Nebius sets bold 5GW target for AI “factories” by 2030
Cloud infrastructure provider Nebius has unveiled an aggressive expansion plan to build out up to 5GW of power capacity dedicated to large-scale AI data centers by 2030, positioning itself as a major player in the race to supply infrastructure for generative AI workloads.
The company’s roadmap is underpinned by a reported $2 billion commitment for NVIDIA hardware, signalling a deep bet on the continued dominance of GPU-accelerated computing in training and running advanced AI models. The investment is expected to support the deployment of thousands of AI accelerators across a new generation of high-density facilities that Nebius describes as “AI factories”.
Scaling infrastructure for the AI compute boom
The rapid adoption of generative AI has triggered unprecedented demand for high-performance computing, with enterprises, startups and public-sector institutions all vying for access to scarce GPU capacity. By targeting 5GW of installed power, Nebius is seeking to secure a meaningful share of that market and compete with hyperscale cloud providers.
These planned AI factories will be engineered for extreme energy efficiency, advanced cooling technologies and high network throughput, enabling large-scale model training and inference for sectors ranging from finance and healthcare to media and industrial automation. Industry analysts note that 5GW of capacity, if fully realized, would place Nebius among the world’s largest dedicated AI infrastructure operators.
Strategic implications for the AI ecosystem
The scale of the reported NVIDIA deal underscores the growing strategic alignment between chipmakers and cloud infrastructure providers. By locking in access to advanced GPU architectures, Nebius aims to attract AI-native companies that require predictable, long-term access to cutting-edge compute.
Regulators and energy planners are likely to scrutinize such large deployments, given their impact on power grids and data sovereignty. Nebius has indicated that it will focus on regions with robust energy infrastructure and the ability to integrate renewable power sources, a factor that is increasingly critical for enterprise customers with strict ESG and sustainability mandates.
If Nebius executes on its 2030 vision, the company could become a pivotal infrastructure backbone for the next wave of AI applications, from multimodal assistants to industrial-scale automation platforms.