“Nebius is building an AI cloud designed for the agentic era.”
Two billion dollars for an 8.3% stake in a company most people have never heard of. Nvidia is locking up the next layer of the AI stack before anyone else can get there. Nebius gets early access to Vera Rubin chips and a deployment target of 5 gigawatts by 2030. The neocloud market is Nvidia’s insurance policy against hyperscalers deciding they don’t need a middleman.