Meta Signs Five-Year Deal Worth Up to $27 Billion for AI Compute Capacity from Nebius Meta Platforms Inc. has entered into a significant long-term agreement with Nebius Group NV, an Amsterdam-based AI cloud provider, to secure artificial intelligence infrastructure. The deal, valued at up to $27 billion over five years, includes $12 billion in dedicated computing capacity that Nebius will deliver starting in early 2027 across multiple locations. This capacity will feature one of the first large-scale deployments of NVIDIA's Vera Rubin platform, tailored for Meta's AI training and inference needs. Additionally, Meta has committed to potentially purchasing up to $15 billion in extra compute capacity from Nebius' upcoming clusters if it remains unsold to other customers. The agreement underscores Meta's aggressive investment strategy in AI to compete with leading frontier models from rivals. Nebius, which has a strategic partnership with NVIDIA and recently received investment from the chipmaker, views this as a major accelerator for its AI cloud business growth. The announcement highlights the broader industry trend where major tech companies are committing hundreds of billions in 2026 to data centers, chips, and related infrastructure to support expanding AI capabilities. Nebius shares surged following the news, reflecting investor optimism about its positioning in the AI infrastructure market.

Meta Signs Five-Year Deal Worth Up to $27 Billion for AI Compute Capacity from Nebius

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