NVIDIA and Nebius Announce Partnership to Scale Full-Stack AI Cloud
NVIDIA and Nebius have announced a partnership to scale a full-stack AI cloud, according to the title of an NVIDIA newsroom release. The text available for this article does not include the terms or technical details of the deal.
- NVIDIA and Nebius announced a partnership to scale a full-stack AI cloud, dated September 28, 2026.
- The available source text gives no terms, timeline or technical details of the partnership.
- NVIDIA also announced a $150 Billion Share Repurchase Authorization Increase on September 28, 2026.
- NVIDIA launched an Open Agent Safety Platform to secure agents from testing to deployment.
What the announcement says
The release is titled "NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud" and is dated September 28, 2026. The source material provided contains only that title and a list of other NVIDIA newsroom headlines. It gives no information on the scope of the collaboration, the hardware or software involved, the timeline, the financial terms or any statements from either company.
For that reason, this report does not describe what the partnership will deliver. What can be said is that the two companies framed the announcement around scaling a full-stack AI cloud, which points to a joint effort covering more than a single layer of the infrastructure. Readers should consult the full release for specifics once available.
Other NVIDIA announcements listed alongside it
The newsroom page lists several other recent announcements from NVIDIA, which give context for the company's activity in late September 2026:
- Share repurchase: NVIDIA announced a $150 Billion Share Repurchase Authorization Increase on September 28, 2026.
- Agent safety: NVIDIA launched an Open Agent Safety Platform to secure agents from testing to deployment, also on September 28, 2026.
- Quantum computing: NVIDIA expanded its open source CUDA-Q platform for fault-tolerant quantum computing, dated September 14, 2026.
- Supply chains: NVIDIA and Palantir announced they would bring sovereign intelligence to critical supply chains, dated September 10, 2026.
- Australia: NVIDIA expanded AI infrastructure capacity in partnership with Australia's data center ecosystem, dated September 9, 2026.
These headlines are the only details provided for each item, so none of them is analyzed further here.
What it means
The Nebius partnership fits a pattern visible in the newsroom list: NVIDIA is announcing work on AI infrastructure, safety tooling and partnerships in quick succession. Beyond that, the source does not support conclusions about the impact on customers or the cloud market. Pricing, availability and capacity figures have not been disclosed in the material reviewed.
NVIDIA: NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud
