Nebius Group, a Dutch AI infrastructure provider that received an investment from NVIDIA (Nvidia Corp.), announced the deployment of the first advanced AI cloud infrastructure in the UK, which will use NVIDIA Blackwell Ultra graphics processors (GPUs) and Quantum-X800 Infiniband network systems.
Nebius issued a press release on the 6th announcing that the infrastructure deployed in London, UK, integrates advanced energy-saving cooling technology, low-latency NVIDIA Quantum-X800 InfiniBand networking capabilities, and a highly resilient on-site power generation system.
This facility uses NVIDIA Blackwell Ultra GPUs to provide unprecedented performance for generative AI and future basic model development. The collaboration between Nebius and NVIDIA fully integrates the NVIDIA AI enterprise software suite to support enterprise-level scalability and efficiency.
Nebius is building a full-stack AI cloud infrastructure around the world. Following Europe, Israel and the United States, the United Kingdom is the latest expansion move.
The above-mentioned construction also supports the British government's "AI Opportunities Action Plan" (AI Opportunities Action Plan), which aims to encourage researchers, government agencies and enterprises to carry out large-scale AI development actions.
Nebius rose 1.68% to close at $111.28 after hearing the news on the 7th. Since its decline on October 10, the stock has fallen by 16%. Nebius is scheduled to announce its third-quarter 2025 financial results on November 11 before the U.S. stock market opens.
Nebius is called the "new cloud provider" (neocloud), which refers to a group of small infrastructure providers that rent out AI computing power. In addition to Nebius, Microsoft has also signed contracts with CoreWeave Inc., Nscale and Lambda. The overall contract value has exceeded US$33 billion. Generally speaking, cloud service providers usually own data centers, but Microsoft faces the dilemma of insufficient online computing power. Renting servers from new cloud providers can speed up the solution because these vendors have solved logistical challenges such as obtaining sufficient power and chip supply.
Further reading: NVIDIA partner assists Microsoft to obtain 100,000 units through Nebius GB300