Nvidia Commits $2B to Nebius for 5GW AI Cloud Deployment by 2030
Nebius Group's shares jumped around 10% after Nvidia committed $2 billion to collaborate on AI cloud infrastructure, including deploying over five gigawatts of Nvidia Rubin GPUs, Vera CPUs, and BlueField storage by 2030. The partnership leverages NVIDIA's end-to-end stack for AI factory design, inference software, and GPU fleet optimization.
1. Nvidia Strategic Investment
Nvidia is committing $2 billion to Nebius for deep collaboration across its AI technology stack, covering AI factory design, GPU fleet management software, inference optimization, and early access to Rubin GPUs, Vera CPUs and BlueField storage systems.
2. Deployment Plan and Infrastructure
Nebius plans to deploy over five gigawatts of Nvidia-powered capacity by 2030, rolling out multiple gigawatt-scale AI factories in the U.S. The company recently secured city council approval for a 1.2-gigawatt campus in Independence, Missouri, spanning roughly 400 acres.
3. Market Reaction and Valuation
Nebius shares surged approximately 10% following the announcement, trading well above their 52-week low and reflecting a 268% increase over the past year. The funding and capacity build-out may drive a re-rating of Nebius’s valuation as AI demand grows.
4. Competitive Landscape
Nebius already holds a multi-year AI infrastructure agreement valued at over $19 billion with Microsoft, setting up a direct challenge to major cloud hyperscalers for AI-native workloads. Nvidia’s investment model accelerates Nebius’s ability to capture autonomous AI services demand.