Nebius (NBIS) Stock: First to Deploy NVIDIA Rubin Platform for AI Cloud Services

TLDR

• Nebius will deploy NVIDIA’s Rubin platform through its AI Cloud and Token Factory services starting in second half of 2026
• Company valued at $23.38 billion with revenue growth of 106.23% over last twelve months to $363.3 million
• Nebius among first AI cloud providers to offer NVIDIA Vera Rubin NVL72 across US and European data centers
• The Vera Rubin NVL72 is designed for complex AI workloads including agentic systems and advanced reasoning
• Platform will complement existing NVIDIA GB200 NVL72 and Grace Blackwell Ultra NVL72 capacity

Nebius announced plans to deploy NVIDIA’s Rubin platform across its infrastructure. The deployment will happen in the second half of 2026.

The company will offer access through its AI Cloud and Token Factory services. This makes Nebius one of the first AI cloud providers to deploy the technology.

Nebius currently holds a market valuation of $23.38 billion. Revenue grew 106.23% over the past twelve months to reach $363.3 million.

Nebius Group N.V., NBIS

The company will deploy NVIDIA Vera Rubin NVL72 across data centers in the US and Europe. Regional availability will support development of advanced AI applications.

NVIDIA launched the Vera Rubin NVL72 at CES 2026. The platform targets complex AI workloads that require processing long token sequences.

New Capabilities for AI Development

The Rubin platform handles agentic systems and advanced reasoning tasks. It also supports large-scale mixture-of-experts models.

Arkady Volozh, founder and CEO of Nebius, stated the company is proud to be among the first offering Vera Rubin GPUs. He said this will fuel the next wave of AI innovation.

Dave Salvator serves as director of accelerated computing products at NVIDIA. He commented that Nebius’s infrastructure will let customers deploy NVIDIA Rubin-powered AI applications in production with confidence.

Expanding Infrastructure Options

The Rubin platform adds to Nebius’s existing NVIDIA capacity. Current infrastructure includes GB200 NVL72 and Grace Blackwell Ultra NVL72 systems.

This expansion gives customers more options for different AI workload requirements. The company plans integration throughout its infrastructure.

Nebius operates as an NVIDIA Cloud Partner. The company also holds status as an NVIDIA Exemplar Cloud Partner.

The infrastructure has been validated against NVIDIA reference architectures and benchmarks. This validation supports the company’s partnership status.

Nebius is headquartered in Amsterdam and trades on Nasdaq. The company runs R&D hubs across Europe, North America, and Israel.

Recent financial results show revenue hit $146 million in Q3 2025. This marks a 355% increase year-over-year and 39% growth from the previous quarter.

The company recently launched Nebius AI Cloud 3.1 with NVIDIA’s Blackwell Ultra compute capabilities. Nebius operates as the first in Europe to run NVIDIA’s GB300 NVL72 and HGX B300 systems in production.

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