Nebius Expands AI Ambitions with Specialized Robotics Cloud Platform

Nebius partners with NVIDIA to launch a dedicated cloud for physical AI, targeting $7-9B revenue by 2026 with a $2B NVIDIA investment and massive data center expansion.

In a strategic move to capture a nascent but high-potential market, Nebius has launched a dedicated cloud platform for robotics and physical artificial intelligence. The announcement, made in partnership with NVIDIA on March 16, 2026, marks a significant expansion of the company's business model beyond its core offerings.

Strategic Partnership and Platform Capabilities

Developed in collaboration with NVIDIA and built upon its Cosmos models, the "Nebius Cloud for Physical AI" is designed for engineers creating and deploying autonomous systems. This specialized environment supports the entire development lifecycle, from simulation to real-world deployment, and is currently operational across data centers in both Europe and the United States.

The platform has already attracted notable early adopters, including Milestone Systems, Porsche Engineering, and the robotics startup RoboForce. According to RoboForce, leveraging this infrastructure has slashed the setup time for its development pipeline by over 70 percent, highlighting the platform's practical efficiency gains.

Aggressive Infrastructure and Investment Drive

This launch coincides with a period of massive capital expenditure and physical expansion for Nebius. The company has confirmed plans to have between 800 megawatts and one gigawatt of active data center capacity online by the end of 2026, with a long-term contractual pipeline for three gigawatts. Furthermore, its global footprint is set to expand rapidly, growing from seven locations at the end of 2025 to 16 by the close of 2026.

To fund this growth, Nebius has earmarked capital investments of $16 to $20 billion for 2026. A portion of this expenditure is allocated for early access to NVIDIA's Vera Rubin platform, scheduled for the latter half of the year. A cornerstone of this aggressive strategy is a $2 billion strategic investment from NVIDIA, which was disclosed in early March.

Carving a Niche in a Competitive Landscape

With this new offering, Nebius is strategically differentiating itself from general-purpose cloud providers. While the market has recently focused on its capacity deal with Meta Platforms, the robotics cloud targets the emerging field of "Agentic AI"—systems capable of operating independently in physical environments.

Market analysts view this specialized infrastructure as a potentially high-margin complement to the company's existing GPU-as-a-Service business. Nebius is targeting an ambitious annualized revenue run rate of $7 to $9 billion by the end of 2026. Achieving this goal is seen as heavily dependent on the company's ability to successfully execute its planned expansion to 16 sites on schedule.