NVIDIA Invests $2 Billion in Nebius to Scale AI Cloud Infrastructure
NVIDIA announced a $2 billion investment in Nebius Group N.V. (NASDAQ: NBIS) on March 11, 2026, to accelerate the development and deployment of a next-generation hyperscale cloud platform focused on artificial intelligence. This collaboration aims to serve both AI-native companies and larger enterprises, reflecting the increasing demand for robust AI infrastructure.
The partnership will focus on scaling Nebius’s full-stack AI cloud platform, with NVIDIA providing support for the deployment of over 5 gigawatts of capacity by the conclude of 2030. According to the release, NVIDIA will offer early access to its latest accelerated computing platforms to facilitate this expansion.
The investment underscores NVIDIA’s confidence in Nebius’s engineering expertise across the AI technology stack. The companies will collaborate on AI factory design and support, including access to design materials and software support, as well as inference and agentic AI stack development. This move highlights the growing importance of vertically integrated AI cloud solutions.
“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,” said NVIDIA CEO Jensen Huang in a statement. “Together, we are scaling the cloud to meet the surging global demand for intelligence.”
Nebius’s stock experienced a significant jump, increasing by 16% following the announcement, according to CNBC. The deal also includes collaboration on AI infrastructure deployment, fleet management, and AI factory design support.
In a separate development, NVIDIA is also developing NemoClaw, an open-source AI agent platform engineered for enterprise security and scalability, deeply integrated with the NVIDIA NeMo framework and Nemotron model series. NemoClaw is designed to be hardware-agnostic, running on processors from NVIDIA, AMD, Intel, and others.
NVIDIA recently launched Nemotron 3 Super, a hybrid open model, and unveiled strategic partnerships with Lumentum and Coherent, investing $2 billion in each company, signaling a broader strategy of investment and collaboration within the AI ecosystem.
