Nebius Group (NASDAQ: NBIS) shares climbed more than 5% on Tuesday after the AI cloud company unveiled a new Physical AI Living Lab developed in partnership with NVIDIA (NASDAQ: NVDA).
The initiative marks a significant expansion of the existing relationship between the two companies, targeting the fast-growing market for AI-driven robotics applications across the UK and Europe.
The six-month program will provide selected robotics startups with access to NVIDIA’s physical AI software tools alongside Nebius AI Cloud infrastructure to support their development work.
The lab is specifically designed to help companies accelerate the transition from virtual testing environments to real-world deployment of robotics systems, a critical and often costly step for early-stage companies.
Nebius confirmed the first cohort of participants is expected to begin the program in September 2026, with the company leaving the door open for future expansion.
The company added that the project may be extended to additional regions over time as demand for physical AI development continues to grow across global markets.
The initial phase of the program will run on Nebius’s UK-based infrastructure, powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, representing some of the most advanced computing hardware currently available.
NVIDIA stated that the collaboration is intended to help startups overcome the computing and development hurdles that can slow commercialization efforts in the robotics sector.
The partnership highlights how cloud infrastructure providers are increasingly positioning themselves as essential partners for hardware-focused AI startups that require significant compute resources.
For Nebius, the launch represents a clear strategic move to deepen ties with NVIDIA while carving out a distinct role in Europe’s emerging physical AI and robotics ecosystem.
The robotics sector has attracted rising levels of investment and attention from both public and private markets as AI capabilities increasingly translate into real-world industrial and commercial applications.
With demand for physical AI infrastructure growing rapidly, the collaboration between Nebius and NVIDIA could establish an early foothold in a market that analysts expect to expand substantially over the coming years.
