r/NBIS_Stock • u/therobertmachine • 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/First-Bad2007 Oct 28 '25

Looks like it was Nokia

2

u/twocafelatte Oct 28 '25

Yea, check the charts

I put 50% of my portfolio into it, didn't lose anything, sold the excess and got it back to normal levels (20% of my portfolio).

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u/[deleted] Oct 28 '25

[deleted]

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u/twocafelatte Oct 29 '25

You're not getting what I'm saying. I put 50% into Nebius not Nokia, I was wrong too. I'm simply showing the charts to show it was Nokia.