Last mentioned: Mar 12, 2026
Capacity Milestone
Target date for Nebius to reach 5 gigawatts of total AI cloud capacity.
Capacity Target
Nebius aims to reach 5 gigawatts of deployed AI cloud capacity.
Infrastructure Expansion
Expected initial rollout of new AI factory designs powered by next-gen Nvidia silicon.
Partnership Announced
Nvidia and Nebius reveal a strategic partnership and $2B investment.
Market Reaction
NBIS stock surges 16% as investors digest the scale of the Nvidia backing.
Partnership Announced
Nvidia and Nebius Group announce a $2B investment and strategic infrastructure partnership.
Market Reaction
Nebius stock (NBIS) closes up 16% on the NASDAQ.
Nvidia has announced a $2 billion strategic investment in Amsterdam-based Nebius Group to co-develop large-scale AI factories and optimize inference software. This partnership aims to deploy over 5 gigawatts of AI-specific cloud capacity by 2030, positioning Nebius as a primary European alternative to general-purpose cloud providers.
Nebius Group shares surged 16% following a landmark strategic partnership and $2 billion investment from Nvidia. The collaboration aims to build 5 gigawatts of AI-specific data center capacity by 2030, positioning Nebius as a primary European-based alternative to hyperscale AI clouds.
Nebius Group shares surged 16% following a strategic partnership and $2 billion investment from Nvidia aimed at building massive 'AI factories.' The collaboration focuses on full-stack optimization and aims to deploy 5 gigawatts of capacity by 2030 to meet the infrastructure demands of the agentic AI era.
Nebius Group shares surged 16% following a landmark $2 billion strategic investment and partnership with Nvidia. The collaboration aims to build gigawatt-scale AI factories and optimize inference infrastructure to meet the global demand for agentic AI.