March 16, 2026 — Amsterdam
Amsterdam-based AI cloud provider Nebius signs AI infrastructure deals with Meta worth up to $27 billion, announcing a five-year agreement with Meta Platforms to supply up to $27 billion in AI computing capacity. The deal includes $12 billion in dedicated capacity across multiple locations by early 2027, powered by early deployments of Nvidia’s Vera Rubin platform, plus options for Meta to purchase up to an additional $15 billion from Nebius’s upcoming clusters.
Nebius CEO Arkady Volozh described the pact as an expansion of their partnership to “accelerate the build-out and growth of our core AI cloud business.”
accelerate the build-out and growth of our core AI cloud business.
Deal Structure and Timeline
Nebius signs AI infrastructure deals with Meta worth up to $27 billion under a five-year contract spanning multiple sites, with the initial $12 billion commitment focused on dedicated capacity for Meta. The additional $15 billion involves Meta buying from clusters primarily intended for third-party sales, with unsold portions allocated to Meta. Nebius reaffirmed its 2026 revenue guidance amid Q4 2025 revenue of $228 million and a projected full-year run-rate of $7-9 billion. (Reuters; Wall Street Journal)
Background and Prior Partnerships
This agreement builds on previous deals, including a $3 billion contract with Meta in November 2025 and a $17.4 billion AI infrastructure pact with Microsoft in September 2025. It follows Nvidia’s $2 billion investment last week for an 8.3% stake in Nebius, granting early access to advanced technology. Nebius, a Yandex spin-off positioning itself as a “neocloud” specialist for hyperscalers, is addressing surging global demand for GPU infrastructure. (Bloomberg; Data Center Dynamics)
Nebius signs AI infrastructure deals with Meta worth up to $27 billion amid Meta’s broader strategy, including over $100 billion in chip deals with Nvidia and AMD, and projections of $600 billion in U.S. infrastructure spending by 2028. Big tech capex is expected to reach $650 billion in 2026.
Market Reaction
Nebius shares (NASDAQ: NBIS) rose 13% premarket to $128 following the announcement. The company’s official X post at 10:06 GMT garnered 2.4K likes and 354 reposts, with replies praising the team and partners (X post). Coverage highlighted Nebius signs AI infrastructure deals with Meta worth up to $27 billion as underscoring the AI boom and GPU shortages, with ties to Nvidia and Microsoft. (Wall Street Journal; Yahoo Finance)
Nebius signs AI infrastructure deals with Meta worth up to $27 billion positions the firm amid rapid AI infrastructure growth.