Core Insights - NEBIUS has deployed its first AI cloud infrastructure in London, utilizing NVIDIA's latest Blackwell Ultra GPU and Quantum-X800 InfiniBand technology, marking a significant step in its global AI cloud strategy [1] - This deployment aligns with the UK government's AI Opportunities Action Plan, aimed at enhancing the AI industry's competitiveness by providing large-scale AI training and inference capabilities to research institutions, government departments, and enterprises [1] - Following the announcement, NEBIUS's stock rose over 3%, while NVIDIA's stock saw a slight increase of 0.4% [1] Company Developments - NEBIUS's CEO Arkady Volozh stated that this deployment represents a new milestone for the company and signifies a more mature stage for the UK's AI ecosystem, enabling local institutions to train, deploy, and scale AI models and applications more quickly, securely, and sustainably [1] - The deployment comes shortly after the launch of NEBIUS's "Token Factory" inference platform, which supports open-source and customized AI inference tasks, providing enterprises and developers with more flexible computing power and AI toolchains [1] Industry Context - Industry experts note that as competition in AI large models intensifies, the supply of high-performance computing power globally becomes crucial, positioning NEBIUS's move as a strategic effort to capture the AI infrastructure market in the UK and Europe [2] - This initiative further solidifies NVIDIA's dominant position in the global AI chip supply chain [2]