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Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances

1. Nebius will adopt NVIDIA's Blackwell Ultra AI platform for its cloud services. 2. This partnership enhances Nebius's capabilities, offering advanced computing for AI development.

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Why Bullish?

The adoption of NVIDIA's cutting-edge technology positions NBIS favorably against competitors. Historically, tech partnerships boost stock performance significantly, as seen with similar engagements in the industry.

How important is it?

The announcement links NBIS to cutting-edge AI infrastructure, likely attracting investor interest and increasing stock value.

Why Short Term?

The immediate integration with NVIDIA's platform can drive short-term growth in client acquisition and revenue. Companies often see quick feedback in sales following such launches.

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AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ:NBIS), a leading AI infrastructure company, will be an early adopter AI cloud provider to offer the new NVIDIA Blackwell Ultra AI factory platform – unlocking the world's most advanced compute on demand for AI builders and enterprises everywhere to build the next generation of agentic, reasoning and physical AI. In support of the launch of NVIDIA Blackwell Ultra today at GTC 2025, Nebius will give its customers access to NVIDIA GB300 NVL72-powered inst.

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