Anonymous22 days ago
NVIDIA invested $2 billion in Nebius Group, acquiring an 8.3% stake in the Amsterdam-based AI cloud company that emerged from Russia's Yandex. The partnership aims to deploy over 5 gigawatts of NVIDIA systems by 2030 and includes early access to NVIDIA's next-generation Rubin GPUs and Vera CPUs. The deal is part of NVIDIA's broader $6 billion investment blitz across AI infrastructure partners in just ten days, set against an industry-wide capital expenditure surge approaching $700 billion in 2026.