Nebius Group announced on January 5, 2026 that it will begin offering NVIDIA’s Vera Rubin NVL72 GPU platform in the United States and Europe starting in the second half of 2026. The Vera Rubin architecture is engineered for complex AI workloads, including agentic and advanced reasoning tasks, and represents the next step in Nebius’s hardware roadmap.
Nebius’s announcement comes on the heels of a 355% year‑over‑year revenue jump to $146 million in Q3 2025, driven by large contracts with Meta and Microsoft. The company’s ability to secure multi‑billion‑dollar deals underscores a strong demand for high‑performance AI compute and validates its strategy of partnering with NVIDIA to deliver cutting‑edge hardware to enterprise customers.
By integrating Vera Rubin across its full‑stack infrastructure, Nebius differentiates itself from traditional hyperscalers and other neoclouds such as CoreWeave and Lambda Labs. The partnership gives Nebius an Exemplar Cloud Partner status, ensuring that its data‑center operations meet NVIDIA’s reference benchmarks and providing a competitive advantage in pricing, reliability, and performance for AI workloads that require large‑scale mixture‑of‑experts models.
CEO Arkady Volozh emphasized that early adoption of Vera Rubin will “fuel the next wave of AI innovation” by enabling customers to build agentic and reasoning AI systems faster and more efficiently. The move signals Nebius’s confidence in the continued growth of the AI infrastructure market and its commitment to scaling its GPU‑as‑a‑service offering to meet that demand.
The announcement is expected to strengthen Nebius’s position against AWS, Google Cloud, and Microsoft Azure by offering a broader range of GPU options tailored to specialized AI workloads. The company’s focus on full‑stack AI infrastructure, combined with its strong financial performance and strategic NVIDIA partnership, positions it to capture a larger share of the expanding AI compute market.
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