Nebius secures $27 billion AI infrastructure deal with Meta
Meta is outsourcing a massive portion of its artificial intelligence computing power. The tech giant signed a five-year agreement with Nebius to secure dedicated NVIDIA GPU clusters.
Amsterdam-based AI cloud provider Nebius officially secured a five-year infrastructure deal with Meta worth up to $27 billion. The agreement guarantees Meta $12 billion in dedicated NVIDIA GPU capacity across multiple data centers. This capacity becomes available in early 2027.
Key Takeaways:
- The background: Nebius spun off from Yandex in 2024 after geopolitical divestitures.
- The scale: The cloud provider projects $16 billion to $20 billion in capital expenditures for 2026 to meet this surging demand.
- The market reaction: The stock price for Nebius ($NBIS) surged after the announcement. Investors now view the company as a major contender in the AI infrastructure market.
- The Meta connection: Meta is reportedly planning a massive workforce reduction to fund AI infrastructure investments. This deal confirms the company must scale compute resources well beyond its own internal data centers.
The Bottom Line: Meta is spending up to $27 billion to guarantee long-term access to third-party NVIDIA GPUs.
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