Nebius Stock Jumps over 6% as It to Provide Nvidia's Vera Rubin Computing Platform

Nebius announced that it will begin offering Nvidia's (NVDA) Vera Rubin NVL72 graphics processing units in the United States and Europe starting in the second half of 2026.

Shares of Nebius jumped over 6% on the news.

The Dutch AI infrastructure provider plans to deploy the Nvidia Rubin platform through its Nebius AI Cloud and Nebius Token Factory services, positioning itself as one of the first AI cloud providers to offer the new computing platform.

Nebius stated it will integrate the Vera Rubin NVL72 across its full-stack infrastructure at data centers located in the U.S. and Europe, which will allow customers to build next-generation AI applications with enhanced regional availability and control.

"By integrating Vera Rubin into Nebius AI Cloud and our inference platform Nebius Token Factory, we are providing AI innovators and enterprises with the infrastructure required to develop agentic and reasoning AI systems more rapidly and efficiently," said Arkady Volozh, Founder and CEO of Nebius.

According to the company, Nebius Token Factory is an enterprise-ready inference and post-training platform.

Nebius highlighted that the Rubin accelerated computing platform will complement its existing capacity of Nvidia GB200 NVL72 and Nvidia Grace Blackwell Ultra NVL72 systems, thereby expanding the range of platform choices available to its customers.

In a separate announcement, Supermicro (SMCI) declared its support for Nvidia's (NVDA) Vera Rubin NVL72 and HGX Rubin NVL8 computing platforms.

Additionally, CoreWeave (CRWV) confirmed it will incorporate Rubin technology into its AI cloud platform, broadening the suite of solutions for its customers who are building and deploying agentic AI, reasoning systems, and large-scale inference workloads.

CoreWeave indicated that it is anticipated to be among the first wave of cloud providers to deploy the Nvidia Rubin platform in the latter half of 2026.

On Monday, Nvidia CEO Jensen Huang announced that Vera Rubin, the next-generation computer platform and successor to Grace Blackwell, has now entered full-scale production.