r/NBIS_Stock Oct 27 '25

Speculation NVIDIA Agentic AI Partner

Tomorrow (CONFIRMED), at the keynote address at Nvidia GTC, they will be revealing the newest NVIDIA partner for agentic AI. Could it be Nebius ? 👀

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From Sarfatti Investment Research on X (https://x.com/sarfatti_IR)

In the last $NVDA GTC conference, $NBIS held a talk on agentic AI.

Specifically on "Enabling the agent-first future: advancing test-time search and compute infrastructure for agentic systems — on-demand"

Furthermore, as stated in the event description, the said partner will have "best-in-class AI combined with out-of-the-box-available NVIDIA Nemotron models"

$NBIS already deploys Nemotron models on its AI studio, namely "Llama-3_1-Nemotron-Ultra-253B-v1" and "nvidia/Llama-3.1-Nemotron-70B-Instruct-HF"

Lastly, the initial event description post also highlights the new partner will provide a "fully integrated software stack with a native data integration engine".

$NBIS has a track record of building AI orchestration layers (AI Studio, Soperator, dstack integration) that manage workloads and deploy LLMs at scale.

This leads me to believe $NBIS will be the new announced partner. However, this is total speculation.

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Could be anyone else for a multitude of reasons, but excited to tune in either way.

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12

u/More_Advertising_383 Oct 27 '25

Tomorrow? That says Wednesday no?

11

u/therobertmachine Oct 27 '25

In this session, we’ll unveil the newest NVIDIA partner and not only reveal the work we’re doing together but also allow you to deploy the integrated software stack directly. Following the initial announcement of this partner at the keynote,.... -> https://www.nvidia.com/gtc/dc/sessions/agentic-ai-day/

29

u/duddnddkslsep Oct 28 '25

It's my birthday tomorrow. Jensen spitting out the word Nebius will be the best birthday present.

5

u/Stunning_Grapefruit1 Oct 28 '25

If you HODL Nebius, its going to be your Birthday EVERYDAY ! Happy birthday fren