Nebius Group announced that it has signed a long-term agreement to supply artificial intelligence infrastructure to Meta, in a deal valued at up to $27 billion over five years.
The Amsterdam-based AI cloud company said the partnership will significantly expand its role as a provider of large-scale compute capacity for AI development and deployment. Under the agreement, Nebius will supply $12 billion of dedicated AI infrastructure capacity to Meta across multiple locations, with deployment expected to begin in early 2027.
The infrastructure will be built on one of the first large-scale deployments of NVIDIA’s Vera Rubin platform, designed to power next-generation AI workloads. Nebius said the arrangement will support Meta’s growing demand for computing resources as the technology giant continues to scale its AI models and services.
In addition to the dedicated capacity, Meta committed to purchasing up to $15 billion in additional compute capacity from certain future Nebius clusters over the same five-year period. Nebius said it intends to sell this capacity to other customers first, with any remaining capacity purchased by Meta.
Altogether, the agreement carries a potential total contract value of approximately $27 billion.
Nebius said the new deal expands the companies’ collaboration and helps accelerate the growth of its core AI cloud business as it continues to build out infrastructure to serve global AI developers and enterprises.
The company added that its 2026 financial guidance remains unchanged.
KEY QUOTE:
“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.”
Arkady Volozh, Founder And CEO, Nebius Group
