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Nebius Expands in US With First GPU Cluster in Kansas City, Offices in San Francisco, Dallas and New York

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Nebius (NASDAQ:NBIS) announced its expansion in the US with its first GPU cluster in Kansas City, scheduled to launch in Q1 2025. The facility will initially house thousands of NVIDIA H200 Tensor Core GPUs, with potential expansion from 5 MW to 40 MW, accommodating up to 35,000 GPUs. The company has opened customer hubs in San Francisco and Dallas, with a New York office planned by year-end. The AI-native cloud provider is also in discussions for a second, larger US GPU cluster for 2025. Nebius recently announced over $1 billion investment in AI infrastructure through mid-2025, aiming to deploy tens of thousands of NVIDIA GPUs globally.

Nebius (NASDAQ:NBIS) ha annunciato la sua espansione negli Stati Uniti con il suo primo cluster GPU a Kansas City, previsto per il lancio nel primo trimestre del 2025. La struttura ospiterà inizialmente migliaia di NVIDIA H200 Tensor Core GPUs, con un potenziale ampliamento da 5 MW a 40 MW, per accogliere fino a 35.000 GPU. L'azienda ha aperto hub per i clienti a San Francisco e Dallas, con un ufficio a New York previsto entro la fine dell'anno. Il fornitore di cloud nativo per l'AI è anche in trattative per un secondo, più grande cluster GPU negli Stati Uniti per il 2025. Nebius ha recentemente annunciato un investimento di oltre 1 miliardo di dollari in infrastrutture AI fino a metà 2025, con l'obiettivo di distribuire decine di migliaia di GPU NVIDIA a livello globale.

Nebius (NASDAQ:NBIS) anunció su expansión en Estados Unidos con su primer clúster de GPU en Kansas City, programado para lanzarse en el primer trimestre de 2025. La instalación albergará inicialmente miles de NVIDIA H200 Tensor Core GPUs, con una posible expansión de 5 MW a 40 MW, acomodando hasta 35,000 GPUs. La empresa ha abierto centros de atención al cliente en San Francisco y Dallas, y tiene planeada una oficina en Nueva York para finales de año. El proveedor de nube nativo de IA también está en conversaciones para un segundo clúster de GPU más grande en EE. UU. para 2025. Nebius anunció recientemente una inversión de más de 1,000 millones de dólares en infraestructura de IA hasta mediados de 2025, con el objetivo de desplegar decenas de miles de GPUs NVIDIA a nivel mundial.

네비우스(Nebius) (NASDAQ:NBIS)는 첫 번째 GPU 클러스터를 캔자스 시티에 설치하고 2025년 1분기에 개시할 예정이라고 발표했습니다. 이 시설은 처음에 수천 개의 NVIDIA H200 텐서 코어 GPU를 수용할 예정이며, 5MW에서 40MW로 확장할 수 있는 가능성이 있어 최대 35,000개의 GPU를 수용할 수 있습니다. 이 회사는 샌프란시스코와 댈러스에 고객 허브를 열었으며, 연말까지 뉴욕 사무소를 계획하고 있습니다. AI 중심의 클라우드 제공업체인 네비우스는 2025년을 목표로 두 번째 더 큰 미국 GPU 클러스터에 대해 논의 중입니다. 네비우스는 최근 2025년 중반까지 AI 인프라에 대해 10억 달러 이상의 투자를 발표하며, 전 세계적으로 수만 개의 NVIDIA GPU를 배포할 계획이라고 밝혔습니다.

Nebius (NASDAQ:NBIS) a annoncé son expansion aux États-Unis avec son premier cluster GPU à Kansas City, prévu pour un lancement au premier trimestre 2025. L'installation abritera initialement des milliers de NVIDIA H200 Tensor Core GPUs, avec une expansion potentielle de 5 MW à 40 MW, pouvant accueillir jusqu'à 35 000 GPU. L'entreprise a ouvert des centres clients à San Francisco et Dallas, avec un bureau à New York prévu d'ici la fin de l'année. Le fournisseur de cloud natif IA est également en discussions pour un second cluster GPU plus grand aux États-Unis pour 2025. Nebius a récemment annoncé un investissement de plus de 1 milliard de dollars dans l'infrastructure IA d'ici mi-2025, visant à déployer des dizaines de milliers de GPU NVIDIA à l'échelle mondiale.

