"Under the partnership, Nvidia acquires a significant equity stake in Nebius while committing to a far-reaching technical collaboration. Nebius receives early access to Nvidia's most advanced accelerators, including the next-generation Rubin platform, Vera CPUs, and BlueField storage systems - hardware that will power its global fleet."
"Thanks to Nebius's distinct advantages - native full-stack engineering depth, a cloud platform purpose-built for AI rather than retrofitted from general-purpose roots, and proven hyperscale execution - Nebius has instantly vaulted ahead of rivals to become the industry frontrunner."
"In exchange, Nvidia gains a trusted partner capable of rapidly deploying and optimizing massive clusters across AI factory design, high-performance inference stacks, agentic AI software, and fleet-wide health monitoring."
Nvidia announced a $2 billion investment in Nebius Group, mirroring its earlier stake in CoreWeave. This partnership grants Nebius early access to Nvidia's next-generation accelerators, including the Rubin platform, Vera CPUs, and BlueField storage systems. In return, Nvidia gains a partner capable of rapidly deploying and optimizing massive AI clusters. Nebius possesses distinct advantages including native full-stack engineering, an AI-purpose-built cloud platform, and proven hyperscale execution. The investment coincides with Nebius securing approval for a 1.2 gigawatt AI factory campus near Independence, Missouri, positioning Nebius as a major AI infrastructure player in the agentic AI era.
Read at 24/7 Wall St.
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