무슨 발표인가
- NVIDIA의 Nebius 20억 달러 전략 투자
- 2030년까지 5기가와트 이상 AI 팩토리 용량 배포
- AI 팩토리 설계부터 프로덕션 소프트웨어까지 풀스택 협력
2030년까지 5기가와트 이상
원문 (영어)
NVIDIA and Nebius Group N.V. (NASDAQ: NBIS) today announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises. NVIDIA will invest $2 billion in Nebius, reflecting NVIDIA’s confidence in Nebius’s business and unique depth of engineering expertise across the full AI technology stack.
To help meet rapidly growing global demand for high-performance compute, the partnership deepens Nebius and NVIDIA’s relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius to accelerate the buildout of its industry-leading, full-stack AI cloud platform.
This partnership builds upon Nebius’s ongoing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. To enable Nebius to deploy more than 5 gigawatts of capacity by the end of 2030, NVIDIA will support Nebius’s early adoption of the latest generation of NVIDIA’s accelerated computing platform.
Under the terms of the partnership, the companies will collaborate on: AI factory design and support: Including access to partner design material, design review processes and acceptance, early samples and system software support, bring-up support, and regular system partner business and technical reviews.
Inference: Creating a best-in-class inference and agentic AI stack for developers and enterprises with NVIDIA’s latest software technologies, optimized models and libraries. AI infrastructure deployment : Deploying multiple generations of NVIDIA infrastructure across Nebius’s platform through early adoption of NVIDIA computing architectures, including the NVIDIA Rubin platform, NVIDIA Vera CPUs and NVIDIA BlueField storage systems.
원문: NVIDIA News — "NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud" (2026-03-11) 공식 원문: https://nvidianews.nvidia.com/news/nvidia-and-nebius-partner-to-scale-full-stack-ai-cloud