Core Insights - Nebius will deploy the NVIDIA Rubin platform through its AI Cloud and Token Factory, enabling next-generation AI capabilities starting in H2 2026 [1] - Nebius is among the first AI cloud providers to offer NVIDIA Vera Rubin NVL72, integrating it across its infrastructure in the US and Europe [2] - The Vera Rubin NVL72 is designed for complex AI workloads, including advanced reasoning and large-scale mixture-of-experts models, optimizing cost per token [3] Company Overview - Nebius is a technology company focused on building full-stack cloud infrastructure for the global AI industry, headquartered in Amsterdam and listed on Nasdaq [7] - The company has a global presence with R&D hubs in Europe, North America, and Israel [7] Product and Infrastructure - Nebius AI Cloud provides direct infrastructure access with benchmark-validated performance, allowing customers to utilize NVIDIA platforms effectively [5][6] - The Nebius Token Factory serves as an enterprise-ready platform for training and serving open-source models with predictable performance and cost [5] - Nebius's infrastructure is validated against NVIDIA reference architectures, ensuring reliable performance for Rubin-based workloads [6] Strategic Vision - The integration of Vera Rubin into Nebius's offerings aims to accelerate AI innovation, providing the necessary infrastructure for enterprises to develop advanced AI systems efficiently [4] - The Rubin platform will complement existing NVIDIA capacities, expanding options for customers based on different AI workload profiles [4]