Nebius launches asset-light model to expand AI cloud via partners

Nebius (Nasdaq: NBIS), an AI cloud company headquartered in Amsterdam, announced a partnership model that allows infrastructure partners to deploy its AI cloud platform in their own data centers, according to a press release.

Under the arrangement, partners finance, own, and operate the data centers and hardware. Nebius provides its systems architecture, software stack, and supply-chain access, then markets the resulting capacity through its own sales organization. Partners receive fully-owned AI infrastructure assets, while Nebius connects that capacity to its existing customer base.

Nebius said the model requires minimal incremental capital on its part, as partners bear the infrastructure costs. The company anticipates pursuing revenue-sharing agreements, licensing fees, commissions, and committed capacity arrangements. It said initial arrangements under the model have already been entered into.

Arkady Volozh, founder and CEO of Nebius, said: "Our software allows partners to reach a much wider customer base with much better margins than conventional wholesale bare-metal contracts. We're inviting data center investors, regional partners and others with capacity or capital to contribute to join us in serving this demand."

Partner data centers will be added to Nebius's capacity pool alongside its owned data centers and colocations. The company said customers will receive the same service standards regardless of whether they run on Nebius-owned or partner infrastructure. Nebius will retain responsibility for cloud software and service levels, while partners manage the facility and hardware.

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