From Quartz.

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Nvidia will invest $2 billion in Nebius Group, an AI cloud firm, the companies said Wednesday, highlighting ongoing capital deployment into AI infrastructure. The Nvidia investment expands a partnership covering AI factory design, inference infrastructure, fleet management, and early access to the Rubin platform, Vera CPUs, and BlueField storage systems. Shares of Nebius rose about 10% pre-market, while Nvidia stock was mostly flat. The plan targets more than 5 gigawatts of capacity by 2030, with Jensen Huang citing agentic AI demand and Arkady Volozh calling Nebius built for AI. The deal follows Nvidia’s 2024 stake and aligns with its broader investments in CoreWeave, Lumentum, Coherent, OpenAI, and Anthropic, a pattern some critics have questioned. #nvidia #nebius #investment #technews

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