Nebius (NBIS) Nebius Group has secured a major multi-year AI infrastructure agreement worth more than $1 Billion with Reflection AI, extending through 2029.Sector: Cloud Computing / AI Infrastructure Key Highlights: ā€¢ Deal value exceeds $1 Billion through 2029 ā€¢ Provides Reflection AI with large-scale access to NVIDIA GB200 (Grace Blackwell) AI chips ā€¢ Supports training of next-generation frontier AI models ā€¢ Reflection AI is backed by NVIDIA and has also signed a multibillion-dollar AI infrastructure deal with SpaceX ā€¢ Significantly boosts Nebiusā€™ AI cloud revenue visibilityThis landmark agreement underscores the explosive demand for high-performance AI computing infrastructure and further cements Nebius as a key player in the global AI supply chain. Why It Matters: With massive AI training needs continuing to surge, deals of this scale highlight the strong growth runway for companies providing large-scale GPU clusters. https://www.thinksabio.com/isr/reports/NBIS