Nvidia Corp. Jensen Huang, Chief Executive Officer of, speaks at the 2026 CES event on Tuesday, January 6, 2026 in Las Vegas, Nevada, US. Siemens and Nvidia announced the expansion of their strategic partnership to develop industrial and physical AI solutions for AI-driven innovation. Photographer: Bridget Bennett/Bloomberg via Getty Images
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shares Nebius group 14% rise on Wednesday Nvidia It announced a $2 billion investment in the artificial intelligence cloud company.
As part of the agreement, the companies will collaborate on AI infrastructure deployment, fleet management, conclusion and AI factory design and support, according to the release. Nvidia will give Nebius early access to the latest generation of its accelerated computing platform as the company looks to deploy more than five gigawatts of capacity by the end of 2030.
“Nebius is building an AI cloud designed for the agent era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute,” Nvidia CEO Jensen Huang said in a statement. “Together, we’re scaling the cloud to meet the growing global demand for intelligence.”
The announcement comes a week after Nvidia unveiled a strategic partnership with Lumentum and Coherent, investing $2 billion in each company. In December, Nvidia took a $2 billion stake in chip design firm Synopsys and announced a $2 billion stake in January. Coreview.
The chipmaking giant on Tuesday announced a “significant investment” in Meera Murthy’s Thinking Machines Lab as part of a new multi-year strategic partnership.
Nvidia contributed $30 billion to OpenAI’s $110 billion funding round announced late last month, and it said in November that it plans to invest up to $10 billion in Anthropic. Huang said at a conference earlier this month that those investments may be the last time Nvidia invests in those companies before they go public.
Nvidia is one of the biggest beneficiaries of the AI boom because it produces the graphics processing units, or GPUs, needed to train models and run large AI workloads.
The chipmaker’s announcement Wednesday builds on Nebius’ ongoing efforts to deploy Nvidia’s infrastructure, including multiple gigawatt-scale AI factories in the US.
“Nebius was built for AI from day one — not implemented by a general-purpose cloud, but designed around what developers actually need,” Nebius CEO Arkady Volozh said in a statement. “Now with NVIDIA, we’re extending it across the stack — from gigawatt-scale AI factories to inference and software — as we build one of the first and largest clouds for all AI builders.”
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