COMPANIES · CLOUD & COMPUTE

Nebius

Provides AI cloud infrastructure for model training, tuning and deployment.

DirectCloud & compute
What it does

Provides AI cloud infrastructure for model training, tuning and deployment.

Why it matters

It is a growing European AI-cloud provider offering NVIDIA-based computing capacity as an alternative to the largest U.S. hyperscalers.

How it makes money

Rents AI cloud infrastructure for training, tuning and deploying AI models.

Geography

Netherlands

AI stack position

Cloud and specialized AI compute providers. The companies that buy up AI infrastructure and rent out computing power to AI developers and businesses. This is how most companies access AI computing without building their own data centers.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

NVIDIA invests $2 billion in Nebius as part of a full-stack AI cloud partnership Nebius
Invested inCurrent
NVIDIA agreed to invest $2 billion in Nebius Group N.V. as part of a strategic partnership under which Nebius will deploy more than 5 gigawatts of NVIDIA systems by the end of 2030, announced March 11, 2026.

Source: 2026-03-11 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced investment and multi-year deployment partnership

Limits: The release states the investment amount and capacity target; it does not disclose the resulting ownership percentage, investment structure, or confirm the investment has fully closed.

NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud ↗
Nebius offers cloud compute using NVIDIA
Uses technology fromCurrent
Nebius describes customer workloads running on NVIDIA H100 and Blackwell infrastructure in its AI cloud.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product / customer use documented

Limits: Self-published operating examples. No fleet count, purchase value or exclusive dependence inferred.

Nebius AI cloud ↗

Dated or announced (2)

Nebius sells GPU cloud capacity to Meta under a multi-year AI infrastructure deal Meta Platforms
Provides computing capacity toDated / announced
Nebius signed an expanded AI infrastructure agreement with Meta valued at up to $27 billion over five years, combining roughly $12 billion of dedicated NVIDIA Vera Rubin-based capacity beginning in early 2027 with up to $15 billion in additional compute purchases, announced March 16, 2026.

Source: 2026-03-16 · reviewed 2026-09-20

Evidence: Primary-source statement · Signed agreement; primary capacity delivery not yet begun as of announcement

Limits: The release discloses committed contract value and structure; it does not confirm how much capacity has actually been delivered to Meta to date or guarantee that the full $27 billion will be realized.

Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius's core business in AI cloud ↗
Nebius sells dedicated AI cloud GPU capacity to Microsoft Microsoft
Provides computing capacity toDated / announced
Nebius announced a multi-year, multibillion-dollar agreement (initially reported around $17.4 billion) to supply Microsoft with dedicated AI infrastructure capacity, announced September 8, 2025.

Source: 2025-09-08 · reviewed 2026-09-20

Evidence: Primary-source statement · Signed agreement, capacity ramp underway

Limits: The announcement discloses the existence and headline value of the deal; it does not itemize delivered hardware specifications or Microsoft's actual usage of the capacity to date.

Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure ↗
Evidence for this profile

Nebius company overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .