NVIDIA (NASDAQ: NVDA) invested $2 billion into Nebius Group (NASDAQ: NBIS) on Wednesday, which the neocloud will use to develop a hyperscale data center for AI/HPC enterprise applications.
The strategic investment establishes a framework for AI data center design and ongoing hardware support. Nebius gains access to partner design materials, design review processes, and early hardware samples, and NVIDIA will provide bring-up support, system software assistance, and regular technical reviews.
Nebius is up 16% in early morning trading hours following the news.
The collaboration includes building an optimized inference stack for developers. Nebius will monitor its fleet condition by deploying NVIDIA GPU health monitoring tools.
Nebius plans to deploy over 5 GW of NVIDIA GPUs in U.S. data centers by the end of 2030.
This strategic capital injection follows similar hardware agreements executed by NVIDIA. The company invested $2 billion directly into CoreWeave in January.
NVIDIA also contributed $30 billion to OpenAI in February in a $110 billion funding round that valued OpenAI at $730 billion. The transaction expanded OpenAI’s computing pipeline to secure 3 GW of dedicated inference capacity and 2 GW of training capacity using NVIDIA’s Vera Rubin systems.
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