Overview
- Nvidia says the partnership includes early access to its next-generation Vera Rubin platforms and support to bring more than 5 gigawatts of data centers online by 2030.
- Nebius plans 800 megawatts to 1 gigawatt of active capacity and 3 gigawatts of contracted power by the end of 2026 after adding 170 megawatts in 2025, and it reports approval for a Missouri AI factory with up to 1.2 gigawatts of potential.
- The funding is expected to accelerate equipment purchases and deployments, helping Nebius convert its backlog into revenue more quickly.
- The collaboration spans AI factory design support and a developer-focused inference and agentic AI software stack built on Nvidia’s latest technologies.
- Analysts project 2026 revenue of about $3.35 billion, and Nebius shares jumped roughly 26% for the week after the news and are up about 333% over the past year.