• Nebius has introduced serverless AI capabilities on its cloud platform, giving developers on demand access to infrastructure without managing underlying servers.

• The company is adding the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU to its offering, expanding access to Nvidia’s newest GPU architecture for AI workloads.

• The collaboration focuses on supporting inference, robotics, and industrial AI applications across a wider set of global customers.

For investors watching NasdaqGS:NVDA, this move sits squarely in the core of Nvidia’s business as a provider of GPU hardware and AI infrastructure building blocks. Cloud partners such as Nebius help extend the reach of new architectures like Blackwell to developers who may not want to own or manage their own hardware.

The launch of serverless AI and broader GPU access can be useful context if you are assessing how widely Nvidia’s latest chips are being adopted across different AI platforms. It also adds another reference point when you compare how various cloud providers position Nvidia hardware for emerging use cases such as industrial automation and real time inference.

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Quick Assessment

• ⚖️ Price vs Analyst Target: At US$167.52 against a consensus target of US$268.22, the price sits well below where analysts currently model the stock.

• ✅ Simply Wall St Valuation: Shares are trading about 11.0% below an estimated fair value, which aligns with an undervalued tag in the model.

• ❌ Recent Momentum: The 30 day return of about 5.5% decline shows recent weakness despite the positive news flow.

There is only one way to know the right time to buy, sell or hold NVIDIA. Head to Simply Wall St’s company report for the latest analysis of NVIDIA’s Fair Value..

Key Considerations

• 📊 This Nebius partnership extends the Blackwell GPU and serverless AI story into real usage, which can help you gauge how embedded Nvidia is in third party cloud stacks.

• 📊 Watch data center revenue, inference focused products, and any commentary on industrial AI adoption to see how deals like this filter into reported numbers.

• ⚠️ Earnings quality is flagged for a high level of non cash items, so it is worth checking how much of any uplift from AI partnerships is backed by cash flow.