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Nvidia invests $2 billion in Nebius to build 5 gigawatts of AI data center capacity by 2030
Wednesday, March 11, 2026 at 12:04 PM
Nvidia is investing $2 billion in Nebius to form a strategic partnership focused on AI data center development. The collaboration aims to deploy over 5 gigawatts of Nvidia-powered infrastructure by 2030. Additionally, Nvidia has recently made significant investments in other cloud infrastructure providers including CoreWeave and Thinking Machines.
Context
On March 11, 2026, Nvidia announced a $2 billion strategic investment in Nebius Group (Nasdaq: NBIS) to accelerate the development of hyperscale AI cloud infrastructure. This partnership aims to deploy over 5 gigawatts of Nvidia accelerated computing systems by the end of 2030. The collaboration focuses on building "AI factories" optimized for the era of agentic AI, integrating Nvidia's latest Rubin platform, Vera CPUs, and BlueField storage systems directly into the Nebius full-stack cloud.
This deal follows a surge in Nvidia's ecosystem investments, including major capital injections into CoreWeave, Thinking Machines, Lumentum, and Coherent. For Nebius—the Amsterdam-based successor to the international assets of the former Russian tech giant Yandex—the deal validates its pivot to a dedicated AI compute provider. Market reaction was immediate, with Nebius shares jumping 14% as the company prepares to scale its global platform through early access to Nvidia's next-generation hardware.
Sources (12)
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud | NVIDIA NewsroomFuture GPU support roadmap for NVIDIA AI Aerial (Grace-Hopper vs Grace-Blackwell) - Accelerated Computing / Aerial Forum - NVIDIA Developer Forums
NVIDIA Corporation - NVIDIA Blackwell Ultra DGX SuperPOD Delivers Out-of-the-Box AI Supercomputer for Enterprises to Build AI Factories
Nebius stock pops 10% on Nvidia $2 billion investment announcementNvidia Invests $2 Billion in Nebius to Expand AI Data Center Infrastructure - BloombergNvidia to invest $2 billion in neocloud Nebius amid AI data center push | ReutersThe curious case of Nebius, the publicly traded AI infrastructure 'startup' | TechCrunchNvidia Draws GPU System Roadmap Out To 2028 - The Next Platform
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