Nebul Expands to Belgium with More than 1,000 Nvidia Blackwell Ultra GPUs in GB300 NVL72 Rack-Scale Systems - StorageNewsletter

Nebul's deployment of over 1,000 Blackwell Ultra GPUs in Belgium represents a strategic pivot in compute geopolitics, leveraging the EU's regulatory environment to create a sovereign AI enclave. This move bypasses stricter US export scrutiny while positioning Nebul as a critical infrastructure provider for European data sovereignty. The integration of GB300 NVL72 rack-scale systems signals a shift from discrete GPU competition to system-level efficiency and interconnect bandwidth dominance. Upstream, this accelerates demand for HBM4 and advanced packaging, straining supply chains. Downstream, European enterprises gain low-latency inference capabilities, eroding the pricing power of US hyperscalers in the region. Competitors like CoreWeave are likely to replicate this strategy in jurisdictions such as Ireland or Finland to maintain market relevance. Over the next 18 months, we anticipate a trend of 'compliance arbitrage' driving the clustering of data centers, where power costs and data residency become more critical differentiators than raw chip performance. Nvidia solidifies its grip on the sovereign AI market, while traditional IDCs lacking rack-scale integration capabilities face marginalization.