NVIDIA and Nebius Group announced a strategic partnership on March 11, 2026, to build a next-generation hyperscale cloud infrastructure designed for the era of agentic AI. The collaboration aims to accelerate the deployment of high-performance computing systems globally, supporting both AI-native startups and large enterprises. Under the terms of the agreement, NVIDIA will invest $2 billion in Nebius, reflecting strong confidence in the company's engineering capabilities and business model. This financial backing will enable Nebius to significantly expand its capacity, with plans to deploy more than five gigawatts of NVIDIA-powered systems by the end of 2030. The partnership leverages NVIDIA's accelerated computing platforms to support Nebius in constructing large-scale AI factories from silicon to software. Jensen Huang, founder and CEO of NVIDIA, stated that the AI industry is approaching another major inflection point driven by agentic AI, which requires immense computational power. He noted that Nebius is uniquely positioned to build a cloud fully integrated for this new era, allowing both companies to scale their infrastructure to meet surging global demand for intelligence. Arkady Volozh, CEO of Nebius, emphasized that Nebius was built for AI from its inception rather than being adapted from a general-purpose cloud. He described the partnership as a way to extend this specialized focus throughout the entire technology stack, creating one of the largest clouds available for AI developers worldwide. The collaboration includes joint engineering efforts to optimize AI factory architecture, production software, and inference capabilities. Nebius, headquartered in Amsterdam and listed on the NASDAQ under the ticker NBIS, operates a full-stack platform that handles everything from data and model training to production deployment. The company serves a growing global customer base of startups and enterprises developing AI products and services. This new alliance with NVIDIA is expected to reinforce Nebius's position as a leading provider of AI infrastructure while addressing the rapidly increasing demand for compute resources. The announcement comes at a time when hyperscalers and specialized cloud providers are racing to secure supply chains for advanced chips. By combining NVIDIA's hardware leadership with Nebius's deep engineering expertise, the partnership seeks to solve bottlenecks in the current AI ecosystem. The companies plan to utilize the latest generation of NVIDIA's accelerated computing technology to ensure the infrastructure can handle the complex workloads generated by autonomous agents and large-scale AI applications. While the investment and capacity targets are significant, the companies acknowledged that the execution of these plans depends on various market and technological factors. Both organizations issued standard forward-looking statements cautioning investors that actual results may differ due to economic conditions, competitive pressures, and supply chain challenges. Nevertheless, the collaboration marks a major step in the physical buildout of the global AI economy, aiming to provide the necessary computational backbone for the next wave of artificial intelligence innovation.