Nebius Group
Nebius's entire AI cloud business runs on Nvidia infrastructure, and the $2B investment gives Nvidia ~8.3% ownership. With ~$50B in contracted backlog and 5GW of planned capacity by 2030, Nebius is a major captive demand channel for next-generation Nvidia platforms.
Strategic AI cloud partnership with Nvidia investing $2B; Nebius deploying multiple Nvidia GPU generations as NVIDIA Cloud Partner with early access to Rubin platform and AI factory design support
Notes
Official Nvidia Newsroom press release. Nvidia $2B equity investment. Named joint program: full-stack AI cloud covering AI factory design, inference stack, fleet management, and early Rubin access. Secondary category: investment.
Milestones
- Nebius launches as dedicated Nvidia-powered full-stack AI cloud
Nebius relaunches as an independent AI cloud operator (spun from Yandex), deploying Nvidia GPU infrastructure across global AI factories as the foundation of its full-stack cloud platform.
→ nebius.com - Nvidia joins Nebius $700M oversubscribed strategic financing as initial investor
Nvidia acquires an initial 0.5% stake in Nebius through its $700M strategic equity financing alongside Accel and Orbis, marking Nvidia's first direct equity position in Nebius.
→ nebius.com - Nvidia invests $2B in Nebius, names it early Rubin adopter and full-stack AI cloud partner
Nvidia makes a $2B equity investment (~8.3% stake) and announces a named joint program covering AI factory design, inference stack, fleet management, and early Rubin platform access.
→ nvidianews.nvidia.com