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Public story · 2026-03-12 · source-backed
8.3% stake in the Amsterdam-based neocloud planning 5+ GW of data center capacity by 2030. Jensen Huang called Nebius "an AI cloud designed for the agentic era." The neocloud layer (Nebius, CoreWeave) is becoming infrastructure between hyperscalers and AI companies. CNBC
Each link below shares sources, entities, or timing with this story.
CNBC covered the July 16 reveal, timed to Jensen Huang's Japan visit, of a world model built to perceive and navigate physical environments in real time. Nvidia is forming a physical-AI coalition Fujitsu, Hitachi, and Kawasaki intend to join. This is the clearest signal yet th...
On the August 26 earnings call Huang said "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," and dismissed the AGI debate as "kind of senseless" in favor of whether AI does profitable work (CNBC). N...
CNBC reports investments include a $30B stake in OpenAI, $2.1B in data center operator IREN, and $3.2B in Corning for three new fiber-optic facilities. NVIDIA is financing the entire AI supply chain while ensuring deployments run on NVIDIA hardware. Critics flag the circularit...
On CNBC's Squawk Box alongside Huang on September 3, the Hugging Face CEO said the company initiated the deal over the summer: "we realized that Hugging Face and open-source AI in general was at the turning point, and that it needed more resources, more scale, more visibility....
72-GPU racks with 50 PFLOPS/GPU, 260 TB/s NVLink 6, BlueField-4 AI-native storage for agentic KV-cache sharing. H2 2026 availability from AWS, Google Cloud, Microsoft, CoreWeave, and Nebius. NVIDIA Newsroom
$12,930,300,000. Not "about $13 billion." That exact figure is in Jensen Huang's September 3 post, and the precision is the first sign this is a signed agreement rather than the leak-stage reporting we got in late August. NVIDIA's blog frames the platform in the numbers that m...
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