Nebius (NASDAQ:NBIS) hat seine Expansion in den USA mit seinem ersten GPU-Cluster in Kansas City angekündigt, das im ersten Quartal 2025 starten soll. Die Einrichtung wird zunächst Tausende von NVIDIA H200 Tensor Core GPUs beherbergen, mit einer möglichen Erweiterung von 5 MW auf 40 MW, um bis zu 35.000 GPUs unterzubringen. Das Unternehmen hat Kundenzentren in San Francisco und Dallas eröffnet, und ein Büro in New York ist bis zum Jahresende geplant. Der KI-native Cloud-Anbieter führt auch Gespräche über ein zweites, größeres GPU-Cluster in den USA für 2025. Nebius hat kürzlich eine Investition von über 1 Milliarde Dollar in KI-Infrastrukturen bis Mitte 2025 angekündigt, mit dem Ziel, weltweit Zehntausende von NVIDIA GPUs bereitzustellen.

Positive
  • Significant expansion with potential 35,000 GPU capacity in Kansas City facility
  • Strategic US market entry with three customer-facing hubs
  • $1 billion+ committed investment in AI infrastructure through mid-2025
  • Plans for second, larger GPU cluster in US by 2025
  • Access to latest NVIDIA GPU technology (H200 and Blackwell)
Negative
  • Operations won't begin until Q1 2025, indicating delayed revenue generation
  • Significant capital expenditure required for infrastructure development

Insights

This expansion marks a significant strategic move in the competitive AI infrastructure market. The Kansas City GPU cluster, with potential for 40 MW capacity and 35,000 GPUs, positions Nebius as a serious contender in the US AI infrastructure space. The deployment of NVIDIA H200 GPUs and future Blackwell platform integration demonstrates strong technological positioning. The 1 billion USD investment commitment and rapid office expansion across major tech hubs indicates aggressive market penetration strategy.

The company's full-stack AI infrastructure approach, combining hardware, software and ML expertise, creates a compelling competitive advantage. Their pricing strategy for AI Studio inference service, offering among the lowest price-per-token rates, could drive rapid market share acquisition. The planned second GPU cluster and expanding footprint suggest a well-funded, long-term commitment to the US market that could significantly impact the AI infrastructure landscape.

  • AI infrastructure provider’s first GPU cluster in the US will service customer workloads from early 2025
  • GPU cluster in Kansas City has potential capacity to house up to about 35 thousand GPUs after expansion
  • Nebius’s new customer hubs in San Francisco and Dallas have been operational since September; third office in New York coming by year-end

AMSTERDAM--(BUSINESS WIRE)-- Nebius Group N.V. (“Nebius Group”, “Nebius” or the “Company”; NASDAQ:NBIS), a leading AI infrastructure company, today announced the launch of its first GPU cluster in the United States with a deployment in Kansas City, MO, bringing its AI-native cloud closer to American customers.

Scheduled to go live in Q1 2025, the Kansas City cluster will house thousands of state-of-the-art NVIDIA GPUs, primarily H200 Tensor Core GPUs in the initial phase, with the energy-efficient NVIDIA Blackwell platform expected to arrive in 2025. The colocation can be expanded from an initial 5 MW up to 40 MW, or about 35 thousand GPUs, at full potential capacity.

Nebius is actively ramping up its presence in the US as part of its strategy to become a leading provider of AI infrastructure to AI builders globally, and is in advanced discussions for a second, larger-scale GPU cluster in the US, also slated to come online in 2025. The Company has also opened two new customer-facing hubs in San Francisco and Dallas, with a third office set to open in New York later this year.

Arkady Volozh, founder and CEO of Nebius, said:

“Our first GPU cluster in the US and new offices represent a pivotal step in our expansion in the US market. Serving American customers from American facilities means lower latency and maximizes the advantages of our AI-native cloud. We will be building out more GPU clusters across the US to meet exploding demand for high-quality AI infrastructure from US AI developers and enterprises.”

Built on top of the latest NVIDIA GPUs with a fleet of H100s already installed and H200s coming onstream this month, Nebius’s full-stack AI infrastructure is being purpose-built to meet the demands of the global AI industry and leans on deep technical expertise across hardware and software, cloud engineering and machine learning (“ML”).

Publicly announced in October, the AI-native Nebius cloud is designed to manage the full ML lifecycle – from data processing and training through to fine-tuning and inference – all in one place. The recently launched Nebius AI Studio inference service expands the Company’s offering to app builders, with access to a range of state-of-the-art open-source models in a flexible, user-friendly environment at among the lowest price-per-token on the market.

