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