Overview
- On Monday Nebius said it will invest about £1.7 billion to add three new NVIDIA-powered deployments in the U.K., raising its four-site footprint to 65 megawatts of AI capacity when fully ramped in 2027.
- On Tuesday Nebius and NVIDIA launched a six-month Physical AI Living Lab that gives British and European robotics startups access to NVIDIA simulation tools, synthetic-data workflows, and RTX PRO 6000 Blackwell Server Edition GPUs.
- Nebius said U.K. customers including Revolut and Prima Mente are already running production workloads on its platform while the company expands a London R&D hub and builds Nebius Academy partnerships with universities.
- The company reported $399 million in Q1 2026 revenue, cited large commercial agreements and a prior $2 billion NVIDIA equity investment, and has raised 2026 capital-spending and contracted-power targets as it scales.
- Investors pushed NBIS shares higher after the announcements but the plan faces near-term risks from site permitting and construction, securing reliable power at scale, and competition from other GPU cloud providers.