Nebius Group (NBIS) has positioned itself for explosive growth by announcing it will be one of the first cloud providers to adopt Nvidia‘s (NVDA) cutting-edge Vera Rubin NVL72 platform. This move secures early access to Nvidia’s next-gen hardware, set for rollout in the second half of 2026 across the U.S. and Europe.
While it may seem like just another tech partnership, it’s a game-changer: demand for advanced AI chips is skyrocketing, and supply is tight. By locking in early, Nebius ensures it can meet surging enterprise needs for powerful computing without delays. This early adopter status catapults Nebius ahead in the AI infrastructure race, potentially driving massive revenue as businesses flock to its platforms for faster AI deployments.
The Rubin Edge for Enterprise AI
Integrating the Vera Rubin NVL72 directly into Nebius AI Cloud and Token Factory isn’t just about raw power – it’s about making AI practical for businesses. Enterprises won’t just rent compute; they will build and deploy agentic AI systems – smart agents that handle complex tasks autonomously – from start to finish. This end-to-end setup speeds up launches and scales operations across regions.
The NVL72 racks, packing 72 GPUs and 36 CPUs, are built for heavy lifting in training massive models and running real-time inferences efficiently. Think of it as a supercharged engine that cuts costs by optimizing cluster performance, making AI more affordable at scale.
What sets Nebius apart is its rare spot among giants like AWS, Google, Microsoft (MSFT), and Oracle (ORCL) as an early Rubin partner. For a specialized AI cloud like Nebius, this signals Nvidia’s confidence in its ability to handle high-demand inference quickly.
Past Nvidia launches show early movers grab the lion’s share of enterprise deals in the first one to two years. Agentic AI can boost hardware use by two to three times compared to basic models, turning investments into profits faster. Plus, blending hardware with managed cloud and tokenized tools shaves months off production timelines.
With U.S. and Europe coverage, Nebius addresses key hurdles like data privacy laws and low-latency needs, making it easier for global firms to adopt.
Yet it’s not surprising Nebius was able to lock in early access to Vera Rubin: Nvidia was an early backer of the AI cloud upstart, investing $700 million through a private placement in late 2024. Nvidia owns 1.2 million shares of NBIS stock.
Why Rubin Changes the Game
Nvidia’s Vera Rubin NVL72 – unveiled at CES 2026 – represents a leap forward with up to 5x greater inference performance and potentially 10x lower cost per token compared to the prior Blackwell generation for certain workloads like mixture-of-experts (MoE) models.
It’s engineered for the most demanding AI tasks: advanced reasoning, long-context processing, and agentic systems that solve multi-step problems autonomously. Features like NVLink 6 for ultra-fast GPU communication and improved reliability (cable-free design, zero-downtime maintenance) ensure clusters run efficiently at massive scale.
For Nebius, adding Rubin alongside its existing Blackwell and GB200 capacity creates a diversified lineup tailored to different AI needs – from training giants to high-throughput inference. As an NVIDIA Exemplar Cloud Partner, Nebius’ setups are pre-validated against Nvidia benchmarks, giving customers immediate confidence in performance. This isn’t common for newer providers; it underscores Nebius’ rapid rise as a trusted scaler in the AI factory era.
Bottom Line
The market cheered the news, boosting NBIS shares nearly 8% on the announcement, closing over $100 per share. Over the past year, the stock has more than tripled, up 228%, reflecting strong investor faith in its AI pivot. With Rubin deployments starting the back half of 2026, Nebius has a clear path to sustained growth, capitalizing on the AI boom’s next wave.
— Rich Duprey
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Source: Money Morning