Nebius Group NV’s £1.7 Billion UK Expansion Includes 3 NVIDIA Deployments Amid NVIDIA Corp Decline

While NVIDIA (NASDAQ: NVDA) stock fell 6.20% to $205.10 on June 6, its most important infrastructure partner was making a £1.7 billion bet on the UK. Nebius Group N.V. (NASDAQ: NBIS) announced on June 8 that it is investing approximately £1.7 billion to build out UK capacity with three new deployments of NVIDIA infrastructure, continuing to expand its commercial and AI R&D hub in London. Combined, the three deployments will reach 65 MW of capacity when fully ramped up in 2027. 

The announcement arrives as Nebius executes one of the most aggressive AI infrastructure buildouts of any company in Europe, backed by a $2 billion NVIDIA investment, a $27 billion Meta agreement, and a Q1 2026 fundraise of $6.3 billion total. The UK expansion is not speculative; it is funded, phased, and already underway.

Three New Sites, 65 MW, NVIDIA Full-Stack

The three new UK deployments are not incremental. They represent a step-change in Nebius’s European footprint.

Nebius launched its first UK deployment of NVIDIA Blackwell Ultra infrastructure in November 2025. The three new sites will deploy the latest generations of NVIDIA’s full-stack, end-to-end AI factory platform technology. In 2026, Nebius will be among the first AI cloud providers worldwide to deploy NVIDIA Vera Rubin NVL72 systems at locations in the US and EMEA.

What Each Site Delivers

• Total new capacity: 65 MW across three sites, fully ramped by 2027
• Hardware: Latest NVIDIA full-stack AI factory platform, including Vera Rubin NVL72
• Connectivity: NVIDIA Quantum-X800 InfiniBand network, energy-efficient cooling, and resilient on-site power generation
• Software: Full integration with the NVIDIA AI Enterprise suite for enterprise-grade scalability
• Policy alignment: Build-out aligns with the UK government’s AI Opportunities Action Plan

The NVIDIA-Nebius Partnership: Numbers That Matter

The UK announcement is one piece of a much larger strategic picture between Nebius Group and NVIDIA.

Milestone	Detail
NVIDIA’s investment in Nebius	$2 billion equity investment
Q1 2026 fundraise (total)	$6.3 billion
Meta agreement	Up to $27 billion
Power target (end of 2026)	800 MW – 1 GW connected
2030 NVIDIA deployment target	5+ gigawatts of NVIDIA systems
NVIDIA Exemplar Cloud status	Achieved on GB300 NVL72 for training

Nebius is among the first cloud providers globally to achieve NVIDIA Exemplar Cloud status and one of a small group to hold it across multiple GPU generations. Multi-year deals with Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META) demonstrate the confidence that the world’s leading tech companies have in Nebius’s ability to deliver capacity at scale. 

UK Customers Already Live on Platform

The UK expansion is not waiting for future demand; it is serving customers today. Nebius’s existing UK cluster already hosts life sciences AI startups Basecamp Research, Prima Mente, and Sword Health. Prima Mente trains multi-billion-parameter biological foundation models for Alzheimer’s and Parkinson’s research on Nebius infrastructure. The UK build-out adds domestic compute capacity for British enterprises, researchers, and public services, with NHS institutions and UK academia part of the addressable user base.

What the UK Expansion Means for NBIS Stock

Nebius Group trades on the Nasdaq under the ticker NBIS. The £1.7 billion UK commitment, $6.3 billion Q1 fundraise, and NVIDIA’s $2 billion equity investment position Nebius as one of the most capital-intensive AI infrastructure pure plays currently listed. While NVDA stock pulled back 6.20% on macro AI sentiment, Nebius is locking in the infrastructure contracts that underpin NVDA’s enterprise revenue through 2027. Track updates at nebius.com and sec.gov.

Disclaimer

The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.