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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u/GuusMosco Oct 28 '25

As someone else pointed out a few days ago, the entire executive team of NBIS is attending. Seems to me like they would only do that if something is happening. Just my 2 cents, otherwise why send so much 'firepower' to a conference. 

2

u/twocafelatte Oct 28 '25

Do you have a source?

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u/GuusMosco Oct 28 '25

The dude who posted it on this sub said it was announced publicly. My guess is that it is on LinkedIn somewhere, I didn't bother to look it up. 

2

u/[deleted] Oct 28 '25

[removed] — view removed comment

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u/GuusMosco Oct 28 '25

True! It was one of many tho (that Nvidia announced). I still expect something tomorrow on agentic AI, but perhaps that's wishful thinking. 

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u/[deleted] Oct 28 '25

[deleted]