NVIDIA Corp. announced a $2 billion investment in Nebius Group, a Dutch‑based hyperscale cloud provider, to accelerate the deployment of next‑generation AI data‑center infrastructure. The deal grants Nebius early access to NVIDIA’s Rubin and Vera platforms and BlueField storage systems, and commits NVIDIA to supply the hardware needed to deploy more than 5 GW of AI compute capacity by 2030.
The partnership positions NVIDIA beyond its traditional chip sales, embedding its technology into the core of a new AI‑cloud ecosystem. By providing Nebius with cutting‑edge silicon and software, NVIDIA is creating a new revenue stream while reinforcing its dominance in the rapidly expanding AI‑cloud market, where demand for agentic AI workloads is surging.
NVIDIA’s recent financial performance underscores the strategic fit of the investment. In Q4 fiscal 2025, the company generated $39.3 billion in revenue, up 78% year‑over‑year, and reported full‑year fiscal 2025 revenue of $130.5 billion, up 114% year‑over‑year. Gross margins fell from 76.7% in Q4 FY24 to 73.0% in Q4 FY25, reflecting a modest compression amid higher investment in AI‑cloud initiatives.
Nebius Group’s financial profile adds context to the partnership. The company’s valuation sits at $112 per share, with an enterprise‑value‑to‑sales ratio of 7.65×, indicating a stretched valuation that the NVIDIA investment may help justify through accelerated growth. Nebius has secured contracts with major technology firms such as Microsoft and Meta Platforms, positioning it as a key player in the AI infrastructure supply chain.
Management emphasized the strategic importance of the deal. “AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout, 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. Together, we are scaling the cloud to meet the surging global demand for intelligence,” said NVIDIA CEO Jensen Huang. He added, “All of the investments that we’ve done so far — all of it, period — is associated with expanding the reach of CUDA, expanding the ecosystem.”
The announcement was well received by investors, reflecting confidence in the partnership and the broader AI‑cloud market, and underscoring NVIDIA’s continued focus on expanding its influence in this high‑growth sector.
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