Nebius has a team of around 400 engineers with decades of knowledge of building world-class tech infrastructure, as well as an in-house large language model (“LLM”) R&D team. Listed on Nasdaq, the Company recently announced investments of more than USD 1 billion in AI infrastructure by mid-2025, enabling Nebius to deploy tens of thousands of NVIDIA GPUs to bring its highly differentiated, energy-efficient, AI-native cloud offering to customers worldwide.

About Nebius

Nebius is a technology company building full-stack infrastructure to service the explosive growth of the global AI industry, including large-scale GPU clusters, cloud platforms, and tools and services for developers. Headquartered in Amsterdam and listed on Nasdaq, the Company has a global footprint with R&D hubs across Europe, North America and Israel.

Nebius’s core business is an AI-centric cloud platform built for intensive AI workloads. With proprietary cloud software architecture and hardware designed in-house (including servers, racks and data center design), Nebius gives AI builders the compute, storage, managed services and tools they need to build, tune and run their models.

A Preferred cloud service provider in the NVIDIA Partner Network, Nebius offers high-end infrastructure optimized for AI training and inference. The Company boasts a team of around 400 skilled engineers, delivering a true hyperscale cloud experience tailored for AI builders.

To learn more please visit www.nebius.com

Disclaimer

Forward Looking Statements

This press release and the materials referenced herein contain forward-looking statements that involve risks and uncertainties. All statements contained or implied other than statements of historical facts, including, without limitation, statements regarding Nebius’s planned GPU cluster expansion, business plans, market opportunities, capital expenditure requirements, financing requirements and projected financial performance, are forward-looking statements. In some cases, these forward-looking statements can be identified by words or phrases such as “may,” “will,” “expect,” “anticipate,” “aim,” “estimate,” “intend,” “plan,” “believe,” “potential,” “continue,” “is/are likely to” or other similar expressions. In addition, these forward-looking statements reflect Nebius’s current views with respect to future events and are not a guarantee of future performance. Actual results may differ materially from the results predicted or implied by such statements, and Nebius’s reported results should not be considered as an indication of future performance. The potential risks and uncertainties that could cause actual results to differ from the results predicted or implied by such statements include, among others, Nebius’s ability to successfully operate and develop a fundamentally different, early-stage group following the divestment of a significant portion of our historical operations; to implement Nebius’s business plans; to conclude property leases or acquisitions on acceptable terms, to continue to successfully capture customers; to continue to successfully obtain required supplies of hardware on acceptable terms; and to obtain any further debt or equity financing that may be necessary to achieve Nebius’s objectives. Many of these risks and uncertainties depend on the actions of third parties and are largely outside of Nebius’s control. Notwithstanding the completion of the full divestment of the Company’s Russian businesses, Nebius also continue to be subject to many of the risks and uncertainties included under the captions “Risk Factors” and “Operating and Financial Review and Prospects” in Nebius’s Annual Report on Form 20-F for the year ended December 31, 2023 and “Risk Factors” in a shareholder circular filed as Exhibit 99.2 to a Report on Form 6-K filed with the U.S. Securities and Exchange Commission (“SEC”) on February 8, 2024, which are available on the Nebius investor relations website at https://group.nebius.com and on the SEC website at www.sec.gov. All information in this release is as of November 19, 2024, and the Company undertakes no duty to update this information unless required by law.

In addition, statements that “we believe” and similar statements reflect the Company’s beliefs and opinions on the relevant subject. These statements are based upon information available to Nebius as of the date of this press release, and while Nebius believes such information forms a reasonable basis for such statements, such information may be limited or incomplete, and these statements should not be read to indicate that Nebius has conducted an exhaustive inquiry into, or review of, all potentially available relevant information. These statements are inherently uncertain, and investors are cautioned not to unduly rely upon these statements.

For journalists: media@nebius.com



For investors: askIR@nebius.com

Source: Nebius Group

FAQ

When will Nebius (NBIS) launch its first US GPU cluster?

Nebius will launch its first US GPU cluster in Kansas City in Q1 2025.

What is the maximum GPU capacity of Nebius's Kansas City facility?

The Kansas City facility has potential capacity to house up to approximately 35,000 GPUs after expansion.

How much is Nebius (NBIS) investing in AI infrastructure?

Nebius is investing more than $1 billion in AI infrastructure by mid-2025.

Which US cities will have Nebius offices by end of 2023?

Nebius will have offices in San Francisco, Dallas, and New York by the end of 2023.

Nebius Group N.V.